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Our company has 100 sales with different join date, we would like to do a simple analysis on their production by first quarter (by join month), second quarter (by join month) ...
Feasible to write an expression for this?
Hi,
I would prefer to do this in script as doing complex expression at front end will cause impact on dashboard performance when selecting dimensions.
Refer attached for the quarter creation via Master Calendar.
Thanks and regards,
Arthur Fong
But what i need is different staff have different join data. Using a master calander seems won't work for my case. Do you understanding correct?
Perhaps you can attach a qvw for a better understanding.
Thanks.
Staff table
Staff | Join Month |
Name A | 201807 |
Name B | 201808 |
Name C | 201901 |
Name D | 201805 |
Production Records
Production Month | Staff | Amount |
201805 | Name D | 10000 |
201806 | Name D | 5000 |
201807 | Name A | 8000 |
201807 | Name D | 5000 |
201808 | Name A | 6000 |
201808 | Name B | 4000 |
201808 | Name D | 5000 |
201809 | Name A | 5000 |
201809 | Name B | 7000 |
201809 | Name D | 3000 |
201810 | Name A | 2000 |
201810 | Name B | 5000 |
201810 | Name D | 6500 |
201811 | Name A | 4500 |
201811 | Name B | 8000 |
201811 | Name D | 6000 |
201812 | Name A | 3500 |
201812 | Name B | 8000 |
201812 | Name D | 7500 |
201901 | Name A | 3000 |
201901 | Name B | 5000 |
201901 | Name C | 6000 |
201901 | Name D | 7000 |
Expected Results
Staff | Month 1-3 | Month 4-6 | Month 7-9 |
Name A | 19000 | 10000 | 3000 |
Name B | 16000 | 21000 | |
Name C | 6000 | ||
Name D | 20000 | 14500 | 20500 |
There you go.
Refer qvw attached below.
Thanks and regards,
Arthur Fong
Updated the qvw as the previous result shows some discrepancy when looking into B,C,D.
Thanks and regards,
Arthur Fong
A more feasible way to do is is by using IntervalMatch.
Refer attached qvw below:
Thanks and regards,
Arthur Fong