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Pivot with Top 10 customers AND...

I would like to show the sales revenue of the top ten customers (ranked by revenue). I have solved this.

Also I would like a subtotal of these, and on the next row, the subtotal of all the other customers (number 11 and up).

At bottom I would like a grand total for all customers, (number 1 and all).

So..

Customer 1

Customer 2

.

.

Customer 10

SUBTOTAL TOP 10

ALL OTHER CUSTOMERS

Grand TOTAL

Can anyone please help?

Thanks!

NorTor

Norway

1 Solution

Accepted Solutions
Not applicable

Re: Pivot with Top 10 customers AND...

Hi,

 

This can be achieved by using calculated dimensions i.e. if you are using QV 10 or above. You would have to create an additional dimension using the following syntax:

Category= aggr(if(rank(sum(sales))<= 10, 'Top 10', 'Others'),name)

You can get the list of top 10 customers using the following syntax:

Top 10 Customers = aggr(if(rank((sales))<=10,name,'Others'),name)

Where

 

  1. sales is the name of the sales field and
  2. name is the customer field

Once you have those to you can use partial sum from the presentation tab to accomplish your goal.

Hope this help!

Cheers!!

Regards,

RL

29 Replies
Not applicable

Re: Pivot with Top 10 customers AND...

Hi NorTor,

One way is to use the valuelist.

Onother way is you build up a new field in script.

See attached example.

Regards Vicky

Not applicable

Re: Pivot with Top 10 customers AND...

Hi,

 

This can be achieved by using calculated dimensions i.e. if you are using QV 10 or above. You would have to create an additional dimension using the following syntax:

Category= aggr(if(rank(sum(sales))<= 10, 'Top 10', 'Others'),name)

You can get the list of top 10 customers using the following syntax:

Top 10 Customers = aggr(if(rank((sales))<=10,name,'Others'),name)

Where

 

  1. sales is the name of the sales field and
  2. name is the customer field

Once you have those to you can use partial sum from the presentation tab to accomplish your goal.

Hope this help!

Cheers!!

Regards,

RL

Not applicable

Re: Pivot with Top 10 customers AND...

Dear Vicky,

thank you so much for your reply and example file; this is most helpful!

I will test if I can make it work on my dataset later today.

Have a good weekend

Cheers,

NorTor

Not applicable

Re: Pivot with Top 10 customers AND...

RL,

thank you for providing this solution! I will try both this way and Vicky's method later on today / weekend!

...Great community; finding solutions day by day :-)

Thanks and cheers back to you!

NorTor

Not applicable

Re: Pivot with Top 10 customers AND...

Dear Lakhina007!

Thank you for for help on this a few weeks back, it worked very well indeed!

I am now struggling with a little expansion on the above: Customers can be intercompany or not. I have separate field identifying this on each sales row. Also the internal customers are spread over the different continents (also a separate field stating which). And I would like the internal customers grouped per continent, while the external should be per customer name like before.So, like this is what I am trying to produce:

Internal customers Europe

Internal customers North America

Internal customers Asia

.

.

SUBTOTAL INTERNAL CUSTOMERS

External Customer 1

External Customer 2

.

.

External Customer 10

SUBTOTAL External customers TOP 10

ALL OTHER EXTERNAL CUSTOMERS

TOTAL EXTERNAL CUSTOMERS

Grand TOTAL

Any chance of helping me on this one pretty please?

Cheers,

NorTor

Not applicable

Re: Pivot with Top 10 customers AND...

Hi NorTor,

Is it possible for you to post an example?

Regards

Rahul

Not applicable

Re: Pivot with Top 10 customers AND...

Dear Lakhina,

Yes absolutely... example of the data or the finished QV table or both?

BR

Tor Olav

Not applicable

Re: Pivot with Top 10 customers AND...

both would be awsome

Not applicable

Re: Pivot with Top 10 customers AND...

Capture_Top_10.JPG

See .jpg file for what the table looks like in Excel... and I would like to have in QV :-)

Data_Table.JPG

This is an example of the data table. There are roughly 2000 lines in a normal week. Normally 150 external customers and maybe 20 intercompany ones.

As mentioned I would like to show intercompany sales grouped into the continents where they belong, while external customers should be by customer name.

Also notice that the rank has to be dynamic for external customers as intercompany customers (count of these) will vary for different time periods, so rank to get top 10 (or top 20 as shown in image included) will have to be done for external customer sales only.

Any help very much appreciated Lakhina, and thank you so much in advance for replying and looking at this.

Cheers

Tor Olav

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