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madnanansari
New Contributor III

Set Analysis formula

I am working with a retail system with single store.

I have sales data in the QVD file with the below columns:

DATE

INVOICE NO

ITEM

SOLD QTY

SALES AMOUNT

CUSTOMER MOBILE NO

I am using standard MASTER CALENDAR.

One of the requirement is to create customer retention report.

User has the filter for MONTH. If he selects JAN-2017 for example, I have to show how much times the customer visits us during this month (its easy). Customer is recognized by his Mobile No. The tricky part is I have to take the same Customer list (from the month which the user selected) and find out how much are those customer's (for each customer) visits during the month of Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov and Dec. Basically I need to find out who are the repeat customers.

I think that this is a Set Analysis question but I don't know how to do it.

6 Replies
wassim1988
New Contributor III

Re: Set Analysis formula

Hi Mohammad,

how should you present your data? which object should you use?

Re: Set Analysis formula

Would you be able to share some raw data and provide us with the expected output from the data that you provide?

madnanansari
New Contributor III

Re: Set Analysis formula

This would be a pivot table where cutomer mobile no comes vertically whereas months comes horizontally and the cell are filled with the number of customer visits.

madnanansari
New Contributor III

Re: Set Analysis formula

pls. find attached a sample data file.

Re: Set Analysis formula

How about the expected output?

adwitiya
Contributor

Re: Set Analysis formula

Load the table again with just the Month (As Month2) and the customer Mobile No.

Here's an example:

Code:

set1.JPG

Output: (with month March filtered, Month2 does not change)

set2.JPG

Hope this was helpful and you get the logic. Let me know!

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