topic Categorise Clients based on Continuous Monthly Sales in QlikView

Categorise Clients based on Continuous Monthly Sales

itatspectrum — Thu, 10 Dec 2015 00:12:03 GMT

I'm trying to classify my customer sales.

I want to be able to add a category field to my clients.

A - Order value greater 0 in each of the last 3 months.

B - Order value greater 0 in each of the last 6 months.

C - Order value greater 0 in each of the last 9 months.

Not sure what function to use. I'd prefer to use an expression within my chart if possible rather than as part of my load script but I'm open to either.

Any suggestions?

Regards,

Steve

Re: Categorise Clients based on Continuous Monthly Sales

Gysbert_Wassenaar — Sat, 12 Dec 2015 18:09:29 GMT

Perhaps something like this:

If( Count({<Date={">=$(=MonthStart(Max(Date),-2))<=$(=Max(Date))"}, [Order value]={'>0'}>}Distinct Month)=3, A,

If( Count({<Date={">=$(=MonthStart(Max(Date),-5))<=$(=Max(Date))"}, [Order value]={'>0'}>}Distinct Month)=3, B,

If( Count({<Date={">=$(=MonthStart(Max(Date),-8))<=$(=Max(Date))"}, [Order value]={'>0'}>}Distinct Month)=3, C))

I don't know if you have a Date field in your data model. It would help. Month names don't subtract all that well.