Cohort in Excel with aggregated monthly data - excel

I'm trying to make a cohort in Excel Pivot with a dataset having:
aggregated number of monthly sign ups (month by month), aggregated number user of completed next step, number of months between sign up and the next action taken.
What I can't figure out when i do the pivot to have the cohort, is what to put into the value field in the pivot? Normally I would take the Customer IDs as value, but since I only have the data on aggregated monthly level I'm not sure if i put the number of sign ups or the number of next step completed?
Also how do I get the sum of each cohort so i can calculated the retention rate?
I hope this make sense.
Signup month Action completed month Months between sign up and action completed signups conversion to Action completed
Jan-17 Sep-18 20 95 71
Jan-17 Jan-18 12 95 77
Jan-17 Jun-18 17 96 72
Jan-17 Jan-18 12 92 78
Jan-17 Dec-18 23 91 78
Jan-17 Jul-18 18 100 73
Jan-17 Oct-18 21 92 79
Jan-17 Feb-18 13 95 70
Jan-17 Jan-18 12 91 79
Jan-17 May-18 16 93 71
Jan-17 Jun-18 17 95 72

Is this what you are looking to achieve?
REVISION #1
This layout shows the total number of signups, by the month in which the signup occurred, distributed by the number of months btwn the signup and action completed. The action completed month may be omitted and will still achieve the same result; it is there FYI only.
REVISION #2
This is an example of the average months between the signup and action. Is this what you are looking for?

Related

replacing a value in python

I'm writing a bingo game in python. So far I can generate a bingo card and print it.
My problem is after I've randomly generated a number to call out, I don't know how to 'cross out' that number on the card to note that it's been called out.
This is the ouput, it's a randomly generated card:
B 11 13 14 2 1
I 23 28 26 27 22
N 42 45 40 33 44
G 57 48 59 56 55
O 66 62 75 63 67
I was thinking to use random.pop to generate a number to call out (in bingo the numbers go from 1 to 75)
random_draw_list = random.sample(range(1, 76), 75)
number_drawn = random_draw_list.pop()
How can I write a funtion that will 'cross out' a number on the card after its been called.
So for example if number_drawn results in 11, it should replace 11 on the card with an x or a zero.

DAX help: % monthly share of another table

I have a DAX formula for my Powerpivot I cannot get to solve and was hoping for help.
I have two pivot tables connected already
Showing a cohort of actions taken within Month 1,….X on the sign up month
Total Sign Ups on monthly basis
I have tried to attached the sheet here but somehow I cant so I have add a screenshot of the sheet.1
What I have so far is:
=DIVIDE(
SUM(Range[conversion to KYC completed]),
SUM('Range 1'[Sum of signups]))
But this does not give me what I want as I think I’m missing the monthly grouping somehow.
Question 1:
What I want is to get the share of actions completed within 1,...,X months out of the total sign up that given month (e.g. Jan) (so the data from Table 2)
Question 2:
In best case I would also like to show total sign ups in the beginning of the cohort to make the cohort easier to understand, so having the monthly total sign up (which the cohort is calculated based on). But now I cannot get just the totals month by month. Is there anyways just to add in a monthly total column in the pivot without applying these number as a value across all columns?
Something like this is the ultimate outcome for me 2
UPDATED WITH SAMPLE DATA
Signup month, KYC completed month, Age by month, signups, conversion to KYC completed
Jan-17 Jul-18 18 97 75
Jan-17 Jul-18 18 99 79
Jan-17 Dec-18 23 95 80
Feb-17 May-18 15 99 74
Feb-17 Jul-18 17 90 75
Feb-17 Jul-18 17 95 76
Feb-17 Aug-18 18 92 71
Mar-17 May-18 14 94 73
Apr-17 Jul-18 15 93 75
May-17 Sep-18 16 94 70
May-17 Oct-18 17 98 72
Jun-17 May-18 11 95 79
Jul-17 Oct-18 15 97 74
Jul-17 Jul-18 12 94 78
Aug-17 Sep-18 13 96 74
Sep-17 Nov-18 14 95 80
Sep-17 Oct-18 13 94 79
DESIRED OUTCOME
The % for Month 1....X is calculated KYC Completed / Monthly Sign up
OUTPUT WITH THIS CODE
=VAR SignUpMonth = IF(HASONEVALUE('Range 1'[Row Labels]), BLANK())
RETURN
DIVIDE(CALCULATE(SUM([conversion to KYC completed])),
CALCULATE(SUM('Range 1'[Sum of signups]),
FILTER(ALL(Range), Range[Signup month (Month Index)] = SignUpMonth)))
[
Thanks for the sample data Franzi. Still not too clear what you're asking for, but perhaps this will help a little.
Signed Up to Signed In Ratio =
VAR SignUpMonth = SELECTEDVALUE(Table1[Signup month], BLANK())
RETURN
DIVIDE(CALCULATE(SUM([conversion to KYC completed])),
CALCULATE(SUM(Table1[ signups]),
FILTER(ALL(Table1), Table1[Signup month] = SignUpMonth)))
So. Let's break it down.
If I understand correct, you want to see the cross section of number of signins for a given month ( x axis ) signup combo ( y axis ) and divide that number by the total signups ( y axis ) per signup month.
number of signins for a given month ( x axis ) signup combo ( y axis ):
CALCULATE(SUM([conversion to KYC completed]))
TOTAL signups ( y axis ) per signup month
CALCULATE(SUM(Table1[ signups]),
FILTER(ALL(Table1), Table1[Signup month] = SignUpMonth))

