RFM Analysis_ F&M metric grouping along with Visual

[adudani]

Hi Experts,

I Have created the RFM Analysis using this article.

 RFM Analysis for Customer Segmentation with Power BI | by Ploii Tubsamon | Medium

This doesn't meet the requirement as I wish to achieve a metric that accounts for F & M scores/values together in order to plot it in this manner.

Appreciate any help with the DAX and which visual to use to plot this?

here is the link to all related files: PowerBI

Thanks for your help in advance.

[adudani]

@Greg_Deckler  Appreciate any insight on how resolve this.

This is posted on the spanish community  form as well however no response from either boards.

Please let me know if any additional information is required.

thanks in advance

[Greg_Deckler]

@adudani When you say "I wish to achieve a metric that accounts for F & M scores/values together" what do you mean by that? Like an average of the two or the max/min of the two or ?

[adudani]

The average of the two works, as long as the RFM scores (111-555) assigned to the segments (champions, loyalist etc.) don't have to be changed based on the calculation.

If it does change the segmentation scores, any solution to combine the F&M score without impacting the segmentation?

Please let me know if any more information is required.

[Greg_Deckler · Accepted solution]

@adudani Well, see, that's the thing, if you combine those two scores then you only have 2 "digits" to your RFM score. It seems you are concatenating the R, F and M scores together, which gives you a three digit text string whereby you are classifying the items into your categories. So, if you combine M and F into a single score, then you would need your classification to be 2 digit text strings and not 3 digit text strings. If you average your M and F, you could always use TRUNC to drop the decimal portion or ROUND/ROUNDUP/ROUNDDOWN depending on how you want to account for the decimal portion. But, you will need 2 digit string classifiers for your categories.

[adudani]

Thanks for the quick response.

That answers my question. 

Appreciate the support.