Find Lost Customers Using Power BI and DAX

In this video, you will learn how to use Power BI and DAX to find lost customers and new customers easily. If you want to see step by step blog post details, read it here:

[Rafian]

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.

[nishantchawla]

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.

[michaeloloishuro]

Hope to learn more and more PowerBI from your clear presentations. Thank you

[stephenbrincat]

Well done, thanks will definitely try with my customers database, but for now I'm still learning the basics

[mbianalytics]

This tutorial has solved many questions. Thanks a lot for doing such good work.

[omidamiri]

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

[mbitravel]

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.

[andersonbeux]

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 = <- this measure is the measure he explain on the video.
- Create a card, put the measure TOTAL_LOST_CLIENTS and in my case I put some filters, they are: LOST_CLIENT = 1, SALES_AMOUNT more than 0

And thats it, wish I help you guy's.
many thank's from Brazil.

[jakob]

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.

[tonyoerlemans]

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 :-)

[michaeloloishuro]

Thank Sir, This has been a very clear presentation.

[balveivan]

Thank you Sir, this is a great video, you clear in only 12 minutes questions I had since many days ago

[HangNguyen-epms]

thanh you soooo much. This is exactly what I am looking for. Merry Christmas!!!

[TomiwaAdegbola]

This is an amazing tutorial. Thanks a lot for sharing.

[huovfiy]

Dear Reza, That was really insightful. Thank you for sharing.

[SearchKnowledge]

This was a great video!

one drawback, your grand total isn't working, you need to use a sumx to fix that.

[fajnefajne]

Thank you very much for this great inspiration. Great quality, great explanation. Thumb up and I will became a loyal subscriber.

[SethChristianWells]

Amazing video and super helpful! One of the best I found. Is there a way to use Lost Customers as a slicer?

[gagansingh]

Awesome sir could you please make it on date as well

[ij]

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.