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Find Lost Customers Using Power BI and DAX 

RADACAD
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2 окт 2024

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Комментарии : 84   
@nishantchawla333
@nishantchawla333 4 года назад
Ideally this is a wrong assumption because we are calculating last date of each customer, suppose a customer bought from us in the year 2005 this formula would calculate last date in this customers context and will give the results, however, the starting date should be current date always which would be today or the maximum date in current data set.
@andersonbeux5857
@andersonbeux5857 2 года назад
I put LASTDATE(ALL(SALES_TABLE[ORDER_DATE])) then works fine (but my company have sales everyday, maybe you can use TODAY())
@michaeloloishuro6915
@michaeloloishuro6915 5 лет назад
Hope to learn more and more PowerBI from your clear presentations. Thank you
@Rafian1924
@Rafian1924 5 лет назад
I think this was one of the most useful and to the point videos on power bi. You always rock. I have learned power bi by watching your videos and reading your posts.
@jakob2746
@jakob2746 2 года назад
How do I create an overview table that sums number of lost customers? and then show a detailed list next to it with who it is.
@andersonbeux5857
@andersonbeux5857 2 года назад
I just posted here on the comments mate
@mbitravel
@mbitravel 4 года назад
Please tell me how to count the lost customers in this case. I have done the same and now want to show the total number of lost customers in card visual. I need your support, because its a must requirement for me.
@eduardoqsr4172
@eduardoqsr4172 3 года назад
I have the same doubt... :(
@ShijuKattarkandy
@ShijuKattarkandy 2 года назад
I have the same doubt too
@r.rupaymh
@r.rupaymh 2 года назад
i have the same doubt, anybody got solution please help
@andersonbeux5857
@andersonbeux5857 2 года назад
@@r.rupaymh I just posted here on the comments mate
@arthurronnie7311
@arthurronnie7311 6 лет назад
Thanks Rad, this is very helpful!
@O_Alef
@O_Alef 5 лет назад
great, very useful, could have just a counter for lost and won customers
@alefsouzadeoliveira2612
@alefsouzadeoliveira2612 5 лет назад
a card value do you know?
@omidamiri27
@omidamiri27 2 года назад
سلام روز بخیر خیلی ممنون بابت ویدئوی خوبتون ، من یه loyalty program دارم که برای بیزینس های مختلف پیاده سازی میکنیم در قالب یک باشگاه مشتریان ، امکانش هست فرمول مربوط به دسته بندی های زیر رو طوری به من بدید که برای هر نوع کسب و کاری قابل استفاده باشه : 1 - قهرمانان 2 - وفداران 3 - مشتریان نیاز به توجه at risk 4 - مشتریان از دست رفته lost 5 - مشتریان پولدار 6 - مشتریان کم پول چون میانگین مراجعه مشتری ها برای هر کسب و کار بازه های متفاوتی هست ، پس ما نیاز داریم که اول میانگین مراجعات مشتری ها رو در بیاریم و این میانگین باید به ازای هر گروه محصول باشه چون دوره برگشت مشتری در هر گروه محصول هم ممکنه متفاوت باشه. اما نکته اینجاست : فرض کنید میانگین مراجعه هر مشتری در یک گروه کالای بخصوص 30 روزه ، حالا اگه یک مشتری چقدر بیشتر از 30 روز مراجعه نکنه "از دست رفته" محسوب میشه ؟ آیا اگه یک مشتری 31 روز مراجعه نکنه بهش میگن از دست رفته ؟ میدونم شاید درخواستم نوعی سوء استفاده به نظر بیاد اما اگر بتونید فرمول ریاضی این موارد رو بگید میتونیم با کد نویسی پیاده سازیش کنیم
@tonyoerlemans392
@tonyoerlemans392 5 лет назад
Really nice and clearly explained! You might consider using different period for lost and new customers though. For example we consider a customer 'lost' if he didn't order in 12 months, but consider a customer 'new' if he has ordered in the last 3 months and not before. I'm also curious about handling totals :-)
@RADACAD
@RADACAD 5 лет назад
You can do that with two separate parameters for sure :)
@michaeloloishuro6915
@michaeloloishuro6915 5 лет назад
Thank Sir, This has been a very clear presentation.
@psanders4754
@psanders4754 Год назад
how do you get the dynamic number for lost numbers and new users
@analytikmindz5390
@analytikmindz5390 3 года назад
Sir,How to get total of lost customers? it is 0 why?
@andersonbeux5857
@andersonbeux5857 2 года назад
I just posted here on the comments mate
@stephenbrincat7124
@stephenbrincat7124 5 лет назад
Well done, thanks will definitely try with my customers database, but for now I'm still learning the basics
@sherlock27
@sherlock27 4 года назад
Excellent! Thanks ! Btw, may i know how to count those lost customers? i've tried this dax Number of lost cust = CALCULATE( COUNTROWS(Sales), FILTER( VALUES(Sales[Customer Name]),[Lost Customer]=1) ) but the value is not accurate.
