How accomplish Segmentation based on Business Volume

[lazurens]

Hello,

I have this use case for a Qlik Sense project:

Business Volume : the total amount of orders

     sum({<[Type Tier]={'CLIENT'}>}[Total Face Value])

Output :

ClientID	BV
1	800
2	3900
3	70

Segments : a label based on the business volume following these rules :

     if(column(1)>=1000,'X LARGE',

     if((column(1)>=250)and (column(1)<=999),'LARGE',

     if((column(1)>=50)and (column(1)<=249),'MEDIUM',

     if((column(1)<50),'SMALL'

     ))))

ClientID	BV_Segment
1	LARGE
2	XLARGE
3	MEDIUM

I have the dimension Person, which could have of two types (CLIENT, AFFILIATE) and a person can be both. The goal is to calculate the Business Volume of Clients and Create a label for each one based on the definition of segments.

The second thing is that, we need to know for a selected period the Business Volume for a Selected Client and to which Segment that Client belongs for that selected period

For example :

Client1 has a BV=300$ for the 3months(Jan,Feb,Mar of the current year 2018) and he/she in segment=Large

But the same Clien1 in different period can be in segment=XLARGE

I don't know how to nest these use cases. My intention is to use aggr(), and variables all together with Set Analysis.

I have pasted my experiments without the date, because I didn't add the Calendar to the model.

Thank you in advance.

[sunny_talwar]

To create pie chart.... you would need something like this

Dimension

Aggr(If(Sum({<[Type Tier] = {'CLIENT'}>} [Total Face Value]) >= 1000, 'X LARGE',

    If(Sum({<[Type Tier] = {'CLIENT'}>} [Total Face Value]) >= 250, 'LARGE',

          If((Sum({<[Type Tier] = {'CLIENT'}>} [Total Face Value]) >= 50, 'MEDIUM', 'SMALL'))), Client)

Expression

Count(DISTINCT Client)

[sunny_talwar]

For help with attaching, you can look here

Uploading a Sample

[lazurens]

Thank you Sunny,

I got your help, and I playing with now trying to get to the solution.