Cohort Analysis To Calculate How Many Distinct Customers Retained Every Month

[Anonymous]

Hi Everyone, 

I am trying to do Cohort Analysis on Customers who are retained in subsequent months.Please see the below excel which needs to be created in Power BI

Customers (Count)
Year	Month	Initial	1M	2M	3M	4M	5M	6M
2015	7	1,648	822	734	690	640	610	596
2015	8	1,498	776	711	656	626	610
2015	9	1,515	787	657	643	620
2015	10	1,498	721	659	638
2015	11	1,377	717	682
2015	12	1,398	741
2016	1	1,467

If my distinct Customers in July 2015 are 1,648, only 822 are retained out of those 1,648  after 1M(1month) and so on and so forth.

Similarly for subsequent months distinct customers are calculated and further calulations of retention are done based on the Initial Data.

Can someone please help me with the DAX functions and the method to proceed further.

Thanks,

Kanchan

[MAAbdullah_47]

Hi Dear

Where can I found the answer of your question?

[Greg_Deckler]

https://community.powerbi.com/t5/Quick-Measures-Gallery/Patient-Cohort-AND-Slicer/m-p/391883#M130

[Anonymous]

If you could share the sample data.
But this will be the steps you follow.

1. Calculate the OrderPeriod in yyyy-mm format for each transaction ,

YEAR(Query1[entryDate])&VALUE(FORMAT(MONTH(Query1[entryDate]),"00"))

2. Calculate the Cohort Group for that transaction 

FORMAT(CALCULATE(MIN(Query1[entryDate]),

ALLEXCEPT(Query1,Query1[custId])),"yyyy-mm").

Then use summarize DAX function to get total customers 

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

[suebayes]

Hi @Anonymous 

How did you progress with this, am looking at doing the same?

sue

[v-yuta-msft]

@Anonymous ,

If my distinct Customers in July 2015 are 1,648, only 822 are retained out of those 1,648  after 1M(1month) and so on and so forth.

Similarly for subsequent months distinct customers are calculated and further calulations of retention are done based on the Initial Data.

Can someone please help me with the DAX functions and the method to proceed further.

---

Actually you have clarified your table structure very well. In addtion would you please tell me what's the expected value? Are you trying to calculate come percentage like increase rate or decrease rate? To be general, you may refer to quick measure about how to create measures using DAX function in power bi to achieve what you want.

Community Support Team _ Jimmy Tao

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

[Anonymous]

@v-yuta-msft  The table shown in my post is what my output should be. I have distinct customernames for past 6 months(Months are selected dynamically based on current month).

I checked quick measures also but could not find anything that could be used directly for this scenario. This is a quite complicated scenario. 

  Please let me know if you know what functions could be used.

Thanks!

Kanchan

[Greg_Deckler]

Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

Note, Notifications are not working right now, so if you update this with data, please send me a Private message.

[MAAbdullah_47]

Hi @Greg_Deckler  
I'm Interested in (Cohort analysis post) but I didn't understand your answer completely, where can I found the complete article (post) answer regarding cohort analysis?

[Anonymous]

@Greg_Deckler  Thank you for sharing the link.

I will make sure I follow all these basic rules while posting any questions in future 🙂