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priyarane
Valued Contributor

Involved Customers

hi Community,

I wanted to find involved customers sales for  Existing Customers, New Customers, and Closed Customer.

Existing Customers sales= Sum of sales of Current and Previous

New Customers sales = Sum of sales of Current Customers and should not include Previous Customers.

Closed Customers sales = Sum of sales of Previous Customers and should not include Current Customers.

In my Dashboards,

1. I have Master Calender

2. Showing Current month and Previous month like below

Current n Pre.PNG

3. Above Selections, I am storing in variables and those are using set like below.

M n Y.PNG

1 Solution

Accepted Solutions
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MVP
MVP

Re: Involved Customers

5 Replies
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MVP
MVP

Re: Involved Customers

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priyarane
Valued Contributor

Re: Involved Customers

Thanks for the link. Here every thing need to change in Script part. Right now it is not possible to change script and I should do in Dashboard(front end) only.

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MVP
MVP

Re: Involved Customers

Look at the first few expressions that Gysbert used. AFAIR there are front end only, using set analysis and p() and e() function. This should work well if you select two periods to compare.

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vikasmahajan
Esteemed Contributor

Re: Involved Customers

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Not applicable

Re: Involved Customers

Hi

Please try these expression.

For new  customer sales

sum({$<Year={$(vCurrentyear)},Month={$(vCurrmonth)},Customer=(P{1<Year={$(vCurrentyear)}>}Customer)>}Sales)

For Closed Customers sales

sum({$<Year={$(vPrvyear)},Month={$(vPrvmonth)},Customer=(P{1<Year={$(vPrvyear)}>}Customer)>}Sales)


For Existing  Customers sales

sum({$<Year={$(vCurrentyear),$(vPrvYear)},Month={$(vCurrmonth),$(vPrvMonth0},Customer=(P{1<Year={$(vCurrentyear),$(vPrvYear)}>}Customer)>}Sales)