Product Mix Example

[hobanwashburne]

I originally posted this in “Creating Analytics” but didn’t
receive any responses.  I thought I would
put it here to see if there are any takers….

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I’m really struggling with a new project (I’m new to QV and
set analysis) so I created a dumbed down example of what I am trying to
accomplish. Someone want to give it a shot?

I want to display three categories on the bar chart:

1. The product mix of the selected customer for the
   current year
2. “The industry standard”  = The average product mix of the Customer
   Type that the selected customer belongs to last year.
3. “The Corporate Standard” = The average product
   mix sold to all customers last year

So if AcmeSports is selected I should see the year to date
product mix for AcmeSports, The average product mix of AcmeSports and
BobsSports (because they are both Customer Type A) from Last Year, and the
Average product mix sold to all customers from Last Year.

Bonus points if you can indicate which customers are not
performing to within 2% of the Corporate Standard in any category.

[pgrenier · Accepted solution]

Good morning Scott,

I've added a updated version of your file attached to this post. In it, you shall see that I updated the existing expression and added two new ones in your chart, which I switched to a Combo Chart in order to show clearly the three measures such as:

2012 Industry Standard =Avg({<Customer=,Month={"2012*"}>}Aggr(Sum({<Customer=,Month={"2012*"},ProductCategory=,CustomerType=P(CustomerType)>} Net),Customer,ProductCategory))

2012 Corporate Standard = Avg({1<Month={"2012*"}>} Aggr(Sum({1<Month={"2012*"}>} Net), Customer, ProductCategory))

2013 Customer Sales = Sum({<Month={"2013*"}>} Net)

Regards,

Philippe