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MrAtkinson's avatar
MrAtkinson
Frequent Visitor
2 years ago

Calculate retention by month

Hi all,    I am looking to calculate the retention rate of our members. I was wondering if its possible to do it in one and show the % in a Card? Each member has a unique ID and a membership status...
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Anonymous's avatar
Anonymous
Not applicable
2 years ago

Hi  MrAtkinson ,

 

I created some data:

 

Here are the steps you can follow：

1. Create measure.

Measure =
var _countall=
CALCULATE(DISTINCTCOUNT('Table'[UI_ID]),
FILTER(ALL('Table'),YEAR('Table'[Date])=YEAR(TODAY())&&MONTH('Table'[Date])=MONTH(TODAY())))
var _countactive=
CALCULATE(DISTINCTCOUNT('Table'[UI_ID]),
FILTER(ALL('Table'),YEAR('Table'[Date])=YEAR(TODAY())&&MONTH('Table'[Date])=MONTH(TODAY())&&'Table'[Status]="Active"))
return
DIVIDE(
    _countactive,_countall)

2. Result:

 

If it doesn't meet your desired outcome, can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data. We can better understand the problem and help you.

 

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

MrAtkinson's avatar
MrAtkinson
Frequent Visitor
2 years ago

Hi, 

 

Thank you for getting back so quickly! This seems like it will do what i need it to do. However i do not have a date option in the data. Is there a way to do this with Calander Date and put it into a bar chart to show month on month?

 

Thanks

 

Jake