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How to Find Clients who Bought During the Previous Year but didn't During the Current Year

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Bjorn_Wedbratt
Former Employee
Former Employee

How to Find Clients who Bought During the Previous Year but didn't During the Current Year

Last Update:

Nov 13, 2015 4:08:26 AM

Updated By:

Bjorn_Wedbratt

Created date:

Nov 13, 2015 4:08:26 AM

This tutorial illustrates how to find customers who bought during the previous year but didn't during the current year.

Attention: this report is based on a specific QlikView chart. If you change the chart the report cloud not work any more.

    
    
        
          

Create a New Customer Table Chart

                    
            Create-a-New-Customer-Table-Chart.png                    
          
  1. Right-click in the QlikView Sheet
  2. Select New Sheet Object
  3. Select Chart
        
        
        
          

Select the Chart Type

                    
            Select-the-Chart-Type.png                    
          
  1. Enter Customers who didn't Buy as Window Title
  2. Click on the Straight Table icon
  3. Click on Next in the bottom-right side of the windows
        
        
        
          

Add the Customer Field

                    
            Add-the-Customer-Field.png                    
          
  1. Select Customer from the list
  2. Click on Add
  3. Click on Next
        
        
        
          

Set the Expression

                    
            Set-the-Expression.png                    
          

Enter the expression int the code field

if(    sum( {$<Year = {$(vCurrentYear)}>} Sales )=0 and    sum( {$<Year = {$(vLastYear)}>} Sales )>0,    'Check'    ) 

Click OK

        
        
        
          

Set the Field Name

                    
            Set-the-Field-Name.png                    
          
  1. Enter Status as Label
  2. Select No Totals in the Total Mode box
  3. Click on Next
        
        
        
          

Save the QlikView Document

                    
            Save-the-QlikView-Document.png                    
          

Click on the Save icon

        
        
        
          

Start New Excel Report Template

                    
            Start-New-Excel-Report-Template.png                    
          

After adding CH340 - Customers who didn't Buy:

  1. Drag the field nodes to be used into the template.
        
        
        
          

Result

                    
            Result.png                    
          

In the result you can see all the customers that did buy during the previous year bud didn't during the current year

        
        
    
  
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Last update:
‎2015-11-13 04:08 AM
Updated by: