Month over month ARR comparison

[SurbhiMittal]

Hi,

I am sharing herewith the sample data.
So,i would require to have the month on month ARR comparison customer wise.I have data of around 18 years.

The objectives of the case would be-
1)Customer Churn-If the ARR of particular customer has fallen down from some positive number(Let's say 100) in previous month to 0
in the current month.
2)New Customers added-If the ARR of particular customer has raised from 0 in the previous month to some positive number(Let's say 100)
in the current month.
3)Customer Expansion-If the ARR of particular customer in current month has increased from previous month .
4)Customer Downshell-If the ARR of particular customer in current month has decreased from previous month .

After this,i have to calculate the total no. of customers churned,total no. of new customers added,9
Customer expansion(knowing the expansion customer wise and total expansion as well,(both ARR and customer wise))
,Customer Downshell(knowing the downshell customer wise and total downshell as well(both ARR and customer wise))

[grazitti_sapna · Accepted solution]

Hello @SurbhiMittal , I am sharing a workaround to your problem statement. Please let me know if this is what you are expecting.

Thanks!!

[SurbhiMittal · Accepted solution]

Hi Sapna,

Thank you for your revert.This workflow was really helpful.I am able to get the results.I will work on this further and might come up with more 

questions.Can you please help me to get this linked with PowerBI? I am required to create visuals for the same.
Also,can you also provide me with the virtual training for Alteryx?

[SurbhiMittal]

Hi,

Along with these 4 states mentioned below, for the same workflow,i would also like to have one more state i.e."Static Customer" where-

Static Customer -If the ARR of particular customer in current month is equal to previous month ARR .

I have used the following formula-

IF [Row-1:ARR]>0 AND [ARR]=0 THEN 'Customer Churn'
ELSEIF [ARR]>0 AND [Row-1:ARR]=0 THEN 'New Customers Added'
ELSEIF [ARR]>[Row-1:ARR] THEN 'Customer Expansion'
ELSEIF [ARR]<[Row-1:ARR] THEN'Customer Downshell'
ELSEIF [ARR]=[Row-1:ARR] THEN' Static Customer'
ELSEIF [ARR]>0 THEN 'New Customers Added'
ELSEIF [ARR]=0 THEN 'Customer Churn' ELSE null() ENDIF

I have used the above formula and got the following error.(screenshot attached)

[grazitti_sapna · Accepted solution]

@SurbhiMittal , this is because when you are creating the Field its data type is Int32 by default please change it to string.

[SurbhiMittal]

Hi Sapna,

I am adding here one more sample data for the same project but it is having multiple columns.

So,i would require to have ARR comparison customer wise.,

But it should take into consideration all other columns as well.

Classification, Billing Country,Account,Document Number,EOM,Item Type 1,Segment,Segment #2,               Source, Subsidiary (no hierarchy)

For example-I would like to compare ARR in the way that it should for each customer,

It should be grouped by source as well and all other columns.For each and every source,a particular customer ARR is spread over various months.So,we can get the results grouping it by all the columns and then getting the ARR comparison.I would then like to visualize it in power BI.

And also i would like to compare ARR source wise ,segment wise ,i should be able to do that.

You may refer to the  SS as well.For feb 2020,it is showing Downshell but it should appear as Static Customer.  

.I have data of around 18 years.

The objectives of the case would be-
1)Customer Churn-If the ARR of particular customer has fallen down from some positive number(Let's say 100) in previous month to 0
in the current month.
2)New Customers added-If the ARR of particular customer has raised from 0 in the previous month to some positive number(Let's say 100)
in the current month.
3)Customer Expansion-If the ARR of particular customer in current month has increased from previous month .
4)Customer Downshell-If the ARR of particular customer in current month has decreased from previous month .

5)Static Customer-Static Customer -If the ARR of particular customer in current month is equal to previous month ARR .

The column"State" should be such that it should take into consideration grouping part as well.
Hope this clarifies my query.Let me know if you have any questions.