How to calculate a percentage based on another beastmode

nickcorona
nickcorona Member
edited March 13 in Cards, Dashboards, Stories

Hi

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.

image.png

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.

image.png

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

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Best Answer

  • ArborRose
    ArborRose Coach
    Answer ✓

    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….

    image.png

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Answers

  • ArborRose
    ArborRose Coach

    How about this:

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

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  • nickcorona
    nickcorona Member

    That also throws a calculation error unfortunately.

  • ArborRose
    ArborRose Coach

    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.

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

    That also throws an error thank you for trying

  • ArborRose
    ArborRose Coach

    @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.

    image.png

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  • ArborRose
    ArborRose Coach

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

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

    Yes I removed the brackets and used `` instead

  • ArborRose
    ArborRose Coach
    image.png
    image.png

    As code block…

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

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  • ArborRose
    ArborRose Coach

    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.

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  • nickcorona
    nickcorona Member
    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:

    image.png

    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
    ArborRose Coach
    Answer ✓

    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….

    image.png

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  • nickcorona
    nickcorona Member

    @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
    ArborRose Coach

    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:

    image.png
    image.png
    image.png

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

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

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