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,
Hasn't OwenAuger solved your problem? Also, my the solution at my link also solves the problem.
Thank you for your reply,
I just checked the result and I dont know why there something wrong here. It maybe from my mistakes.
If you have time, you could have a look at it and help me to fix it.
I also looked at your fomular, it almost the same that I want, but the thing I really want is to make the Cohort Analysis of Customer Segmentation!!
here is the link to the power bi workbook!! https://we.tl/t-Qk16HJsrPG
Thanks!!
- Ashish_Mathur7 years ago
Super User
Whom are you replying to?
- Ashish_Mathur7 years ago
Super User
Hi,
Whil ei may be able to build the attrition table for you, i wll not be able to dynamically segment that attrition table. This is becuase there cannot be a relationship (active or inactive) between the Orders Table and the Segment Table. So, i may have to write 3 measures - one each for the 3 segments.
Also, in the Matrix visual that i build, i will have to show Years and Months in the column headers instead of M00, M01 etc.
- Anonymous7 years agoNot applicable
Ashish_Mathur I forgot to tag you in the post!! Sorry!
- Ashish_Mathur7 years ago
Super User
Hi,
There is no file there.
- Anonymous7 years agoNot applicable
- Anonymous7 years agoNot applicable
Dear Ashish_Mathur
Thank you for your reply.
Could you provide me the power bi file so that I could have a detailed formula and your solutions?
Thanks!!
- Ashish_Mathur7 years ago
Super User
Hi,
Check my reply dates July 6. There is a download link there.