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ebeauchamp
Helper I
Helper I

Counting customers for a product migration dashboard

Hi, I am trying to use the product revenue from a transactions table to identify the count of customers in a migration dashboard. In this scenario, let's say Product A is the old product, and Product B is the new one. Based on this, we have 4 possible types of customers:

1. Customers to be migrated: Only has revenue from Product A in the current period
2. Customers being migrated:  Has revenue from Product A and Product B, in the current period
3. Customers migrated:  Had revenue from Product A in the past, but only has revenue from Product B in the current period
4. NetNew customer: Only has revenue from Product B. Never had Product A before, so should therefore be excluded from migration dashboard.

From the transactions table, I am able to create a SumX measure for Product A revenue, and another SumX measure for Product B revenue. These measures can then be used as columns in a table visual, where filters on each column, such as ProdA revenue > 0 and ProdB revenue > 0, will give the proper list of customers.

Where I am struggling is when trying to convert this into to measures that will simply provide a count of customers, to be displayed on 3 cards, eg.  
Migration not started:  145
Migration in process:  12
Migration complete: 58

For the "Migration in process", eg customers with revenue from both products, I have tried something like this:

CALCULATE(
DISTINCTCOUNT(Transactions[CustomerName] ),
FILTER(Transactions,[Product A Revenue] > 0),
FILTER(Transactions,[Product B Revenue] > 0),
)


But only one of the filters is applied (the first one). Not sure if they need to be combined or nested differently. Or whether a completely different approach is needed.
  
Any help would be appreciated!
Thanks
 

1 ACCEPTED SOLUTION
parry2k
Super User III
Super User III

@ebeauchamp did not read the whole thing fully but try this

 

CALCULATE(
DISTINCTCOUNT(Transactions[CustomerName] ),
FILTER(Transactions,[Product A Revenue] > 0 && [Product B Revenue] > 0)
)

 

Check my latest blog post Compare Budgeted Scenarios vs. Actuals I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.

 






Did I answer your question? Mark my post as a solution.

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Feel free to email me with any of your BI needs.





View solution in original post

1 REPLY 1
parry2k
Super User III
Super User III

@ebeauchamp did not read the whole thing fully but try this

 

CALCULATE(
DISTINCTCOUNT(Transactions[CustomerName] ),
FILTER(Transactions,[Product A Revenue] > 0 && [Product B Revenue] > 0)
)

 

Check my latest blog post Compare Budgeted Scenarios vs. Actuals I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.

 






Did I answer your question? Mark my post as a solution.

Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.





View solution in original post

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