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sifatnabil
Specialist
Specialist

Show clients that didn't trade (or revenue=0)

I have an interesting request. A trade database holds the client and revenue data for clients that actually traded. It holds no client data, so I use applymap() from the whole list of clients in Salesforce to get clean client names. When the end user selects a client, the bar chart will show the clients that traded (thus generated revenue). However, is it possible to show the clients (from that bank) that did NOT trade or generate revenue? Is there an efficient way to do this? e.g. left joining with Salesforce?

1 Reply
danieloberbilli
Specialist II
Specialist II

you could load all the clients (distinct) from salesforce as a reference table....similar like you would use the master calendar with dates. there are different ways to proceed depending how you want to 'show' the results.

e.g. a listbox with 2 values returned by an expression like

if(len(trim(RevenueData)=0, 'Client with no revenue', 'Client with revenue')