topic Monthly Wins &amp; Losses - set analysis in App Development https://community.qlik.com/t5/App-Development/Monthly-Wins-amp-Losses-set-analysis/m-p/2438113#M97101 <P><SPAN>Given the following dataset: <BR /><BR /></SPAN></P> <TABLE width="371"> <TBODY> <TR> <TD width="93">Reporting Date</TD> <TD width="54">Channel</TD> <TD width="78">Client Name</TD> <TD width="64">Service</TD> <TD width="82">Sale Amount</TD> </TR> <TR> <TD>01/01/2020</TD> <TD>AAA</TD> <TD>C1</TD> <TD>LAD</TD> <TD>16</TD> </TR> <TR> <TD>01/01/2020</TD> <TD>AAA</TD> <TD>C2</TD> <TD>LAD</TD> <TD>11</TD> </TR> <TR> <TD>01/01/2020</TD> <TD>BBB</TD> <TD>C1</TD> <TD>LAD</TD> <TD>6</TD> </TR> <TR> <TD>01/01/2020</TD> <TD>BBB</TD> <TD>C2</TD> <TD>LAD</TD> <TD>1</TD> </TR> <TR> <TD>01/01/2020</TD> <TD>BBB</TD> <TD>C5</TD> <TD>LAD</TD> <TD>2</TD> </TR> <TR> <TD>02/01/2020</TD> <TD>AAA</TD> <TD>C1</TD> <TD>LAD</TD> <TD>8</TD> </TR> <TR> <TD>02/01/2020</TD> <TD>AAA</TD> <TD>C3</TD> <TD>LAD</TD> <TD>1</TD> </TR> <TR> <TD>02/01/2020</TD> <TD>AAA</TD> <TD>C5</TD> <TD>MEDICAL</TD> <TD>8</TD> </TR> <TR> <TD>02/01/2020</TD> <TD>AAA</TD> <TD>C4</TD> <TD>LAD</TD> <TD>7</TD> </TR> <TR> <TD>02/01/2020</TD> <TD>BBB</TD> <TD>C1</TD> <TD>MEDICAL</TD> <TD>18</TD> </TR> <TR> <TD>02/01/2020</TD> <TD>BBB</TD> <TD>C2</TD> <TD>LAD</TD> <TD>8</TD> </TR> <TR> <TD>02/01/2020</TD> <TD>BBB</TD> <TD>C3</TD> <TD>LAD</TD> <TD>10</TD> </TR> <TR> <TD>02/01/2020</TD> <TD>BBB</TD> <TD>C4</TD> <TD>LAD</TD> <TD>17</TD> </TR> <TR> <TD>03/01/2020</TD> <TD>AAA</TD> <TD>C1</TD> <TD>LAD</TD> <TD>12</TD> </TR> <TR> <TD>03/01/2020</TD> <TD>AAA</TD> <TD>C3</TD> <TD>LAD</TD> <TD>5</TD> </TR> <TR> <TD>03/01/2020</TD> <TD>AAA</TD> <TD>C5</TD> <TD>LAD</TD> <TD>10</TD> </TR> <TR> <TD>03/01/2020</TD> <TD>BBB</TD> <TD>C1</TD> <TD>MEDICAL</TD> <TD>2</TD> </TR> <TR> <TD>03/01/2020</TD> <TD>BBB</TD> <TD>C3</TD> <TD>LAD</TD> <TD>15</TD> </TR> </TBODY> </TABLE> <P>&nbsp;</P> <P><SPAN><BR />I need to calculate the New Clients (wins) and Lost Clients (losses) who contracted the service in comparission with previous month<BR /><BR /></SPAN></P> <P><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="DiegoToll_0-1712264183419.png" style="width: 999px;"><img src="https://community.qlik.com/t5/image/serverpage/image-id/163501i59738CAC3BE43BAA/image-size/large?v=v2&amp;px=999" role="button" title="DiegoToll_0-1712264183419.png" alt="DiegoToll_0-1712264183419.png" /></span></P> <P>i.e.</P> <P><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="DiegoToll_1-1712264776994.png" style="width: 999px;"><img src="https://community.qlik.com/t5/image/serverpage/image-id/163502i9548F99944779AD7/image-size/large?v=v2&amp;px=999" role="button" title="DiegoToll_1-1712264776994.png" alt="DiegoToll_1-1712264776994.png" /></span></P> <P>My Expression works for fixed months:</P> <P><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="DiegoToll_2-1712264961147.png" style="width: 400px;"><img src="https://community.qlik.com/t5/image/serverpage/image-id/163503iD52CAA73D5DA8EC2/image-size/medium?v=v2&amp;px=400" role="button" title="DiegoToll_2-1712264961147.png" alt="DiegoToll_2-1712264961147.png" /></span></P> <P>&nbsp;</P> <P>But fails when I try to make it dynamic.