Critera Range is ignoring second criteria in Current Region

When extracting and moving data, the first column of the criteria is working but the second criteria is not engaging. It is returning the movement for all stores if they had sold that item.
List of column headers.
R2=Left Len,
S2=Store
A2=Left Len,
B2=UPC,
C2=Store,
D2=Movement,
The file is just short of 900k rows of data in total.
I believe it to be an issue with Current Region.
Also need for this to return zero if there is no movement for that store. This will be repeated 39 more times to the right in order to get results for each location.
Ultimate goal is to find the Zero Movers that need to be addressed. So the rows of upc's would need to stay aligned with the criteria.
Any help would be greatly appreciated.
Using Windows 7,
Office 2016
Sub Find_Fill_Data()
Range("u2:x" & Range("x" & Rows.Count).End(xlUp).Row).ClearContents
Range("a2:D" & Range("D" & Rows.Count).End(xlUp).Row).AdvancedFilter Action:=xlFilterCopy, criteriarange:=Range("r2").CurrentRegion, copytorange:=Range("u2"), unique:=False
Range("q4").Select
End Sub
**Left Len Item 5 7 8 9**
1070002152 MILK DUDS THEATER BOX 123 254 181 196
1070002385 WHOPPERS MALT BALLS 19 0 28 42
1070002440 WHOPPERS MALT BALLS 92 188 79 133
1070002660 WHOPPERS MALT BALLS 22 21 11 22
1070006080 CANDY BAR 575 463 446 303
1070006611 WHOPPER ROBIN EGGS 22 28 25 0
1070008807 CANDY 132 57 59 0
1070008813 THEATER BOX 331 127 101 171
1070013272 J/RANCHER CRNCH CHEW ASST 61 0 0 0
1070050180 WHOPPERS MALT BALLS CARTN 119 24 99 99

Dividing excel chart into sections

I want to create this typ of chart in excel:
With the vertical gridlines dividing the chart by year, and the labels for each year. The guy who made this chart said he thinks he just drew in the lines and added the labels manually somehow. But can this be done any other way? drawing lines in charts isnt very exact and the only other solutions i've found can't really produce the same result.
If you have data that looks something like:
Jan-14 4
Feb-14 30
Mar-14 56
Apr-14 23
May-14 3
Jun-14 62
Jul-14 74
Aug-14 12
Sep-14 3
Oct-14 15
Nov-14 63
Dec-14 74
Jan-15 45
Feb-15 3
Mar-15 4
Apr-15 56
May-15 23
Jun-15 3
Jul-15 62
Aug-15 74
Sep-15 12
Oct-15 3
Nov-15 15
Dec-15 63
Jan-16 74
You can select that data and add a new scatter plot style chart. It will, by default, look very similar to the one above. To get vertical lines at the years, you can right-click the x-axis and choose "Format Axis". Click "Fixed" for the "Major Unit" and enter 356 as the number.
Right click again on the x-axis and choose "Add Major Gridlines". You should get a vertical line for each year.
As for the boxes/labels with the years, you may have to do that manually or get creative with VBA.

