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Helper II

## Customer Retention Rate

Hi All, I want to calculate customer retention rate. For that I need to calculate Active customer, which is Customers who made purchase in period of last 3 months.

Customer Retention % = Customers Purchased (Prev. 6 Month Period) AND Customers Purchased (Prev. 3 Month Period)

 Customer Name Jan-20 Alex Retention = if sum of purchase > 0 for Nov-19 to Jan-20 and sum of Purchase > 0 for aug-19 to oct-19, then Yes
3 REPLIES 3
Super User

@Gaurav_Lakhotia , You can use rolling formula's with date table, example

``````Rolling 6 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(Sales[Sales Date]),-6,MONTH))
Rolling 6 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX(Sales[Sales Date]),-6,MONTH))
``````

``````Rolling 3 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(Sales[Sales Date]),-3,MONTH))
Rolling 3 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX(Sales[Sales Date]),-3,MONTH))
``````

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...

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Super User
Super User

You can have a look at the video.

Regards,

Harsh Nathani

Regards,

Harsh Nathani

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