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blog / Sales and Marketing What is an Infographic and How Does It Benefit Marketing Plans?

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What is an Infographic?

An infographic is a visual representation of data, information, or knowledge intended to communicate complex thoughts in a clear and concise manner. It uses a combination of graphics, text, and design elements to convey information and tell a story, illustrate a concept, or present data in a visually appealing way. 

Infographics are often used in journalism, marketing, and education to present information in an easily digestible and understandable format for the audience. Moreover, they can be created using various software programs and can be displayed in print or digital formats.

Types of Infographics 1. List Infographics

These are written lists that convey information in a visual format. They are great for noting down several items and presenting data-rich text without compromising on visuals.

2. Statistical Infographics

They present data and statistics through pie charts, bar graphs, and other visual representations. Moreover, they are ideal for presenting survey results or research data. 

3. How-To Infographics

How-to infographics provide step-by-step instructions on how to perform a task or solve a problem. Also, they are an effective alternative to long pieces of text that describe a process. 

4. Timeline Infographics

These display events in chronological order, making them useful and informative as well as visually appealing. 

5. Comparison Infographics

Comparison infographics use a visual format to compare and contrast different options, presenting two or more alternatives side-by-side.

6. Flowchart Infographics

This is a visual format to show a process or system, using arrows and shapes to guide the reader through the steps. 

7. Process Description Infographics

This is a type of infographic that visually represents a sequence of steps or stages in a process. It explains complex procedures or workflows, such as product manufacturing, software development, or project management. 

How Do Infographics Help Marketing Teams?

Infographics are effective for marketing because they can increase brand awareness, improve search marketing results, enhance audience engagement, and serve as learning tools. The following points further explain their importance in marketing:

Infographics combine powerful storytelling with strong data presentation, making it easier to convey information effectively, creatively, and quickly 

They are visually appealing, making it easier for the audience to understand and recall the message 

Infographics can make a brand’s content go viral when shared on social media

They can be used offline as brochures, posters, and banners, and are useful educational tools that make complex information easy to understand

How to Use Infographics in Marketing

Now that we have discussed what is an infographic, let’s understand how to use it in marketing:

1. Amplify Customer Stories

By using video case studies that focus on the customer journey, marketers can create powerful infographics that amplify these stories and showcase their brand’s unique selling points.

2. Explain Complex Concepts

Infographics are useful for explaining complex business concepts or processes. Breaking down these concepts into smaller, visual units helps readers gain a better understanding of the information.

3. Transmit Complex Data Clearly

Infographics are an ideal tool for conveying complex data sets in a clear and engaging way. However, it’s important to not overload your infographic with too much information and to remember to convey a clear message.

4. Visualize Trends

Infographics are particularly effective at illustrating trends or comparisons, such as growth over time. By using comparative charts or graphs, infographics can help audiences better understand the significance of numerical data.

5. Turn Data into a Visual Story

Infographics work best for data visualization when a visual story is created. Moreover, data when presented in an appealing way makes it easier to understand.

Tools for Creating an Infographic

Creating an infographic requires creativity and an effective set of tools. Here are some popular tools to help you create an infographic:

1. Canva

Canva is a graphic design tool that allows you to create professional-looking graphics and infographics. Moreover, it has a user-friendly interface and a wide selection of templates, graphics, and fonts to choose from.

2. Adobe Illustrator

Adobe Illustrator is a vector graphics editor that can be used to create high-quality and scalable infographics. Furthermore, it has a steep learning curve but, once mastered, it can produce excellent results.

3. Piktochart

Piktochart is a web-based tool that offers easy-to-use templates and graphics to help you create infographics quickly. Moreover, it also has a library of icons, graphics, and images that you can use to customize your designs.

4. Venngage

Venngage is an online infographic maker that allows you to create interactive and engaging infographics. Furthermore, it offers a wide range of templates, charts, and icons, as well as the ability to add video and audio to your designs.

What Should One Include in a Marketing Infographic?

