Accum. of created records

[pauldamen]

All,

I have a CRM system from which every month the contacts are loaded in Qlik.

What I need is a graph over time which displays the growth in contacts. I use the Created date of the record to plot the contacts on a date and thought if I use a full accumulation of the records count the development would show.

But this is not the case, I see deviations which I don't understand (large gaps between months). And also the current month doesn't match with the total I have when I look in our CRM

How can I create a graph which accumulate all the created contacts and the current month should then always be the same as the CRM source?

Thanks for the help!

Kind regards,

Paul

[#2]

Have you tried to check "Full Accumulation" under Expressions tab in chart properties?

[pauldamen]

Yes the graph you see is with the full accumulation on, but this is not working as I expect it to work. Looks like something is not accumulating well because of the stacked bars

[#4]

I have tried this on stacked bar chart and it works, the problem may be due to no new contact created at that month

[lft]

Hi Paul,

could you provide us with a qvw describing the issue ?

Full accumulation should indeed solve the problem, so there must be something else.

thanks

Loic

[#6]

Paul, Can you share the sample data or the QVW.

-Ram

[pauldamen]

Please find attached.

As you can see, as soon as I make selection the full accumulation doesn't seem to work.

Even when no contacts are added I should expect the same stacked bar as the month before.

[lft]

Paul,

it looks like accumulation is working but somehow does not display the red/blue bar when the link between your two dimensions (MonthYearCreatedContact & new_contact_ratingname)  does not exist for that specific month.

I would suggest to :

- open a ticket on our support to check if this is WAD or not

- if so, you could create fake missing links in the data model

- if you don't like this solution you could replace accumulation by an asof calendar table : Calculating rolling n-period totals, averages or other aggregations

Loic

[pauldamen]

Loic,

Thanks for your help.

Strange thing is that there should be a link, it comes from the same source and is stored in the same table. The problem only occurs when you select multiple values from the different dimensions.

Regards,

Paul

[lft]

Paul,

Sorry, when I said link I meant record. When you perform selections it lowers the chances that a record between month and ratingname exists.

In your example, by performing selections you exclude such records for some months. For these months the chart does not display the previously accumulated value resulting in the red/blue rectangle to disapear.

The accumulated value is still there though because it displays properly on the next month having this kind of record.

For instance, with the provided selections, just clic on nov-2013. You'll see that the "Little" ratingname is greyed in the top left listbox. The record creating the link between those two values does not exist. The blue box is not displayed. On the contrary if you clic on dec-2013, none of the two values is greyed out. The two boxes are displayed.

Loic