Stuck with the cohort analysis

Power BI
1

Hello everyone,
I am a new member of this fantastic channel/company.
I am having some issues to finalize my “time-based” cohort analysis. I have watched all the videos that Sam showcased on the platform but maybe my dataset looks like a bit different here.

Essentially I do not know how to group the customers by their monthly cohort and create the final matrix that shows me how many customers in a specific cohort came back and purchased again in the subsequent period.

I have managed to create a cohort analysis at the customer level: so I know if my customers came back and purchased again month on month but I want to aggregate those customers by month
Table_Events.csv (3.2 MB)
Cohort PowerBI.pbix (180.1 KB)

Here a screenshot of what I have achieved so far:

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immagine1183×542 38.4 KB

Attaching also my PBIX model and the data set that I have properly masked.

Many thanks for the help you might be able to provide

Diego

2

Worked hard all day yesterday and I managed to put this together:

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immagine1187×188 16.2 KB

In this data set, there are only 4 customers joining in 4 different months (Jul, Aug, Nov e Dec 2020).

I achieved this result by:

  1. List item

putting in rows the monthly cohort using a measure (this works fine)
showing the subsequent months adding in columns the Month & Year Column from the extended dates table
adding the unique customer measure in the value field in the matrix

I would like to get the same result using a measure also because I need to calculate the % of retained customers and churned customers as well.

Btw, I work as a Senior FP&A Analyst for a SaaS start-up and I am trying to implement Power BI reports and dashboards since it is a way more superior tool than Excel

Thanks again

3

Hi ,

I think the below video contain what you want in case you not able to solve let me know i will try to give you the solution:

1 Like
4

Hi Anurag,

Many thanks for this. Let me give it a try and I will revert back to you in any case.

Many thanks again
Diego

5

Awesome Anurag,

It works as I wanted to.

I knew it that purchasing the EDNA membership would have been an excellent purchase.

Great job guys