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jim_chan
Specialist
Specialist

MonthToDate Set analysis to count no. active customers - with condition.

Hi guys,

I have created MTD set analysis to count customers as below:

Count(distinct{<Year=, Month=, Quarter=, Week=, Month=, DateNum={">=$(=Num(MonthStart(Max(DateNum))))<=$(=Max(DateNum))"}>} CUST_ID)

Now, client wants a KPI Object - A MTD(Month To Date) set analysis to count no. of ACTIVE customers.

Condition of ACTIVE customer is - MUST HAVE at least 1 sales transaction within 3 months.

Example Scenario: suppose MTD Customer count period is 1 Jan 2017 - 31 Jan 2017. so, the no. of active of customer should count within this 3 months - Jan2017, Dec 2016, Nov2016.

Pls help guys.!

Rgds

Jim

1 Solution

Accepted Solutions
sunny_talwar

This:

Count(DISTINCT {<Year, Month, Quarter, Week, Month, DateNum = {'>=$(=Num(MonthStart(Max(DateNum))))<=$(=Max(DateNum))'}, CUST_ID = {"=Count(DISTINCT {<Year, Month, Quarter, Week, Month, DateNum = {'>=$(=Num(MonthStart(Max(DateNum), -2)))<=$(=Max(DateNum))'}>} TRANSACTION_ID) > 0"}>} CUST_ID)

View solution in original post

35 Replies
sunny_talwar

May be this:

Count(DISTINCT {<Year, Month, Quarter, Week, Month, DateNum = {'>=$(=Num(MonthStart(Max(DateNum))))<=$(=Max(DateNum))}, CUST_ID = {"=Count(DISTINCT {<Year, Month, Quarter, Week, Month, DateNum = {'>=$(=Num(MonthStart(Max(DateNum), -2)))<=$(=Max(DateNum))}>} CUST_ID) > 0"}>} CUST_ID)

jim_chan
Specialist
Specialist
Author

is you again bro! erm... quite a long set analysis bro.

jim_chan
Specialist
Specialist
Author

but an active customer must have at least 1 sales transaction within 3 months.  i can see there is cust_id > 0 ?

how is that relate to active customer must have at least 1 sales transaction within 3 months?

sunny_talwar

Have you given it a try? Just see if it works and I can explain what it is doing

jim_chan
Specialist
Specialist
Author

not working. given me no result.  something missing in the set analysis?

sunny_talwar

Yes, my bad... missed two single quotes... try this:

Count(DISTINCT {<Year, Month, Quarter, Week, Month, DateNum = {'>=$(=Num(MonthStart(Max(DateNum))))<=$(=Max(DateNum))'}, CUST_ID = {"=Count(DISTINCT {<Year, Month, Quarter, Week, Month, DateNum = {'>=$(=Num(MonthStart(Max(DateNum), -2)))<=$(=Max(DateNum))'}>} CUST_ID) > 0"}>} CUST_ID)

jim_chan
Specialist
Specialist
Author

were you testing me??? maybe you are....

sunny_talwar

Testing you?

I am not... is this not working again?

jim_chan
Specialist
Specialist
Author

It works finally. but looks weird in numbers. but anyway, i just want to know why cant's i just transcation_id > 0??

i have transaction_id , so i thought the formula should be somethin like - count cust_id where has  more than 1 transaction ID within 3 months ?

not something like this?