</P> <P><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="DiegoToll_3-1712265347895.png" style="width: 999px;"><img src="https://community.qlik.com/t5/image/serverpage/image-id/163504iD21D2E312576AEDF/image-size/large?v=v2&amp;px=999" role="button" title="DiegoToll_3-1712265347895.png" alt="DiegoToll_3-1712265347895.png" /></span></P> <P>I will appreciate any guidance.</P> <P><BR /><BR /></P> <P><BR /><BR /></P> <P><SPAN>&nbsp;</SPAN></P> Thu, 04 Apr 2024 21:19:13 GMT DiegoToll 2024-04-04T21:19:13Z Monthly Wins & Losses - set analysis https://community.qlik.com/t5/App-Development/Monthly-Wins-amp-Losses-set-analysis/m-p/2438113#M97101 <P><SPAN>Given the following dataset: <BR /><BR /></SPAN></P> <TABLE width="371"> <TBODY> <TR> <TD width="93">Reporting Date</TD> <TD width="54">Channel</TD> <TD width="78">Client Name</TD> <TD width="64">Service</TD> <TD width="82">Sale Amount</TD> </TR> <TR> <TD>01/01/2020</TD> <TD>AAA</TD> <TD>C1</TD> <TD>LAD</TD> <TD>16</TD> </TR> <TR> <TD>01/01/2020</TD> <TD>AAA</TD> <TD>C2</TD> <TD>LAD</TD> <TD>11</TD> </TR> <TR> <TD>01/01/2020</TD> <TD>BBB</TD> <TD>C1</TD> <TD>LAD</TD> <TD>6</TD> </TR> <TR> <TD>01/01/2020</TD> <TD>BBB</TD> <TD>C2</TD> <TD>LAD</TD> <TD>1</TD> </TR> <TR> <TD>01/01/2020</TD> <TD>BBB</TD> <TD>C5</TD> <TD>LAD</TD> <TD>2</TD> </TR> <TR> <TD>02/01/2020</TD> <TD>AAA</TD> <TD>C1</TD> <TD>LAD</TD> <TD>8</TD> </TR> <TR> <TD>02/01/2020</TD> <TD>AAA</TD> <TD>C3</TD> <TD>LAD</TD> <TD>1</TD> </TR> <TR> <TD>02/01/2020</TD> <TD>AAA</TD> <TD>C5</TD> <TD>MEDICAL</TD> <TD>8</TD> </TR> <TR> <TD>02/01/2020</TD> <TD>AAA</TD> <TD>C4</TD> <TD>LAD</TD> <TD>7</TD> </TR> <TR> <TD>02/01/2020</TD> <TD>BBB</TD> <TD>C1</TD> <TD>MEDICAL</TD> <TD>18</TD> </TR> <TR> <TD>02/01/2020</TD> <TD>BBB</TD> <TD>C2</TD> <TD>LAD</TD> <TD>8</TD> </TR> <TR> <TD>02/01/2020</TD> <TD>BBB</TD> <TD>C3</TD> <TD>LAD</TD> <TD>10</TD> </TR> <TR> <TD>02/01/2020</TD> <TD>BBB</TD> <TD>C4</TD> <TD>LAD</TD> <TD>17</TD> </TR> <TR> <TD>03/01/2020</TD> <TD>AAA</TD> <TD>C1</TD> <TD>LAD</TD> <TD>12</TD> </TR> <TR> <TD>03/01/2020</TD> <TD>AAA</TD> <TD>C3</TD> <TD>LAD</TD> <TD>5</TD> </TR> <TR> <TD>03/01/2020</TD> <TD>AAA</TD> <TD>C5</TD> <TD>LAD</TD> <TD>10</TD> </TR> <TR> <TD>03/01/2020</TD> <TD>BBB</TD> <TD>C1</TD> <TD>MEDICAL</TD> <TD>2</TD> </TR> <TR> <TD>03/01/2020</TD> <TD>BBB</TD> <TD>C3</TD> <TD>LAD</TD> <TD>15</TD> </TR> </TBODY> </TABLE> <P>&nbsp;</P> <P><SPAN><BR />I need to calculate