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Hi,
I have a data like below:
Policy Number | Transaction Number | Agent ID | |
---|---|---|---|
1 | 1 | 777 | |
1 | 2 |
| |
2 | 3 | 888 | |
3 | 4 |
| |
4 | 5 | 888 | |
4 | 6 | 888 | |
5 | 7 | 777 | |
5 | 8 |
| |
6 | 9 | 999 | |
7 | 10 | 777 | |
7 | 11 |
| |
8 | 12 | 888 | |
8 | 888 | ||
9 | 777 | ||
9 | 777 | ||
10 | 1111 |
I want to have a chart to show 'Number of policies per Agent' with drill down.
I want a drill down to show as below:
Level 1: Show "share of wallet" from Agents by showing how many policies they have sold. Vertical bar chart showing ranges of agents that have sold: 0-2,2-4,4-6,6-10,10+
Level 2: When you click in one of the bars, than get the individual agents sorted. For example, if we click on 10+, we get a bar chart with agent ID and policy count from largest to smaller
So result should be as below:
Level 1: Dimensions as 0-2,3-4,5-6,7-10,10+ and measures as policy count. So 0-2 bar shows count as 2, 3-4 bar shows count as 1, 5-6 bar shows 1
Level 2: when we click on 5-6 , it will show agent ID '777' only with count as 5 as agent ID 777 has got 5 policies. If we click on 0-2 bar it shows 2 agents 999 and 1111 with policy count 1.
Please tell me how we can implement this in Qlik sense desktop.
Hi Akshada ,
try creating Drill down Dimension.
I had a Situation like this before in some other scenario
there we drilled down as
Region
AgentID
Policynumber ......
in your case i didnt understand 1st level
if it is anything liike share/range dimension
or else you can create a range dimension by giving range values i guess.
transaction Number( use appropriate dimension)
AgentID
Policynumber
hope this might help you in some way .
Thanks
PM
Hi Praveen,
Thanks for your comments.
I have created drill down dimensions and used them in charts many times but this time the problem is with data. Data is not so simple to get the desired output.
About the range, we can give range to columns like age or anything which we take from only one column but in this case we want to bucket it or give range based on 2 columns. This is my understanding for the given requirement.
Regards,
Akshada