@RADACAD
@RADACAD 4 года назад
I have done a blog post about that here: radacad.com/calculate-totals-in-power-bi-using-iterators-in-dax
@andersonbeux5857
@andersonbeux5857 2 года назад
If you're struggling to have the subtotal of lose clients or new clients - You need to create a new table just with the clients (you can use 'group by' on Power Query using your sales table) - Then you need to relationship these 2 tables - Now you will create a measure TOTAL_LOST_CLIENTS = SUMX('YOUR_TABLE_GROUP_BY';YOUR_SALES_TABLE[LOST_CLIENTS_MEASURE])
@SHAUNVINDA
@SHAUNVINDA 11 месяцев назад
Hi , when i follow this step all i am getting is the total sales based on the sales table. pls advise
@777tmack
@777tmack 5 лет назад
Interesting, but it would be more useful to have New, Lost or Continuing all in one Colum to use as a filter.
@RADACAD
@RADACAD 5 лет назад
Yes, it just need a new measure with a SWITCH or IF statement in it. I might do a video about it later.
@OmarAlvarezGarcia
@OmarAlvarezGarcia 4 года назад
@@RADACAD it will be interesting to get that as a filter, did you manage to make a video about this filter?
@ericet19
@ericet19 5 лет назад
I love your video but when I try and do it, it works BUT I also want to know the Total Lost Customers and in your example and mine that I made the Total Lost Customers is 0 which does not add up to give me the total lost customers ? How do I fix that ?
@RADACAD
@RADACAD 5 лет назад
Hi Eric. Will post another blog/video about that :)
@Alex_Lindley
@Alex_Lindley 5 лет назад
@@RADACAD Hi , did you manage to post another Video about this? I have about 40,000 customers to work through and it's difficult without the totals.
@777tmack
@777tmack 5 лет назад
@@Alex_Lindley a little bit more complicated, but did you try ... www.daxpatterns.com/new-and-returning-customers/
@andersonbeux5857
@andersonbeux5857 2 года назад
@@Alex_Lindley I just posted here on the comments mate
@paradise2324
@paradise2324 2 года назад
How to calculate retained customers
@jonathannavaropaterna1014
@jonathannavaropaterna1014 5 лет назад
Hey! Thank u for your video! It’s perfect, only I have a little problem....I want to put in a card the number of new customers “1” that I have in my table.....how I can do it ?? It doesn’t work 😭
@RADACAD
@RADACAD 5 лет назад
There are different ways to calculate the total in a DAX measure. using Iterators is one of them. I might do a blog/video about it.
@jonathannavaropaterna1014
@jonathannavaropaterna1014 5 лет назад
RADACAD Thanks you for answer ! Would be perfect watch that vídeo if you do it and its possible ☺️
@baskarvijayan3282
@baskarvijayan3282 4 года назад
Hi Raza, How can i rewrite this DAX in better performance , Please help on this. It till execute around 60 seconds, sales table contains 9 crores on records Active Member Base Last 2 Year:= CALCULATE( distinctcount(Sales[Customer]), Sales[New Customer Flag] in {1,0}, DATESBETWEEN( 'Date'[Date], DATEADD(FIRSTDATE('Date'[Date]),-23,MONTH), LASTDATE('Date'[Date]) ), ALL('Date') )
@mbianalytics
@mbianalytics 5 лет назад
This tutorial has solved many questions. Thanks a lot for doing such good work.
@ericet19
@ericet19 5 лет назад
Awesome !!! Thank you for this.
@ij4800
@ij4800 3 года назад
Please tell me how I can count the deleted items from last month for each category? I tried to use your example but it seems not working or maybe I do something wrong.
@koshelevkl
@koshelevkl 3 года назад
Thank you very much!
@Search4Knowledge
@Search4Knowledge 2 года назад
This was a great video! one drawback, your grand total isn't working, you need to use a sumx to fix that.
@SethChristianWells
@SethChristianWells Год назад
Amazing video and super helpful! One of the best I found. Is there a way to use Lost Customers as a slicer?
@rexson75
@rexson75 3 года назад
Hi Reza, I have one questions about the data model, instead of date if we have a customer id, week number, purchase by week
@ShijuKattarkandy
@ShijuKattarkandy 2 года назад
How can we get the total lost customer? The current if statements output is not showing a grand total
@RADACAD
@RADACAD 2 года назад
check out this video for more measures about it: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-kSy-7UHe4HE.html
@dasrotrad
@dasrotrad 6 лет назад
Excellent and useful! Thank you.
