Biz Apps Net Customer Add: Forecast missing detailed data

RalfW 

Hi,
I do not have a quick or easy answer to this.

I agree that Microsoft do not make this easy to understand. Even the data you can download is formatted badly and requires you to correct it before you can use it. For example, numbers are text, which you have to convert back to numbers.

Here's a brief summary of how I would approach this.

1. Download the data for the particular metric
2. Open in Excel and use the 'Format as a table'
3. Add new column, e.g. RevenueValue and add a calculation here to convert the text values in the Revenue column to numbers, e.g. '=VALUE([@Revenue])'
4. Create a new worksheet
5. On the new worksheet, insert a pivot table using 'Table1' as the source Table/Range
6. Add Tenant as a row, FiscalMonth as a column, and RevenueValue to the values
7. You could remove the Grand Total column which is no relevant

In the pivot table you are looking for customers that exceeded the revenue threshold 12 months ago when it was counted new, when means 12 months later, they are no longer new and will now be removed metrics.

You can use this pivot too to compare the two revenue columns to see which customer may be counted new since 12 months ago, and also those that have revenue growth.

It is painful and takes time to figure out.

This is just for the Biz Apps. Some of the other solutions partner metrics require a different technique.

Perhaps someone else has some insights and better way of doing this.