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ebeauchamp Frequent Visitor
Frequent Visitor

Finding customers that transacted in the past 2 months but stopped in the last 15 days

Hi,

Tried many of the suggestions for This Period vs Last Period to calculate the customer churn, but cannot yet nail the solution down. The goal is to have the count and the list of customers that were transacting in the last X days, but did not in the last Y days. These 2 items possibly as variables. The context is there is a transaction table, where the daily "usage" (or sales) is reported. So typically a customer has usage on a daily basis, but we want to easily find those who stopped transacting in the short term. Any help appreciated, thanks! 

1 ACCEPTED SOLUTION

Accepted Solutions
Super User
Super User

Re: Finding customers that transacted in the past 2 months but stopped in the last 15 days

Hi,

You may download my PBI file from here.

Hope this helps.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

5 REPLIES 5
Super User
Super User

Re: Finding customers that transacted in the past 2 months but stopped in the last 15 days

Hi,

Share some data and show the expected result.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
ebeauchamp Frequent Visitor
Frequent Visitor

Re: Finding customers that transacted in the past 2 months but stopped in the last 15 days

Very basic example:

DateCustomerSales
2019-10-07CustomerY40
2019-11-15CustomerA23
2019-11-17CustomerB12
2019-12-08CustomerA78


Always using today (Dec 14 for the example) as the reference.
From this table, only Customer B had sales in the last 60 days, but no sales in the last 15 days.

The expected result is the list of customers matching these 2 criteria, to know who they are.
The 60 days and 15 days can be hardcoded in the measure for now, and eventually I would set them via a slicer.

Thanks!

Super User
Super User

Re: Finding customers that transacted in the past 2 months but stopped in the last 15 days

Hi,

You may download my PBI file from here.

Hope this helps.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

ebeauchamp Frequent Visitor
Frequent Visitor

Re: Finding customers that transacted in the past 2 months but stopped in the last 15 days

Thank you very much, added those concepts to my report and it now works like a charm.

Super User
Super User

Re: Finding customers that transacted in the past 2 months but stopped in the last 15 days

You are welcome.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

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