Customer Retention with total sales for new customers

DAX DAX Calculations
1

Hello!

This is a continuation of my previous post “Customer Retention”.
Thanks to @Melissa, I was able to figure out the retention DAX formula but I did have to completely remodel my existing model.

I am trying to figure out Sales that came from new customers that enrolled and placed orders in a cycle. Once I have that, I can create measures to see the % of sales that come from the new customers vs total sales, Average spend, etc.

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Attached is the sample file and any help with this is really appreciated. Retention with Sales.pbix (7.0 MB)

Thank you so much!
Nipuna

2

Hi there,

I hope the following link can help you in solving this issue:

3

Hello,

Thank you so much for the response.
I was able to get the Running Totals Sales working but it came out as same as the Sales per Cycle as I have.

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I think in the video he is describing how to find out number of new customers using the sales. (if not probably that’s how I understood) . I’m just trying to get the Sales for only for the new customers, so I can calculate Average spent. I just can’t think of the RETURN logic for the Sales for New Customers.

Appreciate your help. Retention with Sales.pbix (7.0 MB)

4

Hi @nipunadv,

You’re getting the Sales Amt per Cycle because of the filter context coming from ‘CALENDAR’[CycleText] in your table visual.

Give this a go - for decending - if you want it acending just change the >= into <=
I hope this is helpful.

Running Total Sales = 
VAR _currdate =  MAX( 'CALENDAR'[CycleID] )
RETURN 

    CALCULATE( SALES[Sales], 
        FILTER( ALLSELECTED( 'CALENDAR'[CycleID] ), 
            'CALENDAR'[CycleID] >= _currdate 
        ),  ALL( 'CALENDAR'[CycleText] )
    )
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