Intersection of two datasets in Set Analysis

[rrodriguesrr82]

Hi guys,

I have the following scenario:

• Key account managers who visit their clients (accounts) during a period of time);
• The Key account managers can visit their accounts according to their panels as well as accounts that don't belong to their panels;
• An Account panel table that contains each account that belongs to each Key account manager (Island Table).

CHALLENGE:

• I need to calculate a panel coverage that shows the ratio between the accounts that a manager visited (only accounts that belong to its panel) and the manager's panel (Island table).

EXAMPLE:

VISIT TABLE: The manager ID 10 has visited the four accounts listed below.

Manager ID	Account ID
10	1001
10	1002
10	1003
10	1005

ACCOUNT PANEL TABLE (Island Table): The manager ID 10 has 4 accounts in his panel according to the table below:

Manager ID	Account ID
10	1001
10	1002
10	2001
10	2002

FORMULA RULE:

• Looking at both VISIT and ACCOUNT tables, it's possible to see that the manager 10 visited only two accounts that belong to his panel (1001 and 1002). However, he has four accounts in his panel. Having said that, the formula should be:

Panel Coverage = 2/4 = 50%.

It means that, even though the manager 10 visited four accounts, only two accounts belong to his panel, so he is covering only 50% of his panel.

My question is: Is that possible to do an intersection in set analysis to get this panel? In this ratio, I want that the numerator consider only the accounts that belong to the manager's panel (in this case 2) divided by the number of accounts that the manager has in his personal panel.

Thank you in advance.

Best,

Rubens Rodrigues

[vishsaggi]

Read here this might help:

http://help.qlik.com/en-US/qlikview/12.1/Subsystems/Client/Content/ChartFunctions/SetAnalysis/set-an...

[vishsaggi · Accepted solution]

Try this?

Visit:

LOAD * INLINE [

ManagerID, AccountID

10, 1001

10, 1002

10, 1003

10, 1005

];

Panel:

LOAD * INLINE [

ManagerID, PanelAccountID

10, 1001

10, 1002

10, 2001

10, 2002

];

Using Straight table add

Dim: ManagerID

Expr: = Count({< AccountID = P(AccountID)> * <AccountID = P(PanelAccountID)> } AccountID)/Count(TOTAL AccountID)

Change the Number Settings in Number tab of Chart Properties. Or use Num() function for formatting.

[rrodriguesrr82]

Thanks!