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Calculated Dimensions with Set Analysis

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')))

1 Reply
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