Calculated Dimensions with Set Analysis

[#1]

I'm trying to categorize some clients into either

• Existing - have made a purchase
• Interested - have not made a purchase but have had an appointment in the last 6 months
• New - have not made a purchase before and have not had an appointment in the last 6 months

The complicating factor is that I am only interested in clients that have had a particular type of appointment.

When I place this expressioin into a chart it gives me the correct results,

When I try and put it into a calculated dimension it fails, I can't figure out why, any ideas?

if(
//Re Aiding
MaxString(
  {< 
  [Client Code] = P({<[Reason Group] = {$(ApptType)},Invoice = {'Sale'}>})
  >}
  [Client Code]) >0,'Existing',
if(
//Second Look
MaxString(
  {< 
  [Client Code] = P({<[Reason Group] = {$(ApptType)},CalendarDate = {'<=$(NewClientDate)'}>})
  >}
  [Client Code]),'Interested',
if(
//New Client
MaxString(
  {< 
  [Client Code] = P({<[Reason Group] = {$(had ApptType)},CalendarDate = {'>=$(NewClientDate)'}>})
  >}
  [Client Code]),'New',
'Unclasified')))

[marcus_sommer]

For calculated dimensions you need (often) to wrap your calculation in a aggr() function - have a look here: http://community.qlik.com/blogs/qlikviewdesignblog/2014/04/08/calculated-dimensions

- Marcus