topic Re: Creating Tenure Filter by Sales Rep in App Development

Creating Tenure Filter by Sales Rep

RenewalBIUser — Thu, 10 Mar 2016 15:06:12 GMT

Hello, I would like to create field in the script that shows how long the Sales Rep has been active. I'd like to be able to pull it in as a filter called Tenure that has options in increments of half years 0.5, 1, 1.5 etc. Allowing an individual to select sales reps that have been active for a certain amount of time easily.

Is there a way to calculate a number for each sales rep that takes todays date less the date of their first appointment and round it to the half year?

My script has the following data in it that I believe would be necessary.

Appointments:

LOAD DISTINCT

AppointmentId,

AppointmentDate,

SalesRepName,

Thanks!

Kyle

Re: Creating Tenure Filter by Sales Rep

Thu, 10 Mar 2016 16:58:04 GMT

TODAY() - AppointmentDate will give you the number of days

then the CLASS() function can be used to group them

Buckets

Re: Creating Tenure Filter by Sales Rep

RenewalBIUser — Tue, 15 Mar 2016 13:31:09 GMT

Thanks for the response Andrew but I need it to be the minimum AppointmentDate specific to a SalesRepName. Any suggestions?

Re: Creating Tenure Filter by Sales Rep

Tue, 15 Mar 2016 13:58:35 GMT

[SalesRepDates]:

LOAD

SalesRepName,

FirstAppointmentDate,

CLASS(FLOOR(TODAY() - FirstAppointmentDate)/365,0.5) AS DaysSinceFirstAppointmentGroups;

LOAD

SalesRepName,

MIN(AppointmentDate) AS FirstAppointmentDate

FROM <YourDataSource>

GROUP BY

SalesRepName;

Afraid it assumes a 365 day year in every case.

FLOOR will remove the time fraction from your date - just in case its in there

CLASS groups the result into 0.5 increments.

Re: Creating Tenure Filter by Sales Rep

RenewalBIUser — Tue, 15 Mar 2016 15:02:11 GMT

Thanks Andrew! I am still missing something I am assuming is really easy. I keep getting an invalid path error when I put this in. Any idea what could cause that? I have that EnabledDB_Reporting source in multiple locations in my script already.

[SalesRepDates]:

LOAD

SalesRepName,

FirstAppointmentDate,

CLASS(FLOOR(TODAY() - FirstAppointmentDate)/365,0.5) AS DaysSinceFirstAppointmentGroups;

LOAD

SalesRepName,

MIN(AppointmentDate) AS FirstAppointmentDate

FROM "EnabledDB_Reporting".Reporting.Appointments

GROUP BY

SalesRepName;