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Creating some dashboard but finding some difficulty in creating a TPY for my analysis. Any advice?
Try to share a bit more about your requirement. Check: QlikCommunity Tip: How to get answers to your post?
So, I do funnel data analysis so for example:
Lead 1 comes in Jan 2016
Loan is funded April 2016
I would like to match that funded loan back to that lead that came in Jan 2016 and do a TPY, which is loan funded/Lead count.
Lead 1 comes in Jan 2016
Lead 2 comes in Jan 2016
Lead 3 comes in Jan 2016
Lead 4 comes in Jan 2016
Loan is funded April 2016
So the TPY is 25% (1 funded/4 leads).
Share some sample data or more detail of your dashboard.
Name | Lead Date | Funding Date | Lead Count | Funding Count |
Test 1 | 1/1/2016 | 4/1/2016 | 1 | 1 |
Test 2 | 1/5/2016 | 1 | 0 | |
Test 3 | 1/11/2016 | 1 | 0 | |
Test 4 | 1/19/2016 | 1 | 0 | |
Total Lead | 4 | |||
Total Funded | 1 | |||
TPY | 25% |