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

[Bjorn_Wedbratt]

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

                    

                                

          

1. Right-click in the QlikView Sheet
2. Select New Sheet Object
3. Select Chart

        

                 

          

Select the Chart Type

                    

                                

          

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

                    

                                

          

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

        

                 

          

Set the Expression

                    

                                

          

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

                    

                                

          

1. Enter Status as Label
2. Select No Totals in the Total Mode box
3. Click on Next

        

                 

          

Save the QlikView Document

                    

                                

          

Click on the Save icon

        

                 

          

Start New Excel Report Template

                    

                                

          

After adding CH340 - Customers who didn't Buy:

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

        

                 

          

Result

                    

                                

          

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