cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Adambk
Frequent Visitor

Customer Deposit Monthly Flow

Hello,

 

I'm a little stuck on this one.

I need to show the Monthly Customer Deposit Flow. as so:

Adambk_0-1637235072309.png

 

as in, if in June we got 509 New customers (made their first deposit) I want to see what happened to those customers through out the months. like, then out of thos 509 only 121 made a repeat deposit in July the out of thos 509 made 20 in Aug ext

but always looking at the total new customers made in that month (509)

 

my data model has a Dim Date Connected to the Fact Tranastion table:

Adambk_1-1637235336736.png

 

 

the Fact Table is structured as so:

Adambk_2-1637235408904.png

 

 

maybe the probelms is DAX? or the data stucture?

i dont know

thank you

 

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Adambk , Create a date of first deposit and then you can do them

 

New Column

First date = minx(filter(Table, [Customer] = earlier([Customer]) ), [Date])

 

refer this blog for rest

Customer Retention Part 3: Period Of Stay – Cohort Analysis: https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-3-Period-Of-Stay-Cohort-Anal...



Power BI Features || Datamarts: https://youtu.be/8tskWsJTEpg || Field Parameters : https://youtu.be/lqF3Wa1FllE?t=70
Time Intelligence Decoded : https://youtu.be/aU2aKbnHuWs&t=145s
Did I answer your question? Mark my post as a solution! Appreciate your Kudos !! Proud to be a Super User! !!
Dashboard of My Blogs !! Connect on Linkedin !! Subscribe to my youtube Channel !!
Want To Learn Power BI | Beginners !! Advance Concepts !! Power BI For Tableau User !!

View solution in original post

2 REPLIES 2
amitchandak
Super User
Super User

@Adambk , Create a date of first deposit and then you can do them

 

New Column

First date = minx(filter(Table, [Customer] = earlier([Customer]) ), [Date])

 

refer this blog for rest

Customer Retention Part 3: Period Of Stay – Cohort Analysis: https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-3-Period-Of-Stay-Cohort-Anal...



Power BI Features || Datamarts: https://youtu.be/8tskWsJTEpg || Field Parameters : https://youtu.be/lqF3Wa1FllE?t=70
Time Intelligence Decoded : https://youtu.be/aU2aKbnHuWs&t=145s
Did I answer your question? Mark my post as a solution! Appreciate your Kudos !! Proud to be a Super User! !!
Dashboard of My Blogs !! Connect on Linkedin !! Subscribe to my youtube Channel !!
Want To Learn Power BI | Beginners !! Advance Concepts !! Power BI For Tableau User !!

I did exactly what you said and it WORKED!!

thank you so much!

Adambk_0-1637249484177.png

 

 

I wanted to know how I can take the empty slots and make a forcast" based on the %?

thanks

Helpful resources

Announcements
August 1 episode 9_no_dates 768x460.jpg

The Power BI Community Show

Watch the playback when Priya Sathy and Charles Webb discuss Datamarts! Kelly also shares Power BI Community updates.

Power Platform Conf 2022 768x460.jpg

Join us for Microsoft Power Platform Conference

The first Microsoft-sponsored Power Platform Conference is coming in September. 100+ speakers, 150+ sessions, and what's new and next for Power Platform.

Top Solution Authors
Top Kudoed Authors