A marketing infographic should be designed to convey information about a specific marketing topic in a visually engaging way. The following are some key elements that should be included:

1. Data

It is essential to have accurate and reliable data to support your marketing message.

2. Headline

A catchy headline can grab the attention of your target audience and entice them to read your infographic.

3. Design

The design of your infographic should be visually appealing and easy to understand.

4. Branding

Your infographic should include your brand’s logo and colors to help build brand recognition and trust.

5. Call-to-Action

A call-to-action is an important element that prompts readers to take action, such as signing up for a newsletter or following your social media pages.

6. Sources

Including sources for the data used in your infographic helps establish credibility and trust with your audience.

7. Story

An infographic should tell a story that is relevant and engaging to your target audience.

ALSO READ: What is Marketing? Purposes, Types, and Career Opportunities

Mistakes to Avoid When Creating an Infographic

A major part of learning how an infographic works is to know the mistakes to avoid when creating. Here are some common ones to make note of:

1. Lack of Focus

Infographics should have a clear message or focus. Avoid cramming too much information in a single infographic. Moreover, stick to a single topic and provide supporting data or statistics that can effectively communicate your message.

2. Poor Design

A visually unappealing infographic can deter the audience from reading or understanding your message. Additionally, use appropriate fonts, color schemes, and images to make your infographic attractive and professional-looking.

3. Inaccurate Data

Always ensure that the data you use in your infographic is accurate, reliable, and up-to-date. Incorrect data can undermine your credibility and distort your message.

4. Lack of a Story

Infographics should be designed to tell a story. Use a narrative structure that makes it easy for the audience to understand the information you’re presenting. Furthermore, include an introduction, body, and conclusion.

5. Failure to Optimize for Sharing

An infographic that is not shareable or cannot be easily distributed may not reach its target audience. Use social media sharing buttons, embed codes, and other tools to make it easy for your audience to share your infographic.

6. Over-Reliance on Text

The goal of an infographic is to present complex information in a visually engaging way. Avoid using too much text in your infographic as it can make it overwhelming and difficult to read. Moreover, use images, charts, graphs, and other visual aids to simplify the information.

7. Lack of Promotion

Promote your infographic using various channels such as social media, email newsletters, and blog posts. This will help you reach a broader audience. Moreover, it will help increase the chances of the infographic going viral.

Accelerate Your Marketing Career With Emeritus

Are you interested to learn more about infographics and other in-demand skills and trends related to marketing? Enroll in Emeritus’ marketing courses to enhance your expertise in driving marketing and enabling business growth, both online and offline.

By Apsara Raj

Write to us at [email protected]

You're reading What Is An Infographic? Learn The Best Practices, Tools & Benefits

Learn What Is A Gitlab Repository?

Introduction to GitLab repository

Gitlab repository is defined as a central location in Gitlab where aggregation of the codes pertaining to the use case that is being worked upon are stored, managed and used and can be used for various applications in terms of collaborative work, or loading off the code base to another team or group. The code that is shared across are subjected to changes that are required as a part of feature building, or bug fixes and are respectively tracked by the use of version control. In the normal use case, each project has its own corresponding repository, and, in this article, we will look at different facets of the repository in Gitlab and go in-depth of each individual element.

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What is a GitLab repository?

By now we understand the concept of Gitlab repository as being the central place where codes corresponding to a project are stored, edited and managed. There are many elements in perspective of Gitlab repository viz. creation of a repository, adding files to the repository, committing changes on to a repository, cloning a repository. With respect to each of them, we in this article will go through them in detail and understand the niche ideas within the same. One important thing to note is that Gitlab allows the repositories to be at max 10 GB in size, although there is no restriction on the individual file size, keeping in mind the 10 GB size limit of the repository.

