topic Filters & Set Analysis in QlikView

Filters & Set Analysis

Mon, 03 May 2010 17:10:19 GMT

I'm attempting to create a set of dashboards for customer analysis. Basically, I'd like to analyze the customer state across many dimensions. For example, a new customer is someone that hasn't purchased a product in the past year. I want the 'New' customer state to work with filters. For example, the overall customer state may not be 'New', but the customer may be 'New' for a particular product line, geography, or other customer attribute (e.g., gold, silver, platinum level, etc). In set analysis, determining if a customer is 'New', would look something like this:

If(Sum({<Prior3QtrFlag={1}>} POSQty)<=0,
If(Sum({<Prior2QtrFlag={1}>} POSQty)<=0,
If(Sum({<Prior1QtrFlag={1}>} POSQty)<=0,
If(Sum({<CurrentQtrFlag={1}>} POSQty >0

)
)
)
)

Now, how can I 'filter' on New customers? Is there anyway to do this? For example, I would like to have a series of radio-button list objects that allow a user to select customer attributes (new, loyal, growing, etc.). These would be tied to filtered selections (e.g., geography, product hierarchy, etc). Can this be done?

To further complicate the matter, rather than just looking at the quarterly view, a user may opt to look at a monthly or weekly view. So, I don't think creating aggregated tables in the data load is going to work. But, I'm open to suggestions.

Are there any examples of something similar to this?

Filters & Set Analysis

Tue, 04 May 2010 00:01:18 GMT

Hi jstephens,

One option could be to use variables within your formula. Couple these with an Input Box object for the variable that has been customised with a drop down list and this should come close to doing what you want.

Note that I don't think you can use radio buttons with Input Boxes but I could be wrong..

Hope this helps.

Rod

Filters & Set Analysis

johnw — Tue, 04 May 2010 00:22:53 GMT

Perhaps something like this as the expression for a list box:

aggr(if(...,'New',if(...,'Loyal',...)),Company)

Then display selections as check boxes with "only one selected" to mimic a radio button. Frankly, I'd just leave it as a normal list box, though. I'd rather train my users to use QlikView's objects than change all of my QlikView listboxes to resemble radio buttons.