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I'm new to QlikSense and struggling with a issue related to distinct records and/or FirstSortedValue. Unfortunately, other posted solutions have not resolved my problem.
I have a data set with customer interaction data, which includes multiple records for customers. This information is organized with a PivotTable by interaction month, customer type, customer location and other related dimensions.
I would like the ability to show only a unique customer record for the month of the first interaction. Ideally, I could apply this logic to both my PivotTable and other visualizations on the page.
Although I tried applying the 'FirstSortedValue' formula in my PivotTable, it returned the date, customer# or number of the first interaction as the 'value'. Given that I'm organizing by date, I want to return a single count for a given customer, for month of the first interaction (not the date as the value). This will allow me to display how many first customer interactions occurred in each month.
If QlikSense doesn't allow this with the 'Measure' expression within a PivotTable, is there a way to apply as a filter for the entire page, enabling me to only show the first interaction for all tables/visualizations?
I would appreciate any help that you can provide. Thank you
Would you be able to share a sample where we can see your issue?
No problem; thanks for your willingness to help.
As requested, I included a few examples in the table below and, in some instances, there are multiple records per customer. I would like to focus on the "first " interaction and to have the ability to filter-out (exclude) the subsequent records , enabling me to better assess (and analyze) the duration.
Let me know if you have any other questions. I appreciate any support and insight that you can provide.
Customer# | Initial Customer Outreach Date/Time | Customer Interaction Date/Time | Duration |
47859971 | 3/11/2019 6:54:25 PM | 3/13/2019 10:11:09 AM | 1.6366 |
47859970 | 3/11/2019 6:53:55 PM | 3/12/2019 7:50:15 AM | 0.5391 |
47859970 | 3/11/2019 6:53:55 PM | 3/14/2019 6:50:15 PM | 2.9975 |
47859970 | 3/11/2019 6:53:55 PM | 3/15/2019 11:44:15 AM | 3.7016 |
47859969 | 3/11/2019 6:53:40 PM | 3/12/2019 9:50:17 AM | 0.6227 |
47859968 | 3/11/2019 6:53:05 PM | 3/12/2019 2:33:15 PM | 0.8196 |
47859968 | 3/11/2019 6:52:55 PM | 3/16/2019 2:20:10 PM | 4.8106 |
47859967 | 3/11/2019 6:52:55 PM | 3/13/2019 1:50:08 PM | 1.7897 |
47859966 | 3/11/2019 6:52:20 PM | 3/14/2019 12:30:18 PM | 2.7347 |
47859965 | 3/11/2019 6:51:35 PM | 3/13/2019 11:10:15 AM | 1.6796 |
47859965 | 3/11/2019 6:50:55 PM | 3/19/2019 9:23:17 AM | 7.6058 |
47859964 | 3/11/2019 6:50:55 PM | 3/14/2019 9:55:34 AM | 2.6282 |
47859964 | 3/11/2019 6:50:55 PM | 3/19/2019 11:03:40 AM | 7.6755 |
47859963 | 3/11/2019 6:50:25 PM | 3/12/2019 8:10:47 AM | 0.5558 |
47859962 | 3/11/2019 6:49:25 PM | 3/12/2019 10:21:52 PM | 1.1475 |
47859961 | 3/11/2019 6:48:55 PM | 3/12/2019 2:50:22 AM | 0.3343 |
47859961 | 3/11/2019 6:47:45 PM | 3/13/2019 12:50:19 PM | 1.7518 |
47859960 | 3/11/2019 6:47:25 PM | 3/12/2019 8:22:33 AM | 0.5661 |
47859960 | 3/11/2019 6:47:25 PM | 3/13/2019 9:20:13 PM | 2.1061 |
47859960 | 3/11/2019 6:47:25 PM | 3/13/2019 1:55:18 PM | 1.7971 |
47859960 | 3/11/2019 6:47:25 PM | 3/15/2019 12:50:24 PM | 3.7521 |
47859960 | 3/11/2019 6:47:25 PM | 3/18/2019 11:05:17 AM | 6.6791 |
Thanks for the feedback and I have a quick question: would I use the 'previous' function (and flag) in the same 'LOAD' statement? or would I need a different LOAD statement?
Load with the necessary order and you should be able to use it in same load statement