Create a GitLab repository

Coming to the first element of the Gitlab repository and without which the concept of it being a repository won’t exist and that element is the creation of a repository. There are 2 ways how a repository can be created and they are:

Through the creation of a project

Through forking of an existing project

In the next paragraph, we will look at the steps of creating a Gitlab repository, but before that let us concentrate on a few other elements that are equally important as the creation of the repository as following these ways, one can maintain and manage a repository. The first of the many elements are:

Adding files to the repository

Files can be added to the repository in various scenarios viz. when a project is created, and post creation of the project. When one needs to add files to the repository post creation of a project a web editor can either be used or can be completed by using the command line.

Committing changes to the repositories

Once the files are added to the repository, the immediate next step is to commit the changes. Committing changes is capturing a snapshot of the project’s staged changes and are considered as the “safe” versions of the project which would never be changed unless explicitly asked to do so. Post committing the changes one can perform tasks like triggering a CI/CD pipeline or cross-link the issues and merge requests to the commit made. It can be also used for cherry-picking which is very useful for undoing any changes.

Repository cloning

Another important utility that that is enabled by the concept of the repository in Gitlab is the idea of cloning a repository. In the next paragraph, we will get into the details of how to clone a Gitlab repository.

How to create and clone a GitLab repository?

Creating a Gitlab repository by creating a project:

Open the Gitlab web UI and proceed to the icon on the top bar (just beside the search bar denoted as.

There will be multiple options present viz.

Create blank project: This is like a blank slate, where everything has to be built from scratch.

Create from template: There are multiple templates present which makes some repetitive things simpler for developers to build in Gitlab so that one doesn’t have to re-invent the wheel.

Import project:

Run CI/CD for external repository:

Out of which the first 3 can be used for creating any project as per the need.

Required details need to be filled in as per the choice from the last step.

Open the Gitlab UI and proceed to the overview page of the project.

Once prompted user has to select Xcode.

The project gets cloned into the computer where the user will be prompted to open the Xcode.

Cloning a repository in Gitlab through Visual Studio Code:

Open the Gitlab UI and proceed to the overview page of the project.

Once prompted user has to select Clone with Visual Studio Code. This option is present under the HTTPS or SSH method.

After this, one has to select the folder for cloning the project.

Steps to clone a repository through web UI:

Open the Gitlab web UI.

Search and reach to the project that needs to be cloned.

With a lot of buttons present, there will be one highlighted in blue, named as a clone.

GitLab repository example (screenshot)

Creating the Gitlab repository through web UI

Cloning Gitlab project through web UI (Through opening an application)

Conclusion

With this article, we have looked at the various aspects of what are the elements of the Gitlab repository including the various steps that is involved in creating a repository. Not only that we have looked at other elements in brief and screenshots regarding the process of creating and cloning a repository in Gitlab.

Recommended Articles

This is a guide to GitLab repository. Here we discuss the various aspects of what are the elements of the Gitlab repository including the various steps. You may also have a look at the following articles to learn more –

What Is An Influencer? Explore The Importance And Types

blog / Digital Marketing Discover the Best Ways to Leverage Influencer Marketing for Your Brand

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Influencers and influencer marketing have become a significant part of marketing strategies across the world, but what is an influencer and influencer marketing, and why should you care about it? In this guide, we take you through everything you need to know about the topic. 

Let’s get started by focusing on the question of what is an influencer. An influencer is an individual with the power to affect buying habits and decision-making of consumers due to their expertise and relationship with their audience. They have a large social media following and create content that generates significant engagement. 

The Importance of Influencers to Your Brand

Now that you know what is an influencer, let’s find out why you should consider working with an influencer for your brand. 

Reach your target and undiscovered audience:

Knowing and reaching your target and potential audience is essential for successful marketing. As such, the social media presence and following of influencers help you connect with your ideal as well as the undiscovered audience.

Enhances brand awareness:

Influencers with a large and legitimate following have a high engagement rate and this helps increase your brand exposure. 

Increases brand credibility and trust:

The influencers’ expertise in their domain is one of the main reasons behind their impact on their audience. Working with influencers can help you gain credibility among people, which will enable you to earn their trust. 

Improved conversion rate:

Influencer promotion and review of your brand can influence purchase decisions and drive more people to your products and services.

