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CIWEB Regular Visitor
Regular Visitor

Re: Tracking Customers Year Over Year

I am now revisiting this topic, if I wanted to calculate Returning Customers as individuals who have made at least two purchases over five years, and add a new category as Infrequent Customers as individuals who made only one purchase in the past five years, and New Customer as someone who purchased this year but none in the previous five years. Could that be done using a similar formula?

Super User
Super User

Re: Tracking Customers Year Over Year

Hi,

 

Share some data (for 5 years atleast) and show the expected result there.

CIWEB Regular Visitor
Regular Visitor

Re: Tracking Customers Year Over Year

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So I would like to have it so that if the Mail # appears for five consecutive years for them to be considered Returning. If the Mail # appears between 4-5 times in five years to be Considered Infrequent. When the Mail # occurs for the first time for it to show up as New.

Is this possible?

Thanks!

Super User
Super User

Re: Tracking Customers Year Over Year

Hi,

 

I do not understand.  For Mail # 99, what is the logic of 0,1,1,1,0?  Explain in detail.

CIWEB Regular Visitor
Regular Visitor

Re: Tracking Customers Year Over Year

The first year a Mail # appears they are considered New, and recieve a 1.

The Second year a Mail # appears within a five year period they are no longer considered New and are now considered Infrequent, so they have a 0 for the New column, and a 1 for the Infrequent column.

The Third year a Mail # appears within a five year period they remain as Infrequent and get a 1 in the Infrequent column.

The Fourth Year a Mail # appears within a five year period they remain as Infrequent and get a 1 in the Infrequent column.

The Fifth Year a Mail # appears within a five year period they are no longer considered Infrequent and are now considered Returning, so they have a 0 for the Infrequent column, a 0 for the New column and a 1 for the Returning column.

If a Mail # appears each year for more than five consecutive years they recieve a 1 in the Returning column for each of the years after year five.

Does this make more sense?

Super User
Super User

Re: Tracking Customers Year Over Year

Hi,

 

Download my PBI file from here.  Please check this thoroughly and revert.

 

Hope this helps.

 

Untitled.png

CIWEB Regular Visitor
Regular Visitor

Re: Tracking Customers Year Over Year

Great thank you so much, the only thing is am I not able to get a count of returning, new, or infrequent by year?

If I change the Mail # to a count it looks like it turns the whole display chart blank. I would love to be able to take the data and get a count of each of those customer types by year...


Thanks

Super User
Super User

Re: Tracking Customers Year Over Year

Hi,

 

I have done it for new customer only.  Please apply the same concept for the others yourself.  You may download my PBI file from here.

 

Hope this helps.

 

Untitled.png

chq Regular Visitor
Regular Visitor

Re: Tracking Customers Year Over Year

I am trying to do the same thing. How would you account for any duplicate data points that appear?

Super User
Super User

Re: Tracking Customers Year Over Year

Hi,

I do not understand your question.  Share some data and show the expected result.

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