In-Depth Customer Churn, New Customers And Lost Customers Examples In Power BI Using DAX

Here we take a look at some customer churning / lost customers & new customers examples with DAX. This is not easy and you need to understand a lot before you get to this point. Using a combination of many DAX functions you can achieve amazing things with the DAX formula language. Here is one example that really showcases that.

*****Video Details*****
0:31 - Introduction
1:42 - Overview
2:44 - Find Lost Customers
5:40 - Find New Customers
7:08 - Find Returning Customers
9:02 - Conclusion

***** Learning Power BI? *****

***** Related Links *****
Analyze Who Your Lost Customers Are Using Power BI & DAX
Customer Trend Analysis in Power BI Using DAX
Discover How Many Sales Can Be Attributed To New Customers – Advanced Power BI Insights

***** Related Course Modules *****
Unique Analytical Scenarios
Advanced DAX Combinations
Scenario Method Workshops

***** Related Support Forums *****
In-Depth Customer Churn, New Customers & Lost Customers Examples In Power BI
New Customer analysis Customer Revenue Lost is not clear
Customer Churn Analysis sales compare with sales of Non-Member customers
For more customer analysis queries to review see here…..

[EnterpriseDNA]

Related Links
Analyze Who Your Lost Customers Are Using Power BI & DAX
Customer Trend Analysis in Power BI Using DAX
Discover How Many Sales Can Be Attributed To New Customers – Advanced Power BI Insights

Related Course Modules
Unique Analytical Scenarios
Advanced DAX Combinations
Scenario Method Workshops

Related Support Forums
In-Depth Customer Churn, New Customers & Lost Customers Examples In Power BI
New Customer analysis Customer Revenue Lost is not clear
Customer Churn Analysis sales compare with sales of Non-Member customers
For more customer analysis queries to review see here…..

[sokgat]

Great job Sam. Thank you, thank you, thank you veru much!!! Always a pleasure to watch your videos. Greetings from

[UPHARANAND]

Timing 4:02. Last line, above green. I still couldn't understand the logic.

Dates(date)> min(dates(date)- churn date)
Min(dates) become the first date of the calendar and if I minus 90 days then it will show error because date is not available in the calendar

[g]

Great thank you for this videos, they help a lot of people

[jehanjoshi]

can you please explain working of the part dates < min(dates)

[LucianO-mrcn]

Hi Sam, Thank you for showcasing this great technique!

I replicated the model, it worked great, however I found out that in my case, the Returning Customers measure actually returns, apart from ''truly'' returning customers, also the New Customers (returned by the new customers measure).

I don't yet fullly understand how a certain date is considered by following formula Dates[Date] > (MIN(Dates[Date]) - ChurnDate) && Dates[Date] < MIN(Dates[Date]), I mean why a customer who has made a unique purchase on Aug 30 for example is both considered as new and returning in my case.

Please tell me, if possible, where I'm mistaken.
Thank you again for all your contributions.

[vida]

Great video and insights and really advanced dax

[dinnemokdezib]

Hi thank you for this video! its helping me with my school project. However I have one question. I copied your formula and now it shows which customers are new in comparison with the total. So for example 250 customers in January and 50 of them are new. But I want to create a new table which shows me the names of the new customers with the revenue. When I select the specific month it shows me the total 250 customers.

[DanielWeikert]

This is really awesome. Could you elaborate more on this advanced functions where you nest calculate / filter expressions within other calculate/filter expressions. Still struggling with fully understand them.

[mariakosberg]

Actually I was wondering if anyone here has worked out the attrition rate of lost customers per month and made comparisons against different years.

This is great. Is it possible to see the retention rate and churn of customer gained/filtered specific marketing activities as well as date. If we I go by month alone and my churn and retention rate is different to when I look at churn and retention rate based on marketing activities. I'm wanting to determine the longevity of customers based on the type of activities used. Thank you :)

[luisaquino]

Awesome, thanks Sam. How would I go about this if I am analyzing lost customers based on if they have not submitted an order in the last 3 years but did in the 2 years prior? using this for new and returning customers as well

[danielejiofor]

Great video. Please Any link to download the pbx file for code snippets for the measure values

[ruchperformive]

can we implement this logic to calculate revenue churn (lost revenue/ add on revenue by existing customer/ downgrade in revenue by existing customer/ revenue from new customer)

[henrikmolin]

Thanks! I wonder if its possible to modify the DAX formula for New customers so it filtrate for new customers with an actual sales amount, that is Sales >0? As now, my dataset has some errors (for other reasons) and contains a few customers with no sales, and I don't want them as "New customer".

[anshupandey]

Hi Sam
I tried to implement this lost customer but it throwing error "A function 'FILTER' has been used in a True/False expression that is used as a table filter expression. This is not allowed." Can you Please help here

[AbhishekSharma-ijvv]

Hello, is it possible for you to provide a dax code for lost customers each month, i have a data for 3 years of sales, i need to know total customers, new customers and lost customers each month, window is 90 days for lost customers. thanks

[pierrechapar]

Hi, I have a question regarding Lost Customer. Does it work with slicers from the sales table?
I replicated it in my model, but when I set slicers and select for example a customerTier the values go crazy. (shows 500k of lost customers when I have les that 600)

[sreekumarsl]

Should have included/started with the data, data model, relationships behind

[hamzarafique]

Amazing video Sam! I have one question though; how should I adjust my churndate if my sales data is on monthly bases?

[MaikHenkel]

great idea - quick question, I was trying to built the same formula with my datasat, unfortunately I don't have customer ID's, I can only work with customer names (text) - is there a easy solution to adopt your anaylis on lost, new customers?