How to use a boolean set analysis

Mon, 03 Apr 2017 09:41:27 GMT

Hi All,

I have a table with several quotations made along these years. Each quotation can have zero, one or more revisions.

I need to sum the quotation value by month.

The analysis is based on some criteria:

The key element is the month when the quotation has been sent (field=offer sent by data) (Offer can be prepared in February and then sent in March, so the total has to be summed in March report)
Only the last revision (off_rev) has to be used for the total amount. (If off_rev = 0 it is the quotation itself otherwise I take the last valid revision and previous ones are excluded). In case a same quotation starts and is modified within the same month, then this last revision is taken on the total.
In case a same quotation starts in a previous month (for instance January) and it has been sent still in a previous month (February) and then this current month (March) it is revised again then I need to exclude it to avoid repetitive sum of same quotation. (As it has been already included in the total of February.

This last point is hard to solve as I can trace the last valid version of quotation (there a field named REV which shows "NO" if it is the last revision) but I do not know how to exclude this same quotation in the next month in case it should be revised and send again.

Can someone help me with this?

I was thinking to the set analysis but I do not know how to set properly the formula.

Massimo

Re: How to use a boolean set analysis

ajsjoshua — Mon, 03 Apr 2017 09:51:02 GMT

Hi,

Please come up with same Excel sample.

Regards,

Joshua.

Re: How to use a boolean set analysis

Mon, 03 Apr 2017 11:34:58 GMT

Hi Joshua,

this is an example created on Excel just to better explain my needs.

Actual spreadsheet is very longer than this so I cannot analyse "by hand"

Massimo

topic How to use a boolean set analysis in QlikView

How to use a boolean set analysis

Re: How to use a boolean set analysis

Re: How to use a boolean set analysis