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divyanshi
Contributor III
Contributor III

How to make Profit% category at front end in qliksense?

Hi All,

I have two columns:     Customer Group and Customer Name

And I have one radio button:

radio.PNG

I want to categorize all customer group as well as customer name on the basis of sum(Profit) depending upon the selection of customer selection filter as:

sum(Profit)<0      ->                                    "<0%"

sum(Profit)>=0 and sum(Profit)<10      -> "0-10%"

sum(Profit)>=10 and sum(Profit)<20      -> "10-20%"

sum(Profit)>=20    ->                                  ">=20%" 


Also I have one leaders filter , I want when someone selects any leader then grouping should be done corresponding to leaders as well in addition to customer group/customer name.

filters2.PNG

Kindly help...

14 Replies
praveenkumar_ma
Partner - Creator
Partner - Creator

Hi Divyanshi ,

Can you able to share any file , i didnt understood properly .

If ypu can share anysample , its easy to work on please.

Thanks

PM

divyanshi
Contributor III
Contributor III
Author

Hi Praveen,

PFA of qvf as well as the excel.

In the qvf, I have grouped according to QoQ on customer group selection. But I want grouping should be automatically done on Leaders as well as at org level(no selection of filter), YoY Trend(only on Fiscal Year).

Like as of now,

for Q4 , <0%, sum(Profit) is -0.72 and sum(Cost) is 47.78 which is correct.


And I want

for no quarter selection, sum(Profit) is 0 and sum(Cost) is 0

for L1 Leader and no quarter selection , sum(Profit) is -8.6 and sum(Cost) is 1.76

for L1 Leader and Q4 , sum(Profit) is -0.2 and sum(Cost) is 45.56


You can check from attached excel....


Kindly help.


devyanshu_gupta
Partner - Contributor III
Partner - Contributor III

Hi,

Here lets say if you're making a straight table.

Make a calculated dimension using the radio buttons input

For Measure try

if(Sum(Profit)<0,'<0%',

     if(Sum(Profit)<10,'0-10%',

          if(Sum(Profit)<20,'10-20%','>20%'

            )

       )

   )


Here the values would be easily filterable by Leaders, Quarter, etc...


Regards,

Devyanshu

divyanshi
Contributor III
Contributor III
Author

Can you manipulate the app file I shared?

christophebrault
Specialist
Specialist

Hi,

Find my App attached below.

I'm using cyclic group in Qlik sense, you can have full detailed implementation at https://www.quickintelligence.co.uk/qlik-sense-cycle-group/ from stevedark

Then, grouping are calculated in the list using aggr(). this ensure your list will be updated with any other selections in the app

I've renamed Customer Group to Customer group in the data island. The field name and the value in the dimension have to be the same.

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divyanshi
Contributor III
Contributor III
Author

stalwar1

Kindly help.

devyanshu_gupta
Partner - Contributor III
Partner - Contributor III

Check now

divyanshi
Contributor III
Contributor III
Author

Thanks Christophe...

But you are using

Sum(Profit)/(Sum(Profit)+Sum(Cost))


while I am calculating sum(Profit) on sum(Profit) categorization.

divyanshi
Contributor III
Contributor III
Author

Thanks Devyanshu ...

But I have to use that Profit category thing in filter only.