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

[jim_chan]

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

[jim_chan]

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?

[sunny_talwar]

I guess try transaction instead of Cust_ID

[jim_chan]

U mean like this?

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

[sunny_talwar · Accepted solution]

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)

[jim_chan]

Ur solution finally works prefectly as what i was expecting .

Something extra i want to ask you. I want to create a MTD label - like:  You are looking at Jan 2017 - 31 Jan 2017 .

How to write that in text object?

[sunny_talwar]

May be like this:

Date(MonthStart(Max(DateNum)), 'MMM YYYY') & ' - ' & Date(Max(DateNum), 'DD MMM YYYY')

[jim_chan]

Sunny, i think i want to use as today's date.   because maxdatenum for my case the date is until march. so not accurate.

how to write today's date??

[jim_chan]

oops. i know bro. thanks! is today() !

[jim_chan]

Sunny,

1 more set analysis - same as below but condition is any sales transaction in last 30 days. where should i change at below?

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)

Rgds

Jim

[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 = {'>=$(=Num(MonthStart(Max(DateNum), 0)))<=$(=Max(DateNum))'}>} TRANSACTION_ID) > 0"}>} CUST_ID)