DAX for Same Month Year over Year Retention

[Anonymous]

Hello, 

Power BI Novice here, I have below customer table, I need to come up with customer rentention rate for the month, based on customer is considered retention for that month if they had a transaction in the same month in previous year, but not too sure what's the best way to do this. Would apprecaite any help I can get here.

[amitchandak · Accepted solution]

@Anonymous , refer this, your last month is a year behind

Customer Retention Part 1:
https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-1-Month-on-Month-Retention/ba-p/1361529

MTD= CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))


LMTD= CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-12,MONTH)))

other formula
Previous year Month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth(dateadd('Date'[Date],-11,MONTH)))
last year MTD (complete) Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-12,MONTH))))

retain

Lost Customer This Month = countx(VALUES(Customer[Customer Id]),if(ISBLANK([MTD]) && not(ISBLANK([LMTD])) , [Customer Id],BLANK()))

New Customer This Month = countx(VALUES(Customer[Customer Id]), if(ISBLANK([LMTD]) && not(ISBLANK([MTD])) ,[Customer Id],BLANK()))

Retained Customer This Month = if(not(ISBLANK([MTD])) && not(ISBLANK([LMTD])) , 1,BLANK())