topic Re: Showing upcoming Birthdays in QlikView

Showing upcoming Birthdays

Tue, 18 Mar 2014 06:46:49 GMT

Dear friends,

Was looking at creating a tool to show upcoming birthdays for Customer Relationship Management. My intention is to show the upcoming birthdays for say a 2 week period both the age of the person.

Any ideas on how to look at this?

I can tabulate the age of the person by

=year(today())-year(birthday)

I can't seem to find a way to isolate upcoming birthdays though.

Any ideas?

Thanks again, and any help will be appreciated!

Re: Showing upcoming Birthdays

SunilChauhan — Tue, 18 Mar 2014 06:49:08 GMT

Date(today(),'DD-MM-YYYY') -Date(birthday,'DD-MM-YYYY')

Try this

Re: Showing upcoming Birthdays

PrashantSangle — Tue, 18 Mar 2014 06:53:01 GMT

Hi,

You can use Age()

Age(today(),date_of_birth)

regards,

Re: Showing upcoming Birthdays

Tue, 18 Mar 2014 06:54:55 GMT

Thanks for the quick reply.

Should I create a text object and paste this inside? Or should I do a Table Box and List Box?

My current selection will be for 1 Relationship Manager who will have X amount of customers tagged to him. So the objective is to show the RM, which customers of his will have upcoming birthdays.

Re: Showing upcoming Birthdays

Tue, 18 Mar 2014 06:56:34 GMT

Thanks Max, I find your formula helpful. Any inputs on showcasing upcoming birthdays?

Re: Showing upcoming Birthdays

Tue, 18 Mar 2014 06:58:25 GMT

Straight Table with the RM & Customer as Dimension

Re: Showing upcoming Birthdays

SunilChauhan — Tue, 18 Mar 2014 07:07:04 GMT

Customer as Dimesnion and

in Expression

If(Date(Today(),'DD-MM-YYYY')-Date(birtday,'DD-MM-YYYY')<0,'Upcoming birthdays')

In expression above write Date(birthday) in place of 'Upcoming birthdays'

hope this helps

Re: Showing upcoming Birthdays

manojkulkarni — Tue, 18 Mar 2014 07:19:24 GMT

you can create some banner to show the birthday reminder / greeting and used the expression in show condition to make it visible only when birthday.

Re: Showing upcoming Birthdays

Tue, 18 Mar 2014 12:22:57 GMT

Great idea! I cant seem to visualize what you're saying though. Could you elaborate more?

Re: Showing upcoming Birthdays

Wed, 19 Mar 2014 02:34:05 GMT

Doesn't really work? A value(which I converted to date format) shows up, but nothing much beyond that. All the birthdays are listed, instead of upcoming ones.

Re: Showing upcoming Birthdays

Wed, 19 Mar 2014 02:34:55 GMT

Thanks Manoj, that was the intention. But I was hoping to highlight upcoming birthdays 2 weeks in advance instead of highlighting it on the day itself.

Re: Re: Showing upcoming Birthdays

SunilChauhan — Wed, 19 Mar 2014 04:11:04 GMT

see the attached file

hope this helps

Re: Re: Showing upcoming Birthdays

Wed, 19 Mar 2014 05:02:05 GMT

love your tool and the highlights!

The birthdates that you keyed in are all 2014, how do I make it work with birthdates that have years like 1970, 1992 etc?

Thanks so much!

Re: Showing upcoming Birthdays

SunilChauhan — Wed, 19 Mar 2014 05:16:42 GMT

That is the sample date provided in birthday field

you can add your date .it will work for you as well.

it will take 1970 as Not highlighted , as they are passed.

so this example will highlight the dates which are due in 2 week or 14 Days.

Remainig dates are not highlighted as they are

1) either passed

2) or more than 14 days

hope this make sense

Re: Re: Re: Showing upcoming Birthdays

CELAMBARASAN — Wed, 19 Mar 2014 05:52:44 GMT

Attached might helps

Re: Showing upcoming Birthdays

Wed, 19 Mar 2014 07:22:20 GMT

Hi,

Try like this

1. Provide 1 input box with a variable (Ex: vWeekInput) to enter number of weeks.

2. Use this expression in a chart against a dimension (Ex:Customer)

IF(Date(Date(Today())+vWeekInput*7,'DD/MM/YYYY')- Date(Today(),'DD/MM/YYYY')>=vWeekInput*7,Date(Date(Today())+vWeekInput*7,'DD/MM/YYYY'))

Note:

Date(Date(Today())+vWeekInput*7,'DD/MM/YYYY') ---> This is your existing Birthday field like,

Date(Birthday,'DD/MM/YYYY')

Regards

Kumar