topic Top 3 Clients Summary with Tiered Sorting in Straight or Pivot Table in App Development

Top 3 Clients Summary with Tiered Sorting in Straight or Pivot Table

erictanzh — Tue, 15 Feb 2022 09:59:34 GMT

Hi all,

I'm attempting to plot a table visualization to display the top clients based on their latest month of summed volumes across countries as first tier of sorting. The second layer of sorting will require the summation of the last 3 months worth of data by client.

A simple use case based on the mock data file of the intention is as of below.

PS - My data is meant to grow and will continue to expand, and the main idea is to let the visual auto derive the previous 3 months data.

Re: Top 3 Clients Summary with Tiered Sorting in Straight or Pivot Table

chris_djih — Tue, 15 Feb 2022 13:05:58 GMT

the answer in short is: use Rank and some Set-Expressions.
Depending on your experience level, i will try to elaborate on this more in detail when i find some time.
but may this hint already satisfies your needs.

Re: Top 3 Clients Summary with Tiered Sorting in Straight or Pivot Table

chris_djih — Tue, 15 Feb 2022 14:01:59 GMT

See attached file for the solution.
I have taken the liberty to create a few additional fields for more conveniance:

Re: Top 3 Clients Summary with Tiered Sorting in Straight or Pivot Table

erictanzh — Wed, 16 Feb 2022 16:29:49 GMT

Thanks Chris_djih - you are a rock star.

I had success with the first column total using 'Rank', it's the second tier totals which is giving me the problems. I'm still awaiting my IT admin to approve the QVF for viewing. I'll comment and share my observations once I get to view your solution.