What is the monthly 80th percentile of customer’s total transactions at retailer A in a rolling last 6 months?

Sigma Formulas and Functions
1

We have the following Transaction table:

Records with the following columns
· Consumer id
· Transaction id
· Date of transaction
· Retailer name

What is the monthly 80th percentile of customer’s total transactions at retailer A in a rolling last 6 months?

2

@daleong02 Welcome to the Sigma Community!
Suggestions on approaching to solve:

  1. Group by retailers first.
  2. Sort to have monthly transaction sales.
  3. Use MovingAvg to calculate the 80% of the last 6 months.
    If you need further assistance, please utilize our Live Chat ( Monday through Friday, 6:00 am to 6:00 pm PT) for a TSE to walk you through all the steps.
3

Our awesome TSE, @Chandler, told us that you connected through LiveChat and got your solution. I outlined the resolution here for others to learn:

Create a chart measuring the trailing 6-month spend of customers, split into cohorts of P10 - P90 defined as buckets of percentiles according to their total spend over the past six months.

4

Added Chart