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mfaulk9258
New Member

Calculating client engagement by actions of their employees

Hello all,

I am trying to calculate client engagement using a table showing clients and their employees who have taken action on marketing emails we send them. Actions include opening the email, clicking on a link in the email, accepting an invitation in the email, etc. I have a measure, [Engaged], that denotes an employee as TRUE if the employee took any of the tracked actions. I also have a measure, [Account Engaged], that denotes a client as TRUE if any of its employees took any of the tracked actions. It uses this measure I based on a post I found from 2017: 
Account Engaged = CALCULATE(countrows('table'),'table'[Engaged]=TRUE)>=1. 

Now I need to calculate the client engagement rate by dividing the total number of engaged clients by the total number of all clients. The screenshot below illustrates this scenario -- We have four clients, each with three employees. Employees at three out of the four clients have taken one or more actions on our marketing emails. Therefore, our engagement rate for our clients would be 75% (3 engaged clients/4 Total clients=75%). How can I calculate this Total Client Engagement percentage in Power BI?

mfaulk9258_1-1634931032884.png

 

Thank you.

 

1 ACCEPTED SOLUTION
mwegener
Super User
Super User

Hi @mfaulk9258 ,

 

take a look at this.

 

Calculated Table:

Account Engaged = SUMMARIZE('Raw Data','Raw Data'[Client], "Engaged", CONTAINS('Raw Data','Raw Data'[Engaged],TRUE())) 

 

Total True = CALCULATE(COUNTROWS('Account Engaged'), 'Account Engaged'[Engaged]=TRUE())

 

Total Client = COUNTROWS('Account Engaged')

 

True/Client = DIVIDE([Total True], [Total Client])
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Marcus Wegener work at KUMAVISION AG , one of the world's largest
implementation partners for Microsoft Dynamics. #
"Get the most out of data, with Power BI."
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View solution in original post

2 REPLIES 2
mwegener
Super User
Super User

Hi @mfaulk9258 ,

 

take a look at this.

 

Calculated Table:

Account Engaged = SUMMARIZE('Raw Data','Raw Data'[Client], "Engaged", CONTAINS('Raw Data','Raw Data'[Engaged],TRUE())) 

 

Total True = CALCULATE(COUNTROWS('Account Engaged'), 'Account Engaged'[Engaged]=TRUE())

 

Total Client = COUNTROWS('Account Engaged')

 

True/Client = DIVIDE([Total True], [Total Client])
Did I answer your question?
Please mark my post as solution, this will also help others.
Please give Kudos for support.

Marcus Wegener work at KUMAVISION AG , one of the world's largest
implementation partners for Microsoft Dynamics. #
"Get the most out of data, with Power BI."
twitter - LinkedIn - YouTube - website


View solution in original post

That's it exactly and it worked perfectly. Thank you so much!

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