cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Gaurav_Lakhotia
Helper II
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 NameJan-20
AlexRetention = 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
amitchandak
Super User
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://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
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...


Appreciate your Kudos.

Did I answer your question? Mark my post as a solution! Appreciate your Kudos!! !!
Dashboard of My Blogs !! Connect on Linkedin

Learn Power BI Beginners !! Advance Power BI Concepts !! Power BI For Tableau User !! Learn Power BI in Hindi !!
Proud to be a Super User!
harshnathani
Super User
Super User
harshnathani
Super User
Super User

Hi @Gaurav_Lakhotia ,

 

 

You can have a look at the video.

 

https://www.youtube.com/watch?v=h9kRwgamLcw

 

Regards,

Harsh Nathani


Regards,

Harsh Nathani


Appreciate with a Kudos!! (Click the Thumbs Up Button)

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

Helpful resources

Announcements
UG GA Amplification 768x460.png

Launching new user group features

Learn how to create your own user groups today!

November Power BI Update 768x460.png

Check it Out!

Click here to read more about the November 2021 Updates!

M365 768x460.jpg

Microsoft 365 Collaboration Conference | December 7–9, 2021

Join us, in-person, December 7–9 in Las Vegas, for the largest gathering of the Microsoft community in the world.