What is a Social Media Influencer?

Social media influencers are content creators with a large following and influence on social media platforms. These influencers build an established reputation by creating content on social media and showcasing their knowledge and credibility on a specific topic. 

What is Influencer Marketing?

Influencer marketing leverages influencers to endorse a product or service to a large audience. Its impact is profound and has become an increasingly popular marketing strategy for brands. Let’s take a look at some influencer marketing statistics collated by the Influencer Marketing 2023 report: 

The number of influencer marketing-related service offerings globally grew by 26%, reaching 18,900 firms offering such services in 2023

Influencer marketing-focused platforms raised more than $800 million in funding in 2023 

The influencer marketing industry was projected to grow to $16.4 billion in 2023 

How to Get Started with Influencer Marketing

Define your target audience:

Like any marketing strategy, defining and understanding your target market is critical. 

Determine your goals and objectives:

Figure out your goals and objectives for undertaking influencer marketing. It is essential to have a clear vision of what you want to accomplish.

Find the right influencer:

Decide

what is an influencer

for your brand. Ideally, they should be trustworthy and relevant to your brand and have a significant reach and engagement rate. Make sure they are the right fit for your product or service according to your target audience. 

Reach out to the influencer:

As influencers typically get many brand deals, reaching out and convincing them can be complex. Have a good pitch and plan in place. You can provide compensation such as commission and cash. It is also possible to offer them free products instead of monetary payment. 

Create your marketing campaign:

You can either create a campaign for the influencer or give the influencer a creative license—with some instructions—to build content for your brand. Letting influencers create content can be a good option to get unique content that looks authentic and increases your brand credibility.

Monitor campaigns:

Finally, monitor the performance of the campaigns to see if your goals and objectives are met. 

ALSO READ: How to Become an Influencer: A Guide to Mega Growth on Social Media 

Types of Influencers

Nano influencers like @youthsweets are new influencers who start their journey with a small number of highly engaged followers due to their expertise in niche areas. They have a following of 10,000 or fewer.

Micro-Influencers:

Micro-influencers like @tinasbeautytips have a considerably large following ranging from 10,000 to 100,000. 

Credit: Tina Le (@tinasbeautytips) • Instagram 

Macro Influencers:

Macro influencers like @hyram have an audience size of 100,00 to one million.

Credit: Hyram (@hyram) Instagram

Mega Influencers:

Mega influencers like @zoesugg have a super-large audience of at least one million followers. These influencers typically have a very high engagement and content visibility rate. 

Credit: Zoë Sugg (@zoesugg) • Instagram

How Much do Influencers Cost?

Their rates are based on a number of factors, such as the demand for influencers in the market, the social media platform, reach, engagement, exclusivity, industry, and content. It also depends on how you pay them based on the marketing Return on Investment (ROI) by evaluating the campaign performance and impact. Some brands even offer influencers free products instead of monetary payment.

How Much do Influencers Make Per Post?

According to InfluencerMarketingHub, here are some typical ‘per post’ rates charged by influencers on different social media: 

Social Media  Nano 

Influencers

Micro

Influencers

Macro

Influencers

Mega

Influencers

Instagram

$10–100

$100–500

$5,000–10,000

$10000+

YouTube

 $20–200

$200–1,000

$10,000–20,000

$20,000+

TikTok

$5–25

$25–125

$1,250–2,500

$2,500+

How to Find an Ideal Influencer?

Here are a few more tips on how to find an ideal influencer for your brand: 

Research and list influencers who align with your goals and objectives

Check their engagement metrics

Look beyond their following/followers and focus on their content 

Check the credibility and expertise of the influencer in your industry

Ensure their audience overlaps with your brand to potentially expand your customer base 

Learning, the Emeritus Way

Now that you know what is an influencer and how essential it can be for your brand, it’s time to get started! Learn how to boost your engagement and sales with Emeritus’ digital marketing courses. 

By Krati Joshi 

Write to us at [email protected]

What Gaming Laptop Brand Is The Best?

