cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
slyfox
Helper II
Helper II

Customer Retention

Hello 

 

What measure can be used to identify customers with

- No sales in Selected Month

- No sales in Previous Month

- No sales in Previous 3 Month ?

 

PBI file

 

Cus Ret.png

5 REPLIES 5
v-yulgu-msft
Microsoft
Microsoft

Hi @slyfox,

 

Please try below measures:

No sales in selected Month =
IF (
    CALCULATE (
        SUM ( F_Invoice[Qty] ),
        FILTER (
            ALL ( F_Invoice ),
            F_Invoice[LINK_Customer] = SELECTEDVALUE ( D_Customer[LINK_Customer] )
                && YEAR ( F_Invoice[LINK_Date] ) = SELECTEDVALUE ( D_Date[DATE_YearNumber] )
                && MONTH ( F_Invoice[LINK_Date] ) = SELECTEDVALUE ( D_Date[DATE_MonthNumber] )
        )
    )
        = BLANK (),
    "No sales",
    "Have Sales"
)

No sales in previous Month =
VAR previousYearNumber =
    IF (
        SELECTEDVALUE ( D_Date[DATE_MonthNumber] ) = 1,
        SELECTEDVALUE ( D_Date[DATE_YearNumber] ) - 1,
        SELECTEDVALUE ( D_Date[DATE_YearNumber] )
    )
VAR previousMonthNumber =
    IF (
        SELECTEDVALUE ( D_Date[DATE_MonthNumber] ) = 1,
        12,
        SELECTEDVALUE ( D_Date[DATE_MonthNumber] ) - 1
    )
RETURN
    IF (
        CALCULATE (
            SUM ( F_Invoice[Qty] ),
            FILTER (
                ALL ( F_Invoice ),
                F_Invoice[LINK_Customer] = SELECTEDVALUE ( D_Customer[LINK_Customer] )
                    && YEAR ( F_Invoice[LINK_Date] ) = previousYearNumber
                    && MONTH ( F_Invoice[LINK_Date] ) = previousMonthNumber
            )
        )
            = BLANK (),
        "No sales",
        "Have Sales"
    )

No sales in previous 3 Month =
IF (
    CALCULATE (
        SUM ( F_Invoice[Qty] ),
        DATESINPERIOD (
            D_Date[DATE_Date].[Date],
            DATE ( SELECTEDVALUE ( D_Date[DATE_YearNumber] ), SELECTEDVALUE ( D_Date[DATE_MonthNumber] ), 1 ),
            -3,
            MONTH
        ),
        FILTER (
            ALL ( F_Invoice ),
            F_Invoice[LINK_Customer] = SELECTEDVALUE ( D_Customer[LINK_Customer] )
        )
    )
        = BLANK (),
    "No sales",
    "Have Sales"
)

Best regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Dear @v-yulgu-msft

 

The problem is that the grand total on the column does not display the sum of such customers for which there were no sales.

Could be possible to adjust your measures ?

up

slyfox
Helper II
Helper II

Up

up

Helpful resources

Announcements
Carousel_PBI_Wave1

2023 Release Wave 1 Plans

Power BI release plans for 2023 release wave 1 describes all new features releasing from April 2023 through September 2023.

Power BI Summit Carousel 2

Global Power BI Training

Make sure you register today for the Power BI Summit 2023. Don't miss all of the great sessions and speakers!

BizApps LATAM 2023

Business Application LATAM Summit 2023

Join the biggest FREE Business Applications Event in LATAM this February.

Power Platform Bootcamp

Global Power Platform Bootcamp

In this bootcamp we will deep-dive into Microsoft’s Power Platform stack with hands-on sessions and labs, delivered to you by experts and community leaders.