I need to calculate churn over time per month and then per quarter. I have the following fields;
Beginning # of customers - at the start of the period
⌗New customers per month - calculated field on tableau (1st purchase date on tableau workbook)
⌗Churned customers per month - calculated field on tableau(Last order date on tableau workbook)
Month end customers - (formulae :Beginning Customers+# New customers for the month - ⌗Churned Customers in the month)
Net new customers - (# New customers per month - # Churned customers per month)
Churn Rate per month -(# churned customers/(Beginning Customers+# New customers in the month )
The month end customers in Jan for example becomes beginning customers in February and so on.
I have attached the excel worksheet and thats what I want to replicate on tableau. I have also attached a tableau workbook with sample data.
I used the formulae you used in you gave in your description to get the following. I do not understand where you are failing? Your requirement is achievable! Please mention where you are facing difficulty?
