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keivan
Helper I
Helper I

Calculation of renewal rate

Hi all,

 

I would like to calculate consent renewal rate.

On my dataset when a connection is created (connection_id 2001) we collect also a consent from the client (consent_id 8009). Consent has an expiration date. When the consent expired (for example 9/17/2022) the client can renew the consent for its connection. 

If the client renew the consent, a new consent_id will be generate  but the connection_id would NOT change. In the table below for connection_id 2001 when consent_id 8009 expired a new consent_id: 8055 is provided

 

What I actually want to do is to calculate Renewal rate.

So for those connection in which the consent is expired by at least 14 days (to give people some time to renew), I want to check if a new consent has been created after old one is expired.

 

Here how i would perform calculation

 

consent_business_id

connection_business_id

fetch_business_id

consent_status

consent_creation_date

consent_valid_until

consent_ok

consent_new

consent_fail

8009

2001

7771

ok

2022-03-09

2022-06-07

1

0

0

8055

2001

7772

ok

2022-06-19

2022-09-17

1

0

0

8002

2001

7773

ok

2022-09-18

2022-12-17

1

0

0

8081

2002

7774

new

2022-09-19

 

0

1

0

8057

2003

7775

ok

2022-03-21

2022-06-19

1

0

0

8053

2004

7776

fail

2022-09-19

 

0

0

1

8016

2004

7777

ok

2022-04-02

2022-07-01

1

0

0

8017

2004

7778

new

2022-07-01

 

0

1

0

 

 as you may see for connection_business_id = 2001 a consent was created on 2022-03-09. Consent expired after 90 days (consent_id = 8009). Then it was renew (consent_id = 8055) on 2022-06-19.
Then again expired 2022-09-17 and was another time renewed (8002).
For this mock sample I provide random number, but actually all id in my dataset are progressive numbers

What I want to get is a KPI, reporting the % of how many conenctions are renew. So I want to take into consideration only consent ok and expired by at least 14 days

where consent_status = 'ok' and consen_valid_until < TODAY() -14

Then in this specific case

consent_renewal % = 2/3 = 67%. Out of the 4 connection only 3 (connection_id 2001, 2003, 2004 ) have a consent in status ok and  expired by more than 14 days (consent_id 8055, 8057, 8016)
 

consent_renewal_success % = 1/2 = 50% Out of 2 renewal only 1 is with consent_status_ok (consent_id = 8002). 

2 REPLIES 2
v-jianboli-msft
Community Support
Community Support

Hi @keivan ,

 

You said:

"Out of the 4 connection only 3 (connection_id 2001, 2003, 2004 ) have a consent in status ok and  expired by more than 14 days (consent_id 8055, 8057, 8016)"

so shouldn't consent_renewal % be 3/4? If it is 2/3, then what is the logic of determining 2?

Sorry for that the information you have provided is not making the problem clear to me. Can you please share more details to help us clarify your scenario?

Please provide me with more details about your table and your problem or share me with your pbix file after removing sensitive data.

 

Refer to:

How to provide sample data in the Power BI Forum

How to Get Your Question Answered Quickly

 

Best Regards,

Jianbo Li

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

 

keivan
Helper I
Helper I

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