Dynamic Customer Segmentation

[anonymous133]

Hi,

For my company’s customer segmentation, I want to define customers dynamically based on certain criteria.

New: Customers with orders in the last 60 days but no orders in the previous 365 days.
Repeater: Customers with orders in both the last 60 days and the previous 365 days.
Dead: Customers with no orders in the last 60 days.
Reactivated: If they are in the Dead category and they made order they become Reactivated

"If one customer falls into two categories, the hierarchy is as follows:

1. Repeater
2. Reactivated
3. Dead
4. New

I found this topic; however, I couldn’t manage to add new categories.

My data

[ystroman]

Hello @anonymous133 and thank you for starting a conversation in the Community Forum. To allow members to assess the state, would you please add your work-in-progress Power BI Desktop File, the source data file in Excel format, any DAX measures formatted for the reader, and add a description and images of your desired result.

Please also ensure that the data model includes a dedicated Date table to accommodate any time intelligence efforts.

Are there any additional thoughts or questions which you would like to add that may be helpful to the reader who is not familiar with your line of business?