Create a Simple Dashboard for Next Purchase Prediction with Power BI

Power BI series | Next Purchase Prediction | Next Visit Day Prediction

Ploii Tubsamon
4 min readSep 29, 2022

What you should do, if you want to know the next visit of your customers. When and how much?

This is a step-by-step to predict the next purchase using Power BI.

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Next Purchase Prediction Dashboard

View a sample dashboard by clicking here.

Table of Contents.

  • Data for use
  • Steps for creating measure
  • Start to create ‘Next Purchase Prediction’ using Power BI
  • Design your Next Purchase Prediction dashboard

Data for use

  • You can download it from Kaggle.
  • Get and transform data to a power query editor (To explore and clean data). Then, close and apply. And go to the report view.
  • Data period : 1 Jan — 31 Dec 2016

The data shown below is an example.

Sample data

Steps for creating a measure

In this article, we will follow the steps shown below :

  • Create “Date of first purchase”: measures the first date of the transaction.
  • Create “Date of last purchase”: measures the latest date of the transaction.
  • Create “Total days”: count the number of days with transactions.
  • Create “Days since last purchase”: measures the period between a visitor’s most recent purchase and the current visit of each customer.
  • Create “Average days between purchase”: calculate the average time between orders for each customer.
  • Create “Day above average”: to determine the days that customers visit the store later than expected to make a purchase.

Start to create ‘Next Purchase Prediction’ using Power BI

‘scanner_data’ table

  • Create a new measure for the “Date of first purchase”
Date of First Purchase = FIRSTDATE(scanner_data[Date])
  • Create a new measure for the “Date of last purchase”
Date of Last Purchase = LASTDATE(scanner_data[Date])
  • Create a new measure for the “Total days”
Total Days = DISTINCTCOUNT(scanner_data[Date])
  • Create a new measure for the ‘Days since last purchase’
Days Since Last Purchase =VAR DateLastPurchase = [Date of Last Purchase]
VAR LastDateOfYear = CALCULATE(MAX(scanner_data[Date]), all(scanner_data))
RETURN
VALUE(LastDateOfYear-DateLastPurchase)
  • Create a new measure for the ‘Average days between purchase’
Average Days Between Purchase =VAR FirstDatePurchase = [Date of First Purchase]
VAR LastDatePurchase = [Date of Last Purchase]
VAR TotalDays = [Total Days]
RETURN
DIVIDE(LastDatePurchase-FirstDatePurchase, TotalDays,0)
  • Create a new measure for the ‘Days above average’
Days Above Average = 
[Days Since Last Purchase] - [Average Days Between Purchase]

‘tDimdate’ table

tDimDate =ADDCOLUMNS(
CALENDAR(minx('scanner_data',[Date]),MAXX('scanner_data',[Date])),
"Year", YEAR([Date]),
"MonthNum", MONTH([Date]),
"Month", FORMAT([Date],"mmmm"),
"YearMonthNum", FORMAT([Date], "yyyymm"),
"MonthYear", FORMAT([Date], "mmm-yyyy"),
"Q", FORMAT([Date], "\Qq-yyyy"),
"Q-Sort", QUARTER([Date])*4 + MONTH([Date]))

Manage relationship

  • To create a relationship between the ‘scanner_data’ table and the ‘tDimdate’ table by using the columns ‘Date’ for both tables.

Design your Next Purchase Prediction dashboard

Let’s take a look at the sample dashboard.

See more by clicking here.

Conclusions

  1. As you see, it’s extremely simple to understand the next purchase analysis and create a dashboard.
  2. Power BI can also generate more visually appealing graphics.
  3. Do not use any code!! So easy to do and results in a wonderful visual.

If you require Power Bi File (.pbix), please visit and download it on my drive.

Thanks.

  • Kaggle for providing the dataset.
  • Many thanks to Power BI for letting us improve our skills.
  • Picture from Flaticon.com

See you in the next post.

Knowledge Is Endless To Learn. Let’s study together.

I’m available on LinkedIn.

Tubsamon Dusitsopittawong

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Ploii Tubsamon
Ploii Tubsamon

Written by Ploii Tubsamon

Data Analyst. Microsoft Certified Power BI Data Analyst Associate.

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