the New Clients (wins) and Lost Clients (losses) who contracted the service in comparission with previous month<BR /><BR /></SPAN></P> <P><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="DiegoToll_0-1712264183419.png" style="width: 999px;"><img src="https://community.qlik.com/t5/image/serverpage/image-id/163501i59738CAC3BE43BAA/image-size/large?v=v2&amp;px=999" role="button" title="DiegoToll_0-1712264183419.png" alt="DiegoToll_0-1712264183419.png" /></span></P> <P>i.e.</P> <P><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="DiegoToll_1-1712264776994.png" style="width: 999px;"><img src="https://community.qlik.com/t5/image/serverpage/image-id/163502i9548F99944779AD7/image-size/large?v=v2&amp;px=999" role="button" title="DiegoToll_1-1712264776994.png" alt="DiegoToll_1-1712264776994.png" /></span></P> <P>My Expression works for fixed months:</P> <P><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="DiegoToll_2-1712264961147.png" style="width: 400px;"><img src="https://community.qlik.com/t5/image/serverpage/image-id/163503iD52CAA73D5DA8EC2/image-size/medium?v=v2&amp;px=400" role="button" title="DiegoToll_2-1712264961147.png" alt="DiegoToll_2-1712264961147.png" /></span></P> <P>&nbsp;</P> <P>But fails when I try to make it dynamic.</P> <P><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="DiegoToll_3-1712265347895.png" style="width: 999px;"><img src="https://community.qlik.com/t5/image/serverpage/image-id/163504iD21D2E312576AEDF/image-size/large?v=v2&amp;px=999" role="button" title="DiegoToll_3-1712265347895.png" alt="DiegoToll_3-1712265347895.png" /></span></P> <P>I will appreciate any guidance.</P> <P><BR /><BR /></P> <P><BR /><BR /></P> <P><SPAN>&nbsp;</SPAN></P> Thu, 04 Apr 2024 21:19:13 GMT https://community.qlik.com/t5/App-Development/Monthly-Wins-amp-Losses-set-analysis/m-p/2438113#M97101 DiegoToll 2024-04-04T21:19:13Z Re: Monthly Wins & Losses - set analysis https://community.qlik.com/t5/App-Development/Monthly-Wins-amp-Losses-set-analysis/m-p/2438368#M97111 <P><a href="https://community.qlik.com/t5/user/viewprofilepage/user-id/22224">@DiegoToll</a>&nbsp;</P> <P>Based on your print data, given that MonthName's current period is March 2020, you can use max(MonthName).<BR /><BR />Look this:<BR /><BR /></P> <PRE id="tw-target-text" class="tw-data-text tw-text-large tw-ta" dir="ltr" data-placeholder="Tradução" aria-label="Texto traduzido" data-ved="2ahUKEwifl4KPjKuFAxUoqJUCHYhiA-AQ3ewLegQIBRAU"><SPAN class="Y2IQFc">$(=Date#(MonthName(AddMonths(max(FieldMonthName),0)),'MMMM')) – Current $(=Data#(MonthName(AddMonths(max(FieldMonthName),-1)),'MMMM')) - Previous</SPAN></PRE> <P>Regarts, Matheus</P> Fri, 05 Apr 2024 13:05:26 GMT https://community.qlik.com/t5/App-Development/Monthly-Wins-amp-Losses-set-analysis/m-p/2438368#M97111 MatheusC 2024-04-05T13:05:26Z