Do not input private or sensitive data. View Qlik Privacy & Cookie Policy.
Skip to main content

Announcements
Qlik Open Lakehouse is Now Generally Available! Discover the key highlights and partner resources here.
cancel
Showing results for 
Search instead for 
Did you mean: 
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

35 Replies
jim_chan
Specialist
Specialist
Author

0 ?? bro. i dont get it.. can you tell me why??

sunny_talwar

-2 was taking it back to MonthStart for 2 months ago.... 0 will be this month's month start 30 days for this month

jim_chan
Specialist
Specialist
Author

i seee... thanks guru!

jim_chan
Specialist
Specialist
Author

Hello Sunny,

the last 30 days set analaysis didnt seem like working . have a look on my scvreenshot..

both MTD within 3 months and lasy 30 days have the same figuress....

sunny_talwar

May be all the customer's which had transaction in last 3 months also had transaction in last 30 days? Is that no possible? Do you know what number should show up?

jim_chan
Specialist
Specialist
Author

this is my qvw file. have a look bro.

sunny_talwar

At least, let me know what the expected number needs to be?

jim_chan
Specialist
Specialist
Author

MTD is correct , MTD + last 30 days is not correct.

u sure the set analysis u given for last 30 days is correct?

there is no expected resukt given by the user...

sunny_talwar

My only question is why can't the two be same numbers? Set analysis could be wrong, but I won't know unless I know what the expectation is....

jim_chan
Specialist
Specialist
Author

i think could be the set analysis, not working for last 30 days.

i have changed it to

=Count(DISTINCT {<SYNCOPERATION -={'D'},Year, Month, DateNum = {'>=$(=Num(MonthStart(Max(DateNum))))<=$(=Max(DateNum))'}, CUST_CD = {"=Count(DISTINCT {<PRD_SLSTYPE={'S'},Year, Month,DateNum = {'>=$(=Num(MonthStart(Max(DateNum), -1)))<=$(=Max(DateNum))'}>} INV_KEY) > 0"}>} CUST_CD)

but nothing change