topic Re: KPI AGGR or Set Analysis in App Development

KPI AGGR or Set Analysis

rx98u5pq — Mon, 23 Jun 2025 11:26:16 GMT

i have users with different classifications: A.B,C - they can only 1 classification for a given date...but it can change over time.

I want a KPI which counts all users who have a classification of C as their latest classification. The latest classification is by date...so if a date is selected the users classification may change

e.g. user: John
he was Type A from 2000-2020
he was Type C from 2021 - onwards.

User: Jack

he was Type C from 2000-2015
he was Type A from 2016 onwards

If 2025 was selected John would be Type C and Jack would be type A
If 2010 was selected John would be Type A and Jack would be type C

If no date was selected, John would be Type C and Jack would be Type A

In a KPI I am not sure how to do this as I don't think we can use set analysis...would it be some form of AGGR using max date per user?

Thanks

Re: KPI AGGR or Set Analysis

rx98u5pq — Mon, 23 Jun 2025 13:23:31 GMT

update on what I am trying to do - this is my KPI:

Count( DISTINCT Aggr( If( FirstSortedValue(CLASSIFICATION, -VALID_TO) = CLASSIFICATION, USER_ID, [Type ID] ), USER_ID ) )

The KPI tried to latest classification per type id for each user and count them.

this is my attempt before adding in the filters to type C. The problem here is that this somehow filters out user ids that have classifications and I am not sure why.

Re: KPI AGGR or Set Analysis

FedericoDellAcqua — Mon, 23 Jun 2025 14:18:39 GMT

since your report includes historical values i would suggest you to force the selections inside the page with the total KPI and don't make it visible without them.

Another solution could be include a variable in set analysis and then put a variable setting object beside the KPI.

Please feel free to leave a like if this comment helps you out!

Federico