Tag: Sales Analysis

Calculate Financial Year To Date (FYTD) Sales In Power BI using DAX

One thing that can seem like a limitation of Power BI is its calendar date table. Often, you’ll need to calculate results across a custom financial year, but only the standard date table is available. You may initially think that you need a new date table, but you don’t. You can use DAX in either

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Who Are Your Top 20% Of Customers Based On Any Metric – Quality Power BI Insights

I wanted to be able to drill into a specific subset of my customers – in this particular case – I decided to delve into the top 20% as it was most relevant to my analysis, and follows on from a previous tutorial about the Pareto principle – also known as the 80/20 rule. Not

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Discover How Many Sales Can Be Attributed To New Customers – Advanced Power BI Insights

In this tutorial, I wanted to cover new customer sales and how you can discover this using Power BI. The calculation and logic that we utilize to work out our new customer sales (or revenue) is very similar to just working out the absolute number of new customers that we have. The only difference is that

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Calculate The Total Of New Clients You’re Onboarding Every Month – Advanced DAX

In this example, I want to showcase how many new customers we have every month. It is certainly open to debate what you would classify as a “new customer” based on your organization or industry. However, regardless of your definition, the technique will be very similar to the example that I will walk you through.

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Discover The Amount Of Customers Who Purchase Multiple Products w/Power BI

We’re going to review a unique customer insight in this example. Specifically, we’re going to understand how to work out the number of customers who have purchased more than one product. While this might seem like a relatively logical calculation, there’s actually more to it when using DAX. This is a perfect example of how

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