Formula Generator | DAX

DAX Formula for Calculating Adoption Rate

This guide explains a DAX formula to compute the adoption rate while excluding 'super' product types from the customer count. It details variable definitions, computation methods, and provides a practical example for better understanding.

Prompt

Answer

DAX Formula for Adoption Rate

To calculate the adoption rate with the conditions specified, you can use the following DAX formula:

AdoptionRate = 
VAR TotalFNI = SUM(customer_profile_digital_report[FNI_3M])
VAR TotalCustomers = 
    CALCULATE(
        SUM(customer_profile_digital_report[customers]), 
        customer_profile_digital_report[product_type] <> "super"
    )
RETURN
    DIVIDE(TotalFNI, TotalCustomers, 0)

Breakdown of the Formula

Variables (VAR):
- TotalFNI: Computes the total of the FNI_3M column.
- TotalCustomers: Calculates the total number of customers but excludes those where the product type is "super".
COMPUTE TotalCustomers:
- The CALCULATE function modifies the filter context to exclude any record where the product type equals "super". This ensures that if the product type is "super", it does not contribute to the customer count.
Using DIVIDE Function:
- The DIVIDE function is utilized to safely perform division. It takes three parameters: numerator, denominator, and an optional alternate result (in this case 0 if the denominator is 0).

Practical Example

Consider the following dataset in the customer_profile_digital_report table:

product_type	FNI_3M	customers
standard	100	50
super	200	0
standard	150	75
premium	300	30

Calculation:
- Total FNI (FNI_3M): 100 + 200 + 150 + 300 = 750
- Excluded Customers (where product_type = "super"): Only one record, which means:
  - Total Customers = 50 + 75 + 30 = 155
- Adoption Rate = Total FNI (750) / Total Customers (155) = 4.84 (approximately 4.84).

Conclusion

This DAX formula effectively calculates the adoption rate while adhering to the specific condition regarding the product type. If there are any further conditions or requirements for the analysis, consider leveraging additional DAX functions and statistics available. For comprehensive learning on DAX and its applications, consider the courses available on the Enterprise DNA Platform.