Customer Cohort, Retention, and Churn Analysis Made Easy | Data Processing and Transformation

This video is part 1 in a series that shows you how to perform Customer Cohort, Retention, and Churn Analysis in Power BI.

In this video, you learn how to import, transform, and load your data into a data model in power bi.

Chapters
0:00 Introduction
0:30 About the data
2:44 Importing data from excel into Power BI
3:56 Data cleaning and transformation in Power Query
14:30 Converting a query into a function in Power Query
18:14 Invoking a customer function in Power Query
19:01 Tidying up
21:00 Creating customer table from the transaction table
27:52 Creating a date table in power query
32:22 Data modeling in Power BI
35:11 Creating calculated column: Months since the first transaction
38:06 Outro
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Resources

Connect with me:

[toluolowookere]

The point you raised about adding more info about a step speaks to documentation "Great Stuff!"

[textloreal]

Thank you... a new trick learned. The table transformation/manipulation got me...

[sasharyrios]

You are amazing! Thanks for explaining so well how to built the Cohort analysis!

[Juanarg]

Great step by step! Thank you for sharing

[toluolowookere]

Great Content Linson! Just started watching and I am thrilled already. The transformation step is a great time saver!

[dataisfun]

Thanks for uploading been in search of a good cohort video.

[VyĐặngThịTường-im]

Hello . I'm having trouble creating a customer cohort. Is there a way to create a cohort table according to filter? For example, in PBI there is a filter column, is there any way to change the cohort table according to the day/week/month you select on PBI?
Currently I have built a weekly cohort, but can I turn that table into monthly/daily by filtering without having to recreate it?
Please help me

[seyiabayomi]

Another wonderful video. I enjoyed your transformation approach. Keep up the excellent work.

[georgek]

In the first transaction month, when I do the relationship it is saying that it has a many to many relationship but I really do not understand how this can be? Can you please help? Thanks for your amazing videos, huge help!

[cescodeidda]

Your video is really very interesting. unfortunatelly, it seems to be impossible to download the dataset (huge download time and corrupeted zip file)

[cuilanzou]

Hi Linson, Firstly thank you for your good teaching and i learned a lot of things from your videos. Can I have a question about "month after first transaction" ? I can't get this the values for the new column, and got all banks in this column, and i don't know why, every steps i followed exactly what you did. Thank you again!

[imohamos]

Nice content Linson...
Please my question is, What if it was a scenario like an app where you had a customer table already that had a signup date, how would you go about the cohort analysis based on when customers signed up, did their first purchase and are retained..

[EmekaOluchibianca]

I’m having issue creating the custom for First Transaction Month says Expression Syntax Error😢

[lijunchen]

Very informative video. Lots of useful tricks. I have a questions though. When you create "months since first transaction" column in the "factsales" table, why don't you use the "invoicedate" date in this table instead of using the "startofmonth" date in the dimDate table? You can create a start of month from the invoicedate too. Thanks.

[meenu...-zv]

I tried with different dataset, but not able to create data relation

[idaraokposen]

Nice video, is this power query editor inbuilt in PowerBI?