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    Calculating YOY customer retention

    Peter Franzen

      I'm trying to calculate the percentage of customers who have a transaction in 2012 and 2013 (or any arbitrary years, but this is a starting point).  It's easy for me to end up with something like this:

       

       

      ...but I'm having a hard time figuring out the next step.  Shawn, in the image above, would count as a retained customer from 2012 while the rest of them would not.  I have 2 tables (customers and transactions) that are easily linked by a customer ID field.

       

      Can someone point me in the right direction for this?  And if it's really easy, how would I go about expanding it so that I could choose a starting year and a finishing year and calculate the retention between the two of them?

       

      Thanks!

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