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Purchase Frequency Stratification



I am trying to solve the following problem in PowerBI.  I am analyzing customer purchase frequency, so I created a dynamic measure that calculates how many unique months a customer purchases an item in over a period of time.  I then divide that by the months that are in that period to come up with a Customer Purchase Frequency.  


[Customer Purchase Frequency] = [Unique Months Customer Purchased] / [Months in Selection]


This results in a percentage that I can then put into buckets, no matter the length of the period selected.  For example:


Purchase FrequencyMinMax
0 - 3 Months75.0%100.0%
3 - 6 Months50.0%75.0%
6 - 12 Months8.3%50.0%
12+ Months0.0%8.3%


What I would like to do now is summarize my sales, unique customer count, etc. by my "Purchase Frequency" buckets as defined above.  The issue I am having is that since my "Customer Purchase Frequency" is created from a measure, I can't use it or my buckets based off it as an axis on any charts or tables.


I believe the solution has to do with using a disconnected table, formatted like the table above, but I am not sure how to get my sales, customer counts, and other calculations to work with it.  Any direction would be much appreciated.  Also, if there is a simpler solution to this problem, please let me know.



Community Support
Community Support

Hi @MLemanski

If you want the "Customer Purchase Frequency" to be used in axis, you could create a calculated column with theis formula.

If you want to get a table using the column from your original table, you could consider the dax function Summarize.



Best Regards



Hi Maggie,


My issue is that the Customer Purchase Frequency is a dynamic calculation.  A customer's purchase frequency may be "0-3 Months" for one category of product, but "6-12 Months" for another category.  When I try using a calculated column, it just gives me an overall frequency, regardless of how I want to filter it.


I have my data in the standard format, with "Sales Data" table connected to a "Customer" table, "Item" table, and "Calendar".


In PowerPivot, my work around was creating a pivot table that listed each customer and calculated their purchase frequency and sales based on which item category slicers I selected.  I then referenced that table using Excel's native CountIfs or SumIfs functions to summarize them into the buckets that I wanted based off the logic in my original post.


I hope this adds some clarity for what I am looking for!

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