Excel date/product count to specified limit

Column A "Sales Dates", Column B "=A2-A1" for "Date Diff", Column C "Customer Name", Column D "Item", Column E "Items Ordered Count"
My issue is I have to do a running 30 day total for each customer to see that specific items are not being ordered above "x" number within any 30-day period.
Does anyone have any ideas?
I may not be fully understanding your question, but I don't think you can do what you ask in excel. This might be a situation where a database that can do SQL might come in handy.
The best I can come up with in excel is a Pivot Table, with the customers as rows, dates as columns (group by month), and sum of Items Ordered in the data area. Then conditional format the data area to highlight values > your limit.
Perhaps if you provide some sample data & output I can come up with something more like what you need.
The formula would look something like this:
{=SUM(IF((A$2:A2>=A2-29)*(D$2:D2=D2),E$2:E2,0))}
It should be entered into cell F2 and copied down to the last row of your data. I pasted in a test spreadsheet below so you can see where things go (sorry for the formatting--hopefully it will look better if you paste it into Excel).
IMPORTANT: This is an array formula, so after you type in the formula (and don't type in the braces {} when you do), you must press Ctrl-Shift-Enter instead of just Enter (see this link for more details).
What does the formula do? It does two loops:
First, it loops through all the Sales Dates from the beginning of the log to the current row and checks if each date is between the date of the current row and 29 days earlier (which makes a 30-day window). (By "current row" I mean the row where the formula is located.)
Second, it loops through all the Items from the beginning of the log to the current row and checks if there is a match with the Item of the current row.
For any row where both checks are true (the "*" in the formula does an "and" operation), Items Ordered Count is added to the sum, otherwise zero is added to the sum. So, when it's finished, you have a count for each row of how many orders there were in the past 30 days for that item.
HTH,
-Dan
Sales Dates Date Diff Customer Name Item Items Ordered Count 30-Day Count
1/1/2009 0 dfsadf 11336 70 70
1/2/2009 1 asdfd 10218 121 121
1/3/2009 1 fsdfjkfl 10942 101 101
1/6/2009 3 slkdjflsk 13710 80 80
1/7/2009 1 slkdjls 10480 127 127
1/9/2009 2 sdjjf 11336 143 213
1/11/2009 2 woieuriwe 11501 84 84
1/14/2009 3 owqieyurtn 10191 78 78
1/15/2009 1 weisd 10480 113 240
1/16/2009 1 woieuriwe 12024 133 133
1/17/2009 1 vkcjl 13818 125 125
1/20/2009 3 sdflkj 11336 128 341
1/23/2009 3 jnbkdl 10480 141 381
1/25/2009 2 pqcvnlz 10480 137 518
1/27/2009 2 hwodkjgfh 12878 80 80
1/28/2009 1 zjdnfg;pwlkd 10942 123 224
1/31/2009 3 zlkdjnf;psod 13173 93 93
2/2/2009 2 zlknpdodfg 11336 119 390
2/4/2009 2 zjhdfpwskjh 12004 57 57
2/5/2009 1 asdfd 10218 121 121
2/8/2009 3 fsdfjkfl 10942 101 224
2/11/2009 3 slkdjflsk 13710 80 80
2/14/2009 3 slkdjls 10480 127 405
2/16/2009 2 sdjjf 11336 143 390
2/18/2009 2 woieuriwe 11501 84 84
2/21/2009 3 owqieyurtn 10191 78 78
2/24/2009 3 weisd 10480 113 240
2/25/2009 1 woieuriwe 12024 133 133
2/27/2009 2 vkcjl 13818 125 125
2/28/2009 1 sdflkj 11336 128 390

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