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Identifying inactive Customers

Hi Guys. . !!

i am new to Qlikview. . and especially to Set Analysis. .

Can someone pls help me solve a problem of mine. .

I have a list of customers across different countries who have made business with our company in different months.

I need a expression which can give me the list of customers who are/were inactive in a particular month.

Definition of inactive: Customers who have transacted for the first time in the selected month or who have transacted after 8 consecutive months.

So the inactive-ness depends on the month which is selected.

Looking for some solutions. .

Thanks. . !!

4 Replies
ali_hijazi
Partner - Master II
Partner - Master II

Provide sample data or qvw document and I will give it a solution

I can walk on water when it freezes
Not applicable
Author

Small Correction:

The definition i had provided is for "New" Customers.

Definition for inactive customers : Customers who had transacted before 3 months but not in the selected month.

Customer IdMonthBookingsTAG
101Jan100
105Feb200
103March300
104April400
105May500
106May600
107June700
108July800
109August900
110Sept1000
101Oct1100NEW
102Oct1200NEW
111Dec1300

TAG column is what i want, Suppose my selection is October then according to the definitions emp id 101 and 102 are NEW since 102 is appearing for the first time and 101 is appearing after 8+ months, and emp id 103,104,105,106,107,108 are inactive in October since they have not transacted in August/September/October.

sujeetsingh
Master III
Master III

Follow this thread, you need to use the FirstSorted function to get this

FirstSortedValue()

salto
Specialist II
Specialist II

Hi,


An approximate expression for a Inactive Customer could be:


=if (Sum({<Month = {"$(<=month(addmonths(Max(Date),-3)))"},Year=,Date=>} Bookings > 0)

      and

     (Sum({<Month = {"$(=month(addmonths(Max(Date),0)))"},Year=,Date=>} Bookings = 0), 'Inactive')


Hope this helps...