How to calculate a percentage based on another beastmode

nickcorona · 2024-03-13T16:34:15+00:00

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I am trying to calculate a percentage of customers who repeated, out of all customers.

Basically count(distinct repeat customers) / count(distinct all customers). This has to be done in beastmode so users can select a date and the repeat customer % will be dynamic.

This is the raw data, Cumulative sessions is used to determine if a customer was a repeat customer.

Cumulative sessions beastmode: count(PhoneNo) over (partition by Location.ID, PhoneNo order by TransactionDateUTC).

Based on the above screenshot the Repeat Customer Percentage should = 33.33%

My goal to calculate the repeat customer percent is to count the distinct phone numbers whose cumulative sessions > 1 divided by the count of all distinct phone numbers:

count(distinct case when count(PhoneNo) over (partition by Location.ID, PhoneNo order by TransactionDateUTC) > 1 then PhoneNo end)
/
count(distinct PhoneNo) * 100

But this is throwing a calculation error.

Is there a way around this? I don't have access to referencing one beastmode inside another beastmode.

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Accepted answers

ArborRose

I don't have the Location.ID or TransactionDateUTC in my data sample to play with. But they look to be further quantifying the condition. I can't test this, but what about something like this….

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ArborRose

How about this:

SUM(CASE WHEN COUNT([PhoneNo]) OVER (PARTITION BY [Location.ID], [PhoneNo]) > 1 THEN 1 ELSE 0 END) / COUNT(DISTINCT [PhoneNo]) * 100

nickcorona

That also throws a calculation error unfortunately.

ArborRose

Hmm. Okay, maybe we can simplify.

SUM(CASE WHEN COUNT([PhoneNo]) > 1 THEN 1 ELSE 0 END) / COUNT(DISTINCT [PhoneNo]) * 100

We count the instances where a phone number appears more than once (indicating a repeat customer).
We divide this count by the total count of distinct phone numbers (representing all customers).
Finally, we multiply by 100 to obtain the percentage.

nickcorona

https://community-forums.domo.com/main/discussion/comment/91954#Comment_91954

That also throws an error thank you for trying

ArborRose

@nickcorona - Did you do it as typed, or did you change the [] to back ticks? I typed brackets because I don't know how to make back ticks show up in these comments.

ArborRose

Thanks to Anna Yardley, I now know how to access the rich editor to paste code. Apologies.

nickcorona

https://community-forums.domo.com/main/discussion/comment/92002#Comment_92002

Yes I removed the brackets and used `` instead

ArborRose

As code block…

SUM(CASE WHEN Cumulative Sessions = 2 THEN 1 END) OVER() / SUM(CASE WHEN Cumulative Sessions = 1 THEN 1 END) OVER()

ArborRose

Sorry….should have explained my answer.

When I review the way you have the data, you only want to count the repeat customer once per each customer that is repeating. We know they repeat when your cumulative sessions goes above 1. Thus we only check for 2 and count that. In my code, I am using SUM since my condition is "THEN 1".

This method ensures the repeating customer is counted only once for each. And the denominator is based on your cumulative sessions being a 1.

What's a little odd here is that we're putting this in a field on the end of the table. It's really sort of a value to display after the table. But its your data so I don't know the goal.

nickcorona

https://community-forums.domo.com/main/discussion/comment/92141#Comment_92141

Thank you for your efforts still. That was a creative way to think of a solution to count only the '2' cumulative sessions. This unfortunately won't work because Cumulative Sessions is a beastmode function which calculates based on a user selected date range so I can't directly reference it's name inside the Repeat Customer Percentage beastmode.

And when I double-click to copy my Cumulative Sessions code into the Repeat Customer Percentage code domo throws another calculation error when trying to validate the function:

I also tried partitioning the two sums by location.id and it still would not validate. Starting to think this may just be a limitation of domo.

Also, you are right this data would not make sense in the table. It is going in a gauge card, I just provided the table for context into the data.

ArborRose

I don't have the Location.ID or TransactionDateUTC in my data sample to play with. But they look to be further quantifying the condition. I can't test this, but what about something like this….

nickcorona

@ArborRose FYI I took this same question to the Brilliance Bar at Domopalooza and multiple experts were stumped and deemed this was not possible with the current technology around window functions.

Thanks for your effort.

ArborRose

It's been a minute. I have to re-read the problem to see what it is you are trying to solve. Then I need to recreate a data sample. You say, "It is going in a gauge card, I just provided the table for context into the data."

So you want a date filter, a table of data, and a gauge showing the percentage of repeat customers over the number of new customers. In your original screenshot you say 33.33%. But 4 repeat customers over 3 new customers would be 1.33.

If we create a field on the table called Repeat Customer Indicator with the following formula:

CASE

WHEN Customer Status = 'Repeat Customer' THEN 1

ELSE 0

END

And we create a gauge card with the following formula:

SUM(Repeat Customer Indicator) / COUNT(DISTINCT PhoneNo)

And create a filter card for date filtering. You would have results like this:

With the gauge representing the percent of repeat customers / new customers.

4/3 = 1.33
3/3 = 1
1/3 = .33