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yipchunyu
Creator
Creator

Production by staff's join date

Our company has 100 sales with different join date, we would like to do a simple analysis on their production by first quarter (by join month), second quarter (by join month) ...

Feasible to write an expression for this?

7 Replies
Arthur_Fong
Partner - Specialist III
Partner - Specialist III

Hi,

I would prefer to do this in script as doing complex expression at front end will cause impact on dashboard performance when selecting  dimensions.

Refer attached for the quarter creation via Master Calendar.

MC.PNG

Thanks and regards,

Arthur Fong

yipchunyu
Creator
Creator
Author

But what i need is different staff have different join data.  Using a master calander seems won't work for my case.  Do you understanding correct?

Arthur_Fong
Partner - Specialist III
Partner - Specialist III

Perhaps you can attach a qvw for a better understanding.

Thanks.

yipchunyu
Creator
Creator
Author

Staff table

StaffJoin Month
Name A201807
Name B201808
Name C201901
Name D201805

 

Production Records

Production MonthStaffAmount
201805Name D10000
201806Name D5000
201807Name A8000
201807Name D5000
201808Name A6000
201808Name B4000
201808Name D5000
201809Name A5000
201809Name B7000
201809Name D3000
201810Name A2000
201810Name B5000
201810Name D6500
201811Name A4500
201811Name B8000
201811Name D6000
201812Name A3500
201812Name B8000
201812Name D7500
201901Name A3000
201901Name B5000
201901Name C6000
201901Name D7000

 

Expected Results

StaffMonth 1-3Month 4-6Month 7-9
Name A19000100003000
Name B1600021000 
Name C6000  
Name D200001450020500
Arthur_Fong
Partner - Specialist III
Partner - Specialist III

There you go.

MC.PNG

Refer qvw attached below.

 

Thanks and regards,

Arthur Fong

Arthur_Fong
Partner - Specialist III
Partner - Specialist III

Updated the qvw as the previous result shows some discrepancy when looking into B,C,D.

Thanks and regards,

Arthur Fong

Arthur_Fong
Partner - Specialist III
Partner - Specialist III

A more feasible way to do is is by using IntervalMatch.

MC.PNG

Refer attached qvw below:

Thanks and regards,

Arthur Fong