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I need to create 2 reports/query that shows
1) Inactive Customers with a Credit Limit
2) Customers with no Sales in last 6 months
Both queries rely on a "cutoff date" = Today-6 months
On #1, I want to show all customers with Max(InvoiceDate) <= Cutoff Date and CreditLimit >1
On #2, I want to show all customers with Sales=0, with MaxInvoiceDate >=CutoffDate
I have been trying to do this in Pivot Table with calculated dimensions, but am having problems
Dimensions:
CustNo
CusName
Credit Limit -> If(CreditLimit >1, CreditLimit, '') -> Suppress Null Values
MaxInvDate -> =(Date(max(InvDate) -> //ERROR IN CALCULATED DIMENSION
It seems I am stepping on my toes. If I create an expression for Max(InvDate) i get a value
It seems to me, I need to setup these filters before the dimensions are returned.
What am I missing? If I put the MaxDate into n If statement in expressions, I still get all the customers but if the MaxDate is outside my parameter, it just show null
Calculated dimensions usually don't like chart aggregation functions like Max() unless you used advanced aggregation function (aggr) to subtotal it to a specific dimension granularity
MaxInvDate -> =(Date(max(InvDate) -> //ERROR IN CALCULATED DIMENSION
try something like this where you aggregate based on the other chart dimensions:
Date( aggr( max(InvDate) , CustNo,CustName) )