What gaming laptop brand is the best?

We ask what is the best gaming laptop brand by category, and which gaming laptop brand is the best overall?

So what gaming laptop brand is the best in 2023? Well (surprise surprise) there isn’t just one easy answer to this question. Which brand is best really depends on what features you’re prioritizing and what your budget is, and even then there are multiple possible answers.

Still, on this page we have listed our picks under various sub categories, as well as giving what we consider to be the gaming laptop brands that are the best overall, explaining why each brand has made the cut in each instance, so as to help you find the right one for you!

READ NOW: Top 5 gaming laptop deals December 2023 & Christmas gifts for gamers 2023

Best gaming laptop brand for premium & ultra high-performance machines

MSI gaming laptops: The desktop replacement MSI Titan GT77 is tied for the title of most powerful gaming laptop with the other two brands on this list. Besides this, The MSI Raider series continue to feature on best premium gaming laptop lists every year, and the addition of the superb new MSI Raider GE67 HX with 240Hz QHD OLED screen is the first high-end OLED gaming laptop on the market.

ASUS gaming laptops: The ASUS ROG Strix SCAR 17 SE is one of the other contenders for the title of most powerful gaming laptop, being another ridiculously powerful desktop replacement / workstation machine. Besides this the

XMG/Eluktronics/CUK Clevo gaming laptops: Gaming laptops built by Schenker on the Tong Fang chassis are sold under different brand names depending on the region of the world you live in, but they’re all virtually the same laptop when you open them up. The XMG Ultra 17 line (branded as the CUK Clevo X170 KMG if you’re in the US) is the high-end desktop replacement gaming laptop / workstation model, due for a refresh in 2023. The XMG Neo 15 E22 / Eluktronics MAG-15 G3 is on of our most highly rated premium gaming laptops of 2023, comes with the highest TGP graphics GPU options, and supports an external liquid cooling solution, should you want it, which is a completely unique feature in the gaming laptop market.

Best gaming laptop brand for mid-to-high range

Lenovo gaming laptops: The Lenovo Legion series have featured in best gaming laptop lists now for three years straight, with the straight Legion 5 (with AMD CPUs) and Legion 5i (with Intel CPUs) offering mid-to-upper-mid-range 15-inch gaming laptops with various GPU options, and the Legion 5/5i Pro series offering higher quality 16-inch gaming laptops with 16:10 displays and higher TGP graphics cards for a bit more money. Either option are great picks.

ASUS gaming laptops: The vast majority of ASUS Zephyrus laptops, whatever their size or configuration, offer great mid-range to upper mid-range picks, with high build quality, some of the best speakers available for a gaming laptop, powerful internal components, interesting quirky features, and typically good power/fan controls within the internal software.

XMG/Eluktronics gaming laptops: Though very utilitarian in appearance, and lacking in the quality of the onboard speakers, everything else about these laptops is top-notch, with the highest TGP graphics cards you’ll find meaning superb FPS performance, terrific optomechanical keyboards, and great build quality. Higher-specced models from older generations are relatively affordable compared to more well known brands, and the lower specced options are great mid-range devices. These laptops have the best onboard software we’ve come across – with lots of granular control for fan profiles and power options, whilst also being streamlined and intuitive.

Best gaming laptop brand for value for money

HP gaming laptops: The HP Victus 16 takes our top spot for best budget gaming laptop – it’s frequently on sale on the HP store and offers unparalleled gaming power and features (not to mention a 16-inch display) for around $800. This reason alone is enough to give HP a place in this list, but their Omen series also offer solid value mid-range gaming laptops if you pick on up on sale.

ASUS gaming laptops: If you’re looking for value in the mid-range, then the previous gen ASUS ROG Zephyrus G14 (2023) and the latest gen 2023 version are frequently seen on sale for some of the best offers around on 14-inch gaming laptops. The ASUS ROG Strix G15 Advantage Edition remains the best value upper-mid-range gaming laptop we’ve seen.

