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Hello,
There are two monthly snapshotted tables as shared below.
I need to create a new column in the customers table.
This column needs to show whether or not the customer has zero active units left in that snapshot while at least one active contract in the previous snapshot.
In the example below, the customer with ID 10 was left with zero active contracts on snapshot 202203 while having 1 active contract on 202202; and was flagged as a lost customer on 202203.
CustomerIDYearMonth column is the key between the two tables.
Thanks in advance!
Contracts table
Snapshot Year Month | Customer ID | CustomerIDYearMonth | Contract ID | Is Active Contract of This Month | Is Termination of This Month |
202201 | 10 | 10202201 | 1 | TRUE | FALSE |
202202 | 10 | 10202202 | 1 | TRUE | FALSE |
202203 | 10 | 10202203 | 1 | FALSE | TRUE |
202204 | 10 | 10202204 | 1 | FALSE | FALSE |
202201 | 10 | 10202201 | 2 | TRUE | FALSE |
202202 | 10 | 10202202 | 2 | FALSE | TRUE |
202203 | 10 | 10202203 | 2 | FALSE | FALSE |
202204 | 10 | 10202204 | 2 | FALSE | FALSE |
202201 | 20 | 20202201 | 3 | TRUE | FALSE |
202202 | 20 | 20202202 | 3 | TRUE | FALSE |
202203 | 20 | 20202203 | 3 | TRUE | FALSE |
202204 | 20 | 20202204 | 3 | TRUE | FALSE |
202201 | 20 | 20202201 | 4 | TRUE | FALSE |
202202 | 20 | 20202202 | 4 | TRUE | FALSE |
202203 | 20 | 20202203 | 4 | TRUE | FALSE |
202204 | 20 | 20202204 | 4 | TRUE | FALSE |
Customers table
Snapshot Year Month | Customer ID | CustomerIDYearMonth | Is Lost Customer of This Month (Desired Result) |
202201 | 10 | 10202201 | FALSE |
202202 | 10 | 10202202 | FALSE |
202203 | 10 | 10202203 | TRUE |
202204 | 10 | 10202204 | FALSE |
202201 | 20 | 20202201 | FALSE |
202202 | 20 | 20202202 | FALSE |
202203 | 20 | 20202203 | FALSE |
202204 | 20 | 20202204 | FALSE |
@kzmlbyrk , refer if these approaches can help, you need join the date table on the snapshot date (you can create date using year month)
date = date( left([Snapshot Year Month],4) ,right([Snapshot Year Month],2),1)
Customer Retention Part 1:
https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-1-Month-on-Month-Retention/b...
Customer Retention Part 2: Period over Period Retention :https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-2-Period-over-Period-Retenti...
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