topic Set Customer Status in QlikView

Set Customer Status

Wed, 25 Nov 2020 16:16:04 GMT

In Qlikview 8, Based on a Customer List and number of products purchased by them month on month, I need to categorize the customers into the following categories.

Active – Customers who have been purchasing products month on month basis CONTINUOUSLY

Inactive – customers who are purchasing products but NOT CONSISTENT. This customer should not have activities at least in the last 30 days.

Returning – Customer Purchased a product initially and thereafter no activity

New – No Purchase by the customer yet. Customer just created or yet to start any transaction.

Dimensions used:

CustomerName

Year

Month

Expression:

Sum(Quantity)

Note: I am using QV8 and set analysis wont work. The above categories should be set based on year and month selection.

Sample Output:

Yr -->	2016
Mnth -->	1	2	3	4	5
Customer Name	Status
ABC Technologies	45	60	20	35	81	Active
BDB Technologies	50	23	50	-	-	Inactive
BDB Technologies	50	-	50	-	20	Inactive
DHA Technologies	86	-	-	-	-	Returning
EAB Technologies	-	-	-	-	-	New

Re: Set Customer Status

miguelbraga — Mon, 12 Sep 2016 15:19:39 GMT

Hey there,

Can you share a sample of your QVW? If not, can you share with us a sample of your data and the required result in a Excel file for example?

Regards,

Re: Set Customer Status

Thu, 15 Sep 2016 06:11:43 GMT

Hi Miguel Braga,

Thanks for your time... Please find the QVW attached.

Note:

I am trying to achieve this in qv8 version and on a pivot table..
Its okay of you can provide me set analysis expression...
I need a status Column that gives me the following status's
- Active – Customers who have been purchasing products month on month basis CONTINUOUSLY
- Inactive – customers who have not been purchasing products at all for the selected month.
- Returning – Customer Purchased a product initially(within the selected months) and thereafter no activity

Re: Set Customer Status

Mon, 19 Sep 2016 06:47:27 GMT

Anything on this my dear Friends?

Any response or help however small will be much appreciated.