@maximilianoluisromero8484
@maximilianoluisromero8484 4 года назад
hello. I been triying to do the last sales formula. it happens that my calendar table has greater dates than de last invoice date so I tried to use last day of invoice table as last date but i cant figure out why it isn't working. The behavior is strange since last date brings older sales than selected period. what can it be the problem? thans best regards.
@olumuyiwaakinyede3242
@olumuyiwaakinyede3242 7 месяцев назад
countx not working
@asimabdulwahab9444
@asimabdulwahab9444 5 лет назад
VERY NICE VIDEO
@fajnefajne4339
@fajnefajne4339 4 года назад
Thank you very much for this great inspiration. Great quality, great explanation. Thumb up and I will became a loyal subscriber.
@HangNguyen-ep9ms
@HangNguyen-ep9ms 3 года назад
thanh you soooo much. This is exactly what I am looking for. Merry Christmas!!!
@jhoaniecauan2247
@jhoaniecauan2247 2 года назад
How can you calculate the total lost customers then with that measure?
@balveivan
@balveivan 3 года назад
Thank you Sir, this is a great video, you clear in only 12 minutes questions I had since many days ago
@gagansingh3481
@gagansingh3481 Год назад
Awesome sir could you please make it on date as well
@user-hu7ov6fi9y
@user-hu7ov6fi9y 3 года назад
Dear Reza, That was really insightful. Thank you for sharing.
@josestanly6869
@josestanly6869 5 лет назад
Simple & effective ...thank you .....is there any way to count those lost customers or sum
@RADACAD
@RADACAD 5 лет назад
Yes there is, you can slightly modify the expression to cover that, I may do another video on that later on
@chopan_ss
@chopan_ss 5 лет назад
@@RADACAD Please help with that, I really need it!
@andersonbeux5857
@andersonbeux5857 2 года назад
@@chopan_ss I just posted here on the comments mate
@Gunterlund583
@Gunterlund583 5 лет назад
If Im using a date slider as my selection, how do I encorporate the date from this. Does the low and high date on the slider get seen as variables? If I want to look back 12 months from the higher date what do I use.
@RADACAD
@RADACAD 5 лет назад
I have created another video about dynamic period calculation in DAX. that will give you how such thing can be implemented.
@TomiwaAdegbola
@TomiwaAdegbola 2 года назад
This is an amazing tutorial. Thanks a lot for sharing.
@kashifhaque2085
@kashifhaque2085 5 лет назад
Excellent!
@andersonbeux5857
@andersonbeux5857 2 года назад
Amazing video! Many thanks!
@sayandey9912
@sayandey9912 2 года назад
Where can i find the sample data used?
@matteova3973
@matteova3973 4 года назад
im tring to display the sum of of lost revenue using difference between total and period sum filtering for lost customer, but i cant make it work dax im trying lostrev= calculate([difference total-period]; filter(invoice; lostcustomer=1)) anyone can help?
@RADACAD
@RADACAD 4 года назад
You can use an iterator. I explained something similar here (for the total count, you can apply similar approach for the total revenue): radacad.com/calculate-totals-in-power-bi-using-iterators-in-dax
@YYLfrank
@YYLfrank 4 года назад
Like the basic concept of these logic.
@Gunterlund583
@Gunterlund583 5 лет назад
Is there a way to make that new customer value a dimension so you can filter on it?
@RADACAD
@RADACAD 5 лет назад
If you want to do that, there are multiple ways. One is to generate a table (calculated table) with the measure value as a column in that table. then you can use it for filtering. However, that won't be dynamic calculation anymore.
@opeyemi7761
@opeyemi7761 3 года назад
Thank you for this.
@TheHarshit003
@TheHarshit003 5 лет назад
Hello Sir can you please share link to data or order date format.
@RADACAD
@RADACAD 5 лет назад
the dataset is available in the blog post with the link under the video
@muhammadaamiraliansari9378
@muhammadaamiraliansari9378 5 лет назад
Simple and really practical!
@blse2000
@blse2000 4 года назад
Awesome
@marounsader318
@marounsader318 5 лет назад
how can we know the lost customers among all the data no i a specific period?
@RADACAD
@RADACAD 5 лет назад
Hi Maroun. what do you mean lost customer among all data? you mean someone who has been your customer and not anymore? this ANYMORE means you need to specify a period that says from this point of the time if they are not a customer, then considered as lost. I can't understand the logic that it works without a period!
@marounsader318
@marounsader318 5 лет назад
@@RADACAD mmm cant we make it read the max date in the dataset and then consider it in the period?
@RADACAD
@RADACAD 5 лет назад
@@marounsader318 still doesn't make sense. let's say max date in your dataset is 2nd of March 2019. then you want to find out if there is no transaction for clients after that, then they are lost? but there will be no transactions anyway, because that is the last (max) date in your dataset. As I said, you need to find the logic first.
@marounsader318
@marounsader318 5 лет назад
@@RADACAD you are right i guess with that logic we can't know our absolute lost customer.
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