Active verus inactive customers

The following example identifies the customers who purchased last year but haven't yet purchased this year.  

  1. Create a measure for missing or inactive customers
    • Use DAX variables and time intelligence functions to produce two filtered sets of customer keys.
Count of Last Year Customers ex Current Year = 
VAR Today = TODAY() VAR CurrentYear = YEAR(Today) VAR LastYear = YEAR(Today) - 1
VAR LYCustomers =
SUMMARIZE(CALCULATETABLE('Internet Sales',
FILTER(ALL('Date'),'Date'[Calendar Year] = LastYear)),Customer[Customer Alternate Key])
VAR CYCustomers =
SUMMARIZE(CALCULATETABLE('Internet Sales',
FILTER(ALL('Date'),'Date'[Calendar Year] = CurrentYear)),Customer[Customer Alternate Key])
RETURN
CALCULATE(DISTINCTCOUNT(Customer[Customer Alternate Key]),EXCEPT(LYCustomers,CYCustomers))
  • Pass the time variables to the CALCULATETABLE() function and then group the keys by SUMMARIZE()
  1. Visualize the measure in Power BI Desktop
Visualization of Last Year Customer Count excluding Current Year Customers
  • A visual level filter applied to the new measure exposes the specific 287 customers without a 2017 purchase yet