Advanced Analytics in Power BI module tilted Customer attrition

Power BI
1

Just an FYI…I was reviewing a lesson in the Advanced Analytics in Power BI module titled
“Customer attrition” and noticed something that I think might be an error?

The new customer number appears to generate the same number as the lost customer calculation in the attached PBI workbook that comes with the lesson.

2

Will have a look into this one.

Check out these for some updated formulas on Customer Attrition in the meantime.

https://forum.enterprisedna.co/t/how-many-new-customers-do-you-have-each-month-advanced-power-bi-analytics/759

https://forum.enterprisedna.co/t/evaluating-new-customer-sales-advanced-analytics-in-power-bi/760

Chrs
Sam

3

Cool, thanks Sam!

6

Hi @Mack,

Had the same issue and did the following mix to exclude “New Customer” from “Lost Customer” count.

(REV) Lost Customers = 
VAR CustomersList = VALUES( Sales[Customer ID] )
VAR ChurnDate = 90

VAR LostCustomer =
COUNTROWS(
	FILTER(
		CustomersList,
		CALCULATE( COUNTROWS( Sales ), 
			FILTER( ALLSELECTED( Dates ), 
				Dates[Date] >  (MIN( Dates[Date] ) - ChurnDate ) &&
				Dates[Date] < MIN( Dates[Date] ) ) ) 
		= 0 ) )

VAR NewCustomer =
COUNTROWS(
	FILTER( 
		CustomersList,
		CALCULATE( COUNTROWS( Sales ), 
			FILTER( ALLSELECTED( Dates ), Dates[Date] < MIN( Dates[Date] ) ) ) = 0 ) )

VAR LostCustomerTable =
	SUMMARIZE ( Sales, "Lost", LostCustomer )
VAR NewCustomerTable =
	SUMMARIZE ( Sales, "New", NewCustomer )

RETURN
	COUNTROWS ( EXCEPT ( LostCustomerTable, NewCustomerTable ) )

Rgds