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Anonymous's avatar
Anonymous
Not applicable
7 years ago
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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...
  • OwenAuger's avatar
    OwenAuger
    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:

    1. 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
    2. 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" )
    3. Applied a Page Level Filter, Segment Name = "1 to 5"
    4. 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.