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Not applicable

Set Customer Status

In Qlikview 8, Based on a Customer List and number of products purchased by them month on month, I need to categorize the customers into the following categories.

Active – Customers who have been purchasing products month on month basis CONTINUOUSLY

Inactive – customers who are purchasing products but NOT CONSISTENT. This customer should not have activities at least in the last 30 days.

Returning – Customer Purchased a product initially and thereafter no activity

New – No Purchase by the customer yet. Customer just created or yet to start any transaction.

Dimensions used:

CustomerName

Year

Month

Expression:

Sum(Quantity)

Note: I am using QV8 and set analysis wont work. The above categories should be set based on year and month selection.

Sample Output:

Yr -->

2016

Mnth -->

1

2

3

4

5

Customer Name

Status

ABC Technologies

45

60

20

35

81

Active

BDB  Technologies

50

23

50

-

-

Inactive

BDB  Technologies

50

-

50

-

20

Inactive

DHA  Technologies

86

-

-

-

-

Returning

EAB  Technologies

-

-

-

-

-

New

3 Replies
miguelbraga
Partner - Specialist III
Partner - Specialist III

Hey there,

Can you share a sample of your QVW? If not, can you share with us a sample of your data and the required result in a Excel file for example?

Regards,

MB

Not applicable
Author

Hi Miguel Braga,

Thanks for your time... Please find the QVW attached.

Note:

  1. I am trying to achieve this in qv8 version and on a pivot table..
  2. Its okay of you can provide me set analysis expression...
  3. I need a status Column that gives me the following status's
    • Active – Customers who have been purchasing products month on month basis CONTINUOUSLY
    • Inactive – customers who have not been purchasing products at all for the selected month.
    • Returning – Customer Purchased a product initially(within the selected months) and thereafter no activity
Not applicable
Author

Anything on this my dear Friends?

Any response or help however small will be much appreciated.