cancel
Showing results for
Did you mean:
Helper I

Cohort Analysis - DAX

Hi Folks

I want to create a Cohort Analysis. This involves calculating the the percentage of a cohort that is left in each of the subsequent months  following an initial signup. The screenshot below demonstrates the basic concept.  I want to avoild hard coding any date filters as a new cohort is added each month.

I am thinking the solution involves a CALCULATE formula, but I am getting tripped up with the DAX to identify the denominator in the % calculation (the starting number of customers in each Cohort (40 in the first cohort, 35 in the second 30  in the 3rd cohort).

Can anyone help me out with the DAX?

Any help is much appreciated.  Excel/ PowerPivot File attached.

Thanks Steve

1 ACCEPTED SOLUTION
Super User I

Hi Steve,

Here are a couple of ideas I can think of depending on the logic you want to apply (they give the same answer using your sample data).

These are additive over signup month (which you may want) and invoice month (which you may not want). You can modify that behaviour if needed.

1. Denominator = For each Signup Month, Number of customers where Invoice Month = Signup Month

```=
DIVIDE (
[Count of Customer ID],
CALCULATE (
[Count of Customer ID],
GENERATE (
VALUES ( Table1[Signup Month] ),
FILTER (
ALL ( Table1[Invoice_Month] ),
Table1[Invoice_Month] = Table1[Signup Month]
)
)
)
)```

2. Denominator = For each Signup Month, Number of customers in first Invoice Month with nonblank customers

```=
DIVIDE (
[Count of Customer ID],
CALCULATE (
[Count of Customer ID],
GENERATE (
VALUES ( Table1[Signup Month] ),
FIRSTNONBLANK ( ALL ( Table1[Invoice_Month] ), [Count of Customer ID] )
)
)
)```

Owen 🙂

Owen Auger

My Blog
5 REPLIES 5
Super User I

Hi Steve,

Here are a couple of ideas I can think of depending on the logic you want to apply (they give the same answer using your sample data).

These are additive over signup month (which you may want) and invoice month (which you may not want). You can modify that behaviour if needed.

1. Denominator = For each Signup Month, Number of customers where Invoice Month = Signup Month

```=
DIVIDE (
[Count of Customer ID],
CALCULATE (
[Count of Customer ID],
GENERATE (
VALUES ( Table1[Signup Month] ),
FILTER (
ALL ( Table1[Invoice_Month] ),
Table1[Invoice_Month] = Table1[Signup Month]
)
)
)
)```

2. Denominator = For each Signup Month, Number of customers in first Invoice Month with nonblank customers

```=
DIVIDE (
[Count of Customer ID],
CALCULATE (
[Count of Customer ID],
GENERATE (
VALUES ( Table1[Signup Month] ),
FIRSTNONBLANK ( ALL ( Table1[Invoice_Month] ), [Count of Customer ID] )
)
)
)```

Owen 🙂

Owen Auger

My Blog
Regular Visitor

this formula does not work. it says too few arguments are trying to pass the filter function

Helper V

where is the signup month formula?

Helper I

Excellent! Thanks Owen. Just what I was after.

Helper I

would you mind to share the solution in pbix format? Because these solutions doesn't work in my model. What data do you use for the matrix's column and row header?

Announcements

2021 Release Wave 2 Plan

Power Platform release plan for the 2021 release wave 2 describes all new features releasing from October 2021 through March 2022.

Microsoft named a Leader in The Forrester Wave

Microsoft received the highest score of any vendor in both the strategy and current offering categories.

Microsoft Dynamics 365 & Power Platform User Professionals

DynamicsCon is a FREE, 4 half-day virtual learning experience for 11,000+ Microsoft Business Application users and professionals.

Top Solution Authors
Top Kudoed Authors