Acer gaming laptops: 2023 wasn’t a good year for Acer gaming laptops, as the brand’s Predator series had numerous issues and suffered from underperformance, but in 2023 the brand came back with a bang: the Acer Predator Triton 500 & Helios released in 2023 are some of the best value for money high-end gaming laptops, plus the newly redesigned Acer Nitro series continues to be the most popular budget gaming laptop on the market, and definitely gets our seal of approval.

Best looking gaming laptop brand

Beauty is in the eye of the beholder and all that jazz, however the following brands are the ones that most people agree put together a striking and/or sleek-looking laptop. We’re not going to go on at length why here – just take a look for yourselves and see if you agree!

Best all-round gaming laptop brand

ASUS gaming laptops: Unsurprisingly, given that they feature in every other list on this page, ASUS are our number one pick for best all-round gaming laptop brand. Although not every gaming laptop they produce is absolutely stellar, it’s very rare they’re ever below average, and usually are some of the best in class. Not only are the ASUS Zephyrus range of mid-upper range gaming laptops they produce of a high quality, but the company continues to innovate with interesting designs and technologies, as seen in the ASUS Zephyrus Duo 16 line, the ASUS ROG Flow X16, ASUS ROG Flow Z13, and the ASUS Zenbook 17 Fold OLED (though this one isn’t a gaming laptop, it’s still worth mentioning).

XMG/Schenker/Eluktronics/CUK Clevo gaming laptops: Primarily for their XMG Neo / Eluktronics MAG & Mech lines with their highest-TGP graphics cards and optomechanical keyboards at a more affordable price than the bigger name manufacturers, these laptop brands (essentially all pushing the same product in different regions) have earned a place in the top tier.

Lenovo gaming laptops: The Lenovo Legion and Legion Pro lines of gaming laptops continue to feature in almost everyone’s best of lists – the brand consistently provides quality laptops in the mid-high range which often don’t have much you can criticise them about.

What gaming laptop brand is the best? Final Word

We hope this guide has helped you find out what gaming laptop brand is the best? for your wants and needs. Do be sure to check out our various other best gaming laptop guides organised by price point, in the top menu of the website.

The 5 Best Tools For Website Wireframing

Good website design goes through a wireframing process early on. While it may seem like an unnecessary step for some, it is a crucial part of creating a website that performs the sought after functionality. But let’s back up for a minute, and briefly explain what wireframing is in case you’re not familiar with the web design step.

Wireframing: a page schematic or screen blueprint that acts as a visual guide that represents the skeletal framework of a website. Wireframes are created in order to give an example of a website’s elements and navigation path.

These two-dimensional layouts can be sketched by hand or created digitally, but aim to illustrate specific size and placement of page elements, site features, conversion areas, and more. Wireframing plays a vital role in preparing a website for the user interface (UI) design, and furthermore, anticipates what will provide a positive user experience.

Additionally, wireframing is a step that should not be skipped over because it enables the client or responsible stakeholder of the project to have a barebones idea of where the website is headed before design. This can help save both time and money, as it:

Provides a conversation starter with the client or responsible party

Enables easier first stage editing

Helps identify future update possibilities

Promotes confidences in future design fulfillment

So in an effort to help your wireframing design process, we’ve picked the five best tools that can help push the needle forward in your future projects.

1. Canva

This is probably a tool you’ve heard of, and most likely already use it in some capacity. Canva is heralded for its easy to use and customizable interface. Features like drag and drop text/grid boxes enable fast and efficient wireframing. With thousands of built-out templates, sharing capabilities via email and link, and iOS and Android accessibility, Canva ranks as one of the best wireframing tools to date.

2. Adobe Illustrator

Adobe is a juggernaut in the digital space — their suite of products provides the tools to create almost anything necessary. While Abode hits well above the weight class of wireframing, it is still a top pick for creating these schematic layouts. Teams are able to easily collaborate within the same file in Illustrator and offer designers greater control over what their wireframe examples can display. If you’re needing to create a vector wireframe, Adobe Illustrator should be your go-to.

