Help with solution for multiple criteria

[Anonymous]

Hi!

I am pretty new in power-bi and need help with a formula and logic for a customer analysis. Since I couldn't find any similar issue in the forum I try to explain my situation below.

The company I work for run 3 different brands, lets call them lens1, lens2, and lens3. What I now need to get a grip of is (1) how many customers as we have in each brand (witin the same market), (2) how many customers that belongs to more than one brand, and also (3) whithin which brand the latest purchase took place.

Sample data is attached below: 

Sales table

Brand_key	market_key	customer_key	order_number	order_date	latest_order_date
1	11	123	1001	09-jan-18	10-dec-19
1	11	123	1020	10-dec-19	10-dec-19
2	11	123	1100	05-jan-17	05-jan-17
3	11	123	1200	20-jun-18	20-jun-18
1	14	125	1201	11-jan-20	11-jan-20
1	14	126	1202	12-jan-20	12-jan-20
2	14	125	1205	02-feb-20	02-feb-20
3	14	127	1206	10-mar-20	10-mar-20
1	12	128	1207	10-mar-20	10-mar-20
2	12	129	1208	10-jun-20	10-jun-20
3	12	129	1209	10-jul-20	10-jul-20
1	14	130	1210	10-aug-20	10-aug-20
2	14	130	1211	11-aug-20	11-aug-20
1	14	131	1212	12-aug-20	12-aug-20
2	12	132	1213	10-jul-20	10-jul-20
1	13	133	1005	10-aug-17	10-jun-20
1	13	133	1215	10-jun-20	10-jun-20
2	13	133	1220	05-jun-19	05-jun-19
3	13	133	1225	11-mar-19	11-mar-19

Brand table

Brand_key	Brand_name
1	lens1
2	lens2
3	lens3

Market table

Market_key	Market_NAME
11	FINLAND
12	DENMARK
13	NORWAY
14	SWEDEN

Customer table

CUSTOMER_KEY	CUSTOMER_EMAIL
123	123@gmail.com
125	125@gmail.com
126	126@gmail.com
127	127@gmail.com
128	128@gmail.com
129	129@gmail.com
130	130@gmail.com
131	131@gmail.com
132	132@gmail.com
133	133@gmail.com

To be mention is that last order date within the sales table is a calculated column based brand, market, and customer key. The latest order date will always be max.

Expected output from sample data:

Total no customers in lens 1	7
Total no customers in lens 2	6
Total no customers in lens 3	4
Customers purchased in both lens1&lens2 (in same market)	4
Customers purchased in both lens1&lens3 (in same market)	2
Customers purchased in both lens2&lens3 (in same market)	3
Customer purchased in lens1&lens2 with latest purchase in lens1 (in same market)	2
Customer purchased in lens2&lens3 with latest purchase in lens2 (in same market)	1
Customer purchased in lens1&lens3 with latest purchase in lens1 (in same market)	2

Explanation in words 

The following three questions need to be answered:

(1) What is the total number of customers for each brand?

First I need to understand how many customers I actually have for each brand. The brand is here called lens1, lens2, lens3. 

(2) How many customers belongs to more than one brand?

When I know the answer of (1), I need to undertand how many customers that are customers/ have purchased from another brand as well. For example, no customer in lens1 & lens2 are in this sample data 4. 

(3) Within which took the latest purchase place?

When knowing which customers that belongs to more than one brand (2), I need to undertand where the latest purchase took place. For example, customers in both lens1 &lens2 where the latest purchase was in lens1 is in the sample data 2. 

Hope that someone has the an idea of how to to this - Thanks in advance!

[Icey · Accepted solution]

Hi @Anonymous ,

How about this?

1. Create measures.

Customers purchased more brand = 
COUNTROWS (
    FILTER (
        VALUES ( Sales[customer_key] ),
        COUNTROWS (
            INTERSECT (
                CALCULATETABLE ( VALUES ( Sales[Brand_key] ) ),
                VALUES ( Brand[Brand_key] )
            )
        )
            = COUNTROWS ( VALUES ( Brand[Brand_key] ) )
    )
)

Customers purchased more brand 2 = 
VAR MinBrandKey =
    MIN ( Brand[Brand_key] )
VAR t =
    SUMMARIZE (
        FILTER (
            ADDCOLUMNS (
                Sales,
                "Last_", CALCULATE (
                    MAX ( Sales[latest_order_date] ),
                    FILTER (
                        ALLSELECTED ( Sales ),
                        Sales[market_key] = MAX ( Sales[market_key] )
                            && Sales[customer_key] = MAX ( Sales[customer_key] )
                    )
                )
            ),
            [Last_] = [latest_order_date]
                && [Brand_key] = MinBrandKey
        ),
        [customer_key]
    )
RETURN
    COUNTROWS (
        FILTER (
            t,
            COUNTROWS (
                INTERSECT (
                    CALCULATETABLE ( VALUES ( Sales[Brand_key] ) ),
                    VALUES ( Brand[Brand_key] )
                )
            )
                = COUNTROWS ( VALUES ( Brand[Brand_key] ) )
        )
    )

Customers purchased more brand and latest order date in min selected brand =
SUMX ( VALUES ( Sales[customer_key] ), [Customers purchased more brand 2] )

Title 1 =
IF (
    COUNTROWS ( VALUES ( Brand ) ) = 1,
    "Total no customers in " & SELECTEDVALUE ( Brand[Brand_name] ),
    "Customers purchased in "
        & CONCATENATEX ( VALUES ( Brand[Brand_name] ), [Brand_name], " & " ) & " (in same market)"
)

Title 2 = 
IF (
    COUNTROWS ( VALUES ( Brand ) ) = 1,
    "Total no customers in " & SELECTEDVALUE ( Brand[Brand_name] ),
    "Customer purchased in "
        & CONCATENATEX ( VALUES ( Brand[Brand_name] ), [Brand_name], " & " ) & " with latest purchase in "
        & MIN ( Brand[Brand_name] ) & " in same market"
)

Total no. customers = DISTINCTCOUNT(Sales[customer_key])

2. Create visuals.

3. Test.

BTW, .pbix file attached.

Best Regards,

Icey

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Fowmy]

@Anonymous 

I worked out a solution but I was not sure about the last question, please check.

You can download the file: HERE

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