When understanding customer data, one key area to look at is customer churn/retention to understand which customers/users are returning to purchase again, visit a website or app, or continue a subscription.
Cohort analysis gives that insight and more, and I show you how to, using Power Query and a little bit of DAX in this video.
#powerbi #dax #powerquery
📁 Dataset for Sales Data and file for original dim date table M code
data.world/dea...
🔖c h a p t e r s 🔖
00:00 - Intro
00:22 - Load in dataset & date table
02:26 - Group orders by customer
04:34 - Sort by customer & order date
05:18 - Add # orders, first & last order date
06:58 - Create an order seq by customer
09:22 - Get the previous order date
11:53 - Fix sorting with Table.Buffer
14:07 - Update column data types with one click
15:07 - Days to repeat calculation
16:34 - Days to repeat since first order
17:40 - Weeks to repeat since first order
19:21 - Months to repeat since first order
20:15 - Load in transformed data
20:54 - Create relationships between tables
22:36 - Creating the cohort view
22:56 - Fix year & month name sort
23:58 - Calculate unique customers
25:16 - Add months to repeat since first order
26:24 - Add order seq
27:32 - Add weeks to repeat since first order
29:08 - Show numbers as %
29:55 - Add conditional formatting
31:38 - Add ATV
33:57 - Add average number of items in orders
34:57 - Add profit
37:04 - How much profit repeats made each year
38:38 - How many repeats purchased each year
43:34 - Field parameter to change value/column
💌 My email - dean@deanchereden.com
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