Expression which includes in few Dimensions. Pipeline purposes

oleg_datsenko — Fri, 10 Apr 2015 08:07:56 GMT

Hi to all!

I created a pipeline which show me opportunities transmitting from one stage to the next:

1) First bar show an amount of all Open opportunities at the moment(field Sale stage = Prospecting OR Qualificatioin OR SolutionDesign OR DecisionPending). Expression:

sum({$<[Sale stage]={'Prospecting','Qualification','Solution Design/Proposal','Decision Pending'}>}Revenue)

2) Second bar show an amount of opportunities which Sale stage = Qualificatioin OR SolutionDesign OR DecisionPending). Hint: I have exclude Prospecting from this set. Expression:

sum({$<[Sale stage]={'Qualification','Solution Design/Proposal','Decision Pending'}>}Revenue)

3) Third bar show an amount of opportunities which Sale stage = SolutionDesign OR DecisionPending. Prospecting and Qualification excluded. Expression:

sum({$<[Sale stage]={'Solution Design/Proposal','Decision Pending'}>}Revenue)

4) Fourth bar show an amount of opportunities which Sale stage only DecisionPending. Expression:

sum({$<[Sale stage]={'Decision Pending'}>}Revenue)

The issue is I can not click on each bar to subset a list of opportunities which has fallen into respective bar, because... I done these four bars with Expressions, instead of Dimensions.

Can anybody suggest me the way to create these bars clickable?

Source example:

Sale stage, Revenue

Prospective, 100000 // should be displayed in first bar, NOT in second, third or forth

Qualification, 200000 // should be displayed in first AND second bar, NOT in third or forth

Solution Design/Proposal, 80000 // should be displayed in first AND second AND third bar, NOT in forth

Decision Pending, 50000 // should be displayed in ALL bars

One more tip: the chronology of sales stages is 'Prospecting->Qualification->Solution Design/Proposal->Decision Pending'. It means that: revenue of opportunities with Sale stage 'Decision Pending' should be in every previous bar(Prospecting->Qualification->Solution Design/Proposal); revenue of opportunities with Sale stage 'Solution Design/Proposal' should be in every previous bar(Prospecting->Qualification)... and so on.

Hope I describe my issue exhaustively.

Oleg.

Re: Expression which includes in few Dimensions. Pipeline purposes

marcus_sommer — Sun, 12 Apr 2015 16:04:58 GMT

You could try it with a calculated dimension with valuelist:

valuelist('Prospecting','Qualification','Solution Design/Proposal','Decision Pending')

and then your expression:

if(valuelist('Prospecting','Qualification','Solution Design/Proposal','Decision Pending') = 'Prospecting',

sum({$<[Sale stage]={'Prospecting','Qualification','Solution Design/Proposal','Decision Pending'}>}Revenue),

if(valuelist('Prospecting','Qualification','Solution Design/Proposal','Decision Pending') = 'Qualification',

sum({$<[Sale stage]={'Qualification','Solution Design/Proposal','Decision Pending'}>}Revenue),

...

- Marcus

Re: Expression which includes in few Dimensions. Pipeline purposes

oleg_datsenko — Wed, 15 Apr 2015 13:16:14 GMT

Hi Marcus,

Thanks for reply!

Interesting idea, but it doesn't finaly fix my issue. As previously, bars aren't clickable...

Oleg

topic Expression which includes in few Dimensions. Pipeline purposes in QlikView

Expression which includes in few Dimensions. Pipeline purposes

Re: Expression which includes in few Dimensions. Pipeline purposes

Re: Expression which includes in few Dimensions. Pipeline purposes