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Hello,
I was wondering if I could get some help with QlikView please.
I would like to apply conditional color to a pivot table using the following criteria: Highlight "Projected close date" field yellow if the current date ("now" function) subtract 1 (current date not included) and subtracted from the dates within the field is less than ten days. So basically if there are 10 days remaining between the current date and the list of dates in the projected close date field. There is also one more criteria, it should be equal to 25 under the probability field in the table.
The second criteria is highlight orange if the present day (now) subtract 1 (current date is not included) subtracted from the projected close dates field is less than 10 and equal to 50 in the probability field.
Summary
Next 10 days = 50% (now subtract 1 subtract projected close date Is equal to 10 and 25% probability)
Next 10 days = 25% (now subtract 1 subtract projected close date Is equal to 10 and 50% probability)
Past due =<0 days, (now subtract 1 subtract projected close date Is less than 0, % is not relevant)
Sample
Sales member | Projected close date | Probability |
---|---|---|
Sales1 | 10/30/17 | 25 |
Sales2 | 11/05/17 | 25 |
Sales3 | 10/28 | 50 |
Desired result
Sales member | Projected close date | Probability |
---|---|---|
Sales1 | 10/30/17 | 25 |
Sales2 | 11/05/17 | 25 |
Sales3 | 10/28 | 50 |
Finally highlight red id the present day and the number of days to close is 0 or greater.
Unrelated to the above formula one of my dimension fields is displaying 10.00463746 and I would like to know how to format it to just 10 please.
Many thanks,
Esther
Hi,
Refer to the attachment, can you provide the mock data for the probability logic (current sample not suite)
update your date format like below
SET DateFormat='M/D/YY';
then find the date diff from current date,
Fact:
load *,Interval(Date(Today(),'DD/MM/YY'),'DD/MM/YY')-Date([Projected close date],'d') as DateDiff;
LOAD * INLINE [
Sales member, Projected close date, Probability
Sales1,10/30/17, 25
Sales2,11/05/17, 25
Sales3,10/28/17, 50
];
the text color you write below condition statement (apply your probability logic here)
if([Sales member]='Sales1',Yellow(), if([Sales member]='Sales3',LightRed()))
Hi,
Thank you for your response.
So you are suggesting that I list and combine the field names in the script editor like your example?
I have a lot of data so that will be quite time consuming
I assume you mean that the sample provided was not sufficient? Please see below a large sample from my data set.
All open pipeline deals sorted by specialist and AUM | Past Due | 360+ | ||||||||||||||||||
Next 10 Days = 25% | 180-360 | |||||||||||||||||||
Next 10 Days = 50% | ||||||||||||||||||||
GMM | Product Family | Product Remap | Deal Banker | Current Specialist | Pipeline # | Rel ID | Relationship Name | Member Name | Product Type | Product Name | Created On | Projected Close Date | Open Days | Open Day Range | Probability | FO Tracking | Financial Institution | Initiative | CNR ($M) | AUM ($MM) |
Region 1 | Banking | Banking | Banker 1 | Banking | P-00001 | AR0001 | Rel1 | Client 1 | Product type1 | Product name 1 | 9/20 | 11/30/2017 | 32 | <60 | 25 | n/a | n/a | n/a | 0 | 100 |
Region 2 | Banking | Banking | Banker 2 | Banking | P-00002 | AR0002 | Rel2 | Client 2 | Product type2 | Product name 2 | 10/17 | 11/30/2017 | 5 | <60 | 50 | n/a | n/a | n/a | 312 | 60 |
Region 3 | Banking | Banking | Banker 3 | Banking | P-00003 | AR0003 | Rel3 | Client 3 | Product type3 | Product name 3 | 12/8 | 11/15/2017 | 319 | 180-360 | 75 | Existing | n/a | n/a | 150 | 50 |
Region 4 | Banking | Banking | Banker 4 | Banking | P-00004 | AR0004 | Rel4 | Client 4 | Product type4 | Product name 4 | 10/10 | 10/31/2017 | 12 | <60 | 50 | Existing | n/a | n/a | 125 | 50 |
Region 5 | Banking | Banking | Banker 5 | Banking | P-00005 | AR0005 | Rel5 | Client 5 | Product type5 | Product name 5 | 2/1 | 9/29/2017 | 264 | 180-360 | 25 | n/a | n/a | n/a | 0 | 50 |
Region 6 | Banking | Banking | Banker 6 | Banking | P-00006 | AR0006 | Rel6 | Client 6 | Product type6 | Product name 6 | 9/27 | 2/28/2018 | 25 | <60 | 50 | n/a | n/a | n/a | 251 | 50 |
Region 7 | Banking | Banking | Banker 7 | Banking | P-00007 | AR0007 | Rel7 | Client 7 | Product type7 | Product name 7 | 8/11 | 11/30/2017 | 73 | 60-90 | 25 | n/a | n/a | n/a | 25 | 25 |
Region 8 | Banking | Banking | Banker 8 | Banking | P-00008 | AR0008 | Rel8 | Client 8 | Product type8 | Product name 8 | 9/8 | 11/30/2017 | 45 | <60 | 50 | n/a | n/a | n/a | 40 | 25 |
Sorry above data set was cut off, please see below.
Past Due | 360+ | |||
Next 10 Days = 25% | 180-360 | |||
Next 10 Days = 50% | ||||
Current Specialist | Projected Close Date | Open Days | Open Day Range | Probability |
Specialist1 | 11/30/2017 | 32 | <60 | 25 |
Specialist2 | 11/30/2017 | 5 | <60 | 50 |
Specialist3 | 11/15/2017 | 319 | 180-360 | 75 |
Specialist4 | 10/31/2017 | 12 | <60 | 50 |
Specialist5 | 9/29/2017 | 264 | 180-360 | 25 |
Specialist6 | 2/28/2018 | 25 | <60 | 50 |
Specialist7 | 11/30/2017 | 73 | 60-90 | 25 |
Specialist8 | 11/30/2017 | 45 | <60 | 50 |
Specialist9 | 11/30/2017 | 30 | <60 | 50 |
Specialist10 | 12/31/2017 | 27 | <60 | 50 |
Specialist11 | 11/30/2017 | 26 | <60 | 50 |
Specialist12 | 10/20/2017 | 5 | <60 | 75 |
Specialist13 | 3/31/2018 | 266 | 180-360 | 25 |