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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
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Helper II
Helper II

Re: Customer Retention

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Helper II
Helper II

Re: Customer Retention

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Highlighted
Microsoft
Microsoft

Re: Customer Retention

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.
Highlighted
Helper II
Helper II

Re: Customer Retention

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 ?

Highlighted
Helper II
Helper II

Re: Customer Retention

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