Forum Discussion
group customer by orders
- 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:
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.
Hi,
I just applied it to data.
it gives me the same result, nothing changed.
Could you help me to check it, please?
thanks
- Ashish_Mathur7 years agoSuper User
Hi,
I am trying to interpret that data there. Please let me know if my understanding is correct
- For the Jan 2010 row, the figure 141 means that these many people bought the product in Jan 2010 itself
- For the Jan 2010 row, the figure 6 (appearing under M1) means that of the 141 people who bougth this product in Jan 2010, 6 bought the product in Feb 2010 as well
- For the Jan 2010 row, the figure 4 (appearing under M2) means that of the 141 people who bougth this product in Jan 2010, 6 bought the product in March 2010 as well
Is my understanding correct?
- Anonymous7 years agoNot applicable
Hi,
The things that you said is correct.
But i tried the solution above, though it seems to be work, but it does not work. so if you have any solution,
please help me!!
Thanks
- Ashish_Mathur7 years agoSuper User
Hi,
Hasn't OwenAuger solved your problem? Also, my the solution at my link also solves the problem.