Forum Discussion
Customers in spending category over time
Hello everyone,
I am a new user of Power BI and Power Query (patience please). I have been able to perform simple tasks, but a recent request has me completely stumped.
I have been tasked to take a table of customers and their spending by month and determine if they hit a spending threshold. That was easy enough over all-time. I was then asked to show how the number of customers hitting a specific threshold is changing over time. The desired output is a chart showing growth in customer spending habits over time (see attached image). It seems to me that I have to have a running total per customer, compare that running total to a threshold every time period and then assign the customer to a specific category. Lastly, count all the customers in each bucket per time period.
My first thought was to expand the table so that every customer has a row for each time period (whether they purchased or not). That way I could create a running total. However, there are several years of data and 10,000's customers (assuming I would hit the row limit). Not sure the right way to proceed. Any help is appreciated!
2 Replies
- jsaunders_zero9
Responsive Resident
HI awbanalytics
If I understand correctly you want to show a chart with the count of customers who met the "spending threshold" for each month?
Are you able to share some sample data/a clean file and I can show you how.
Thank you
Sales by customer and week Hello jsaunders_zero9,
Thank you for offering your assistance. Your summary is correct. We eventually want to have a table that can be used to produce a chart of count-of-customers in a bucket by timeframe. Ideally, our customers return and procure more product moving them from one bucket to another over time. I was slow to reply to your message as the criteria changed from month to week. Wanted to get that sorted before I responded with an example as I am not certain if getting more granular would impact a row or memory limit.
