Forum Discussion
Anonymous
7 years agoNot applicable
group customer by orders
Hi, My tasks if to calculate total customers into groups based on the total orders they made. For example: Total customers who made from 1 to 5 orders. Total customers who made from 6 to 10 o...
- 7 years ago
Hi again Anonymous
I updated my PBIX with the same dataset you have used in your Tableau workbook.
My existing measure is actually sufficient to do what you want.
I created the same visual you had in Tableau:
- Created First Purchase Date calculated column in Orders and related this to a First Purchase Date table:
Date of First Purchase = CALCULATE ( MIN ( Orders[Order Date] ), ALLEXCEPT ( Orders, Orders[Customer ID] ) )Note that I hid this column in Report View - Created Monts Since First Purchase calculated columns:
Months Since First Purchase = VAR MonthIndex = DATEDIFF ( Orders[Date of First Purchase], Orders[Order Date], MONTH ) RETURN "M" & FORMAT ( MonthIndex, "00" ) - Applied a Page Level Filter, Segment Name = "1 to 5"
- Placed my earlier measure Number of Customers by Order Count Segment in a matrix visual, with some conditional formatting similar to your Tableau example.
You could also create measures that apply particular segment filters, such as
Number Customer Purchase 1 to 5 = CALCULATE ( [Number of Customers by Order Count Segment], Segment[Segment Name] = "1 to 5" )PBIX attached. Please post back if needed.
Regards,
Owen
Note that when including both Months Since First Purchase and First Purchase Month on the visual , all customers have five or fewer orders.
- Created First Purchase Date calculated column in Orders and related this to a First Purchase Date table:
Ashish_Mathur
Super User
7 years agoMAAbdullah_47
Helper V
5 years agoHi Ashish_Mathur , can I get the resources?
- Ashish_Mathur5 years ago
Super User
Hi,
I am sorry but i do not know what you mean by that.