Showing results for 
Search instead for 
Did you mean: 

Alteryx designer Discussions

Find answers, ask questions, and share expertise about Alteryx Designer.
Community v19.6

Looks aren't everything... But the latest Community refresh looks darn good!

Learn More

RFM analysis

Alteryx Certified Partner

Hi, I wanted to know the process for conducting RFM(Recency, Frequency & Monetary) analysis in Alteryx.


Kindly share the workflow or the process for conducting the analysis.


I have below three columns:-


Cutsomer ID | Date | Count of transactions | Amount


Please guide

ACE Emeritus
ACE Emeritus

I'm not a guru at RFM, but I do know that tiling (segmenting) is pretty straightforward in Alteryx.  I've attached a workflow which:

  • Generates sample data according to your specifications (random 100,000 transactions for a random 1000 customers)
  • Does some aggregation
  • Generates segments for R, F, and M
  • Combines them to create a custom "rfmValue")

Hope that helps get you started.

Alteryx Certified Partner

Thanks John for sharing the workflow. Will go through the same..