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jamesmf1982
Contributor III
Contributor III

Retention Summary

Hi,

I have a chart that returns the length of an employees retention on an employee by employee basis using the following statement:

if(isnull(EmployeeLeaveDate), if($(v_date_max) - EmployeeStartDate<365,1,0))

This works fine, however I need to be able to summarise this to give the overall retention of the office. I have tried summing it and counting but neither work.

In addition on my table whilst I have the sum at the top of the table it does not return any values.

Any help would be great.

James

1 Solution

Accepted Solutions
sunny_talwar

Only thing I see off is the set analysis on StartDate... try this

Count({<EmployeeStatus -= {'Permanently Inactive'}, EmployeeStartDate = {"$(='>=' & Date(Today()-365))"}>} EmployeeCode)

View solution in original post

12 Replies
sunny_talwar

Doing this doesn't work?

Sum(If(IsNull(EmployeeLeaveDate), If($(v_date_max) - EmployeeStartDate < 365, 1, 0)))

jamesmf1982
Contributor III
Contributor III
Author

Afraid not, it comes up with blank cells.

sunny_talwar

Would you be able to share an image with two expressions

1) If(IsNull(EmployeeLeaveDate), If($(v_date_max) - EmployeeStartDate < 365, 1, 0))

2) Sum(If(IsNull(EmployeeLeaveDate), If($(v_date_max) - EmployeeStartDate < 365, 1, 0)))

jamesmf1982
Contributor III
Contributor III
Author

Hi there,

Please see below.

The first one is where I have the full details and the working formula. In the second I have hidden some of the fields to try and get the summary working.

Retention Error.jpg

sunny_talwar

Do you have an expression behind this?

$(v_date_max)

or is this just a static number?

jamesmf1982
Contributor III
Contributor III
Author

Hi, Sorry it is max(CalendarDate) which represents the maximum date selected in the current selection.

sunny_talwar

Does this number needs to be constant across all dimension you have in your chart or is this max based on the dimension?

jamesmf1982
Contributor III
Contributor III
Author

Hi, It is constant across all dimensions yes

jamesmf1982
Contributor III
Contributor III
Author

Or... How could I change this to using Set Analysis? I have the following so far:

count({<EmployeeStatus -= {'Permanently Inactive'}, EmployeeStartDate = {"$(='>=' today()-365">} EmployeeCode)