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ramzi-manoubi
Partner - Creator
Partner - Creator

Set Analysis, non-visited customers (table)

I've been spending quiet some time now trying to figure this out. Any help is welcome and very much appreciated.

Context:

CRM, there are customers, there are visits.

I would like to have a list with all customers for which there are no visits registered.

I created a table with only measures as columns, except one.

For the dimension column I use following formula:

=If(   

    aggr(    

        count(                

                        Visit_Id

        ),

        Year,Cust_Id,...

    )     = 0,

   

    Cust_Id

)

In this column I show the Customer Id, but only when the count of visits = 0.

This seems to work in some cases, but is giving me a hard time when I filter.

Thank you for your time.

26 Replies
sunny_talwar
MVP
MVP

Would you be able to share your qvf to take a look at?

ramzi-manoubi
Partner - Creator
Partner - Creator
Author

I can't share the data loaded in the qvf. Do you want the qvf without data?

sunny_talwar
MVP
MVP

I was thinking to test out, but without data, not sure how would I be able to test out

ramzi-manoubi
Partner - Creator
Partner - Creator
Author

I understand, but I don't own the data.

I'll look first myself some more and otherwise I'll prepare dummy data.

Thank you for your involvement so far. You're an angel.

ramzi-manoubi
Partner - Creator
Partner - Creator
Author

With this formula, why do filters still have effect?

Derived Dimension:

=aggr(

    only({1-1<Visit_Id={"*"}>}

        Cust_Id

    ),

Cust_Id)

sunny_talwar
MVP
MVP

Because this is a dimension.... if you want to ignore selections, add this same set analysis in your expression.....

ramzi-manoubi
Partner - Creator
Partner - Creator
Author

Using it in the expression also doesn't work.

I'll make an effort to illustrate the dillema with dummy data, tomorrow.

Visits have a date and a customer associated to them.

Customers without a visit have not a date associated to them.

By filtering on year, only customers with visits remain.

I want to have a list with the customers who were not visited in 2016.

karthiksrqv
Partner - Creator II
Partner - Creator II

Hi,

Do you think this will work?

=if(aggr(if(isnull(max(VisitDate)),True(),False()),CustomerID),CustomerID)

along with a

=sum({1} <metric field>)

ramzi-manoubi
Partner - Creator
Partner - Creator
Author

Thank you for you comment. Would normally work, but there's a problem with filtering on date.

I'm testing something that's kinda working right now. When I'm done, I'll share the idea behind it.

karthiksrqv
Partner - Creator II
Partner - Creator II

Sure.

I believe it should be a combination of tweaking BOTH the dimension and the metric involved.