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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

35 Replies
sunny_talwar

Do you need this part?

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

jim_chan
Specialist
Specialist
Author

The analysis is looking at MTD, and woud like to know cust_id that have made at least 1 sales transaction in last 30 days.

jim_chan
Specialist
Specialist
Author

whats your recommendation bro

sunny_talwar

I don't have any because I don't really know what the number you are looking for. If you can provide me details related to that... I might be able to dig in... But without that I might not be able to help much.

But I hope someone else can

jim_chan
Specialist
Specialist
Author

or r u able to provie me a sample set analysis for "Last 30 Days" and "Last 3 Months" ?

let me try it out on the sample qvw.

sunny_talwar

I don't know what to change brother.... I have already given you the expressions I think should work.... Now you are saying they don't work and your reason is that they give the same number for both months. If they should be different numbers then what are those numbers expected to be? If you don't know this, then may be what the expression is doing is right and they both are same for 30 days and 3 months?

HTH

Best,

Sunny