3. Sketch

Sketch is another vector wireframing tool to explore if Illustrator doesn’t seem like the right fit. Similar to Canva, Sketch allows for quick and easy design. While the platform lacks the power of more robust wireframing programs, it does allow for third-party extensions to help add some juice to your arsenal of capabilities. However, where Sketch shines is in the export game — allowing ease of transition between planning and design development.

4. Adobe Photoshop 5. InVision Studio

InVision Studio is a great choice for creating wireframes for multiple screen sizes. As one of the more user-friendly tools, InVision Studio comes with pre-built UI components that are accessible through their design library. In addition, it features an “inspect tool” that makes the flip between wireframing to design development an easy progression.

Need Website Help?

At Venta Marketing, we are helping businesses meet their goals head-on. As leaders in the digital marketing industry, we know what goes into great web design — including wireframing. Contact us today to inquire about our web services!

Calculatetable Dax Function – Best Practices In Power Bi

Most of you who are just starting out with Power BI have probably overlooked this particular function. I certainly did when I first started out using Power BI and writing DAX measures.

It’s quite a complex function to understand and actually implement in Power BI. But over time, I’ve discovered how great it is in several scenarios and demos I’ve worked through. I now have a clear understanding of how and when to use it in different ways. That’s what I want to share with you in this tutorial.

One of the best times to incorporate the use of the CALCULATETABLE DAX function is when you’re trying to analyze your churn analytics.

Churn analytics involves the evaluation of a company’s customer loss rate. Finding out this data using Power BI can help a lot in terms of assessing your products. Through this way, you can speed up your marketing efforts to reduce customer loss.

The table above shows a comparison of new and total customers for a specific month and year. It involves the data of new, lost, and total customers.

The key to extracting these important insights is through the use of the CALCULATETABLE DAX function.

Firstly, I’ll show you the formula to calculate new customers using CALCULATETABLE. 

Here, we need to compare the current customer set from a customer set of a prior period. I only consider customers as new, if they have purchased now but haven’t done so in the past 90 days.

To be able to find that insight, this is where I integrated the CALCULATETABLE function. Take note that I used this together with other table functions, just like the EXCEPT function. 

The EXCEPT function evaluates two tables and returns the customers that are in the first table, but not on the second one. Next, I wrapped it inside the COUNTROWS function to really work out the needed calculation.

Looking back to the main point. The CALCULATETABLE function enables us to open a window in any particular context. In my example, it looks back 90 days to find a customer set. 

Since we don’t want to look at the customers in the current context, but look at the customers over the previous 90 days, we now use the FILTER function.

Then, I’ve placed it inside another table function and do some follow-up evaluations.

To sum up, the perfect way to use CALCULATETABLE is to change the context of a table evaluation. That’s generally how you should use it. But then, you can also incorporate other formulas that you can use to compare tables like EXCEPT and  INTERSECT.

Take a look at this formula for finding out lost customers.

I have actually discussed the full logic of this formula in another blog. But then again, we’re just doing a similar calculation here for lost customers.

If you look at the formulas for CustomersPurchased and PriorCustomers, we’re using CALCULATETABLE.

Furthermore, you can still find the EXCEPT function. But this time, it compares the tables of CustomersPurchased and PriorCustomers.

If you use Power BI soon, you’ll understand that this is an intensive analysis. Moreover, we can make the formulas more intuitive especially when you use variables as well.

Just think about what you put inside the first parameter in CALCULATETABLE. It’s usually a table function, and then you change the context of that table evaluation. From there, you can put it inside another table function and see how things evaluate from there. 

I know CALCULATETABLE is a bit hard to understand if you’re just starting out. But that’s the main reason why I created this tutorial for you.

By reviewing it in this way, I believe you’ll have a better understanding of how you can utilize the CALCULATETABLE DAX function yourself in your own reports and models.

Don’t forget to subscribe to Enterprise DNA TV to get plenty of other content.

Good luck with learning this one.

Sam

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