Top 50 Client Volume,Spend

[Anonymous]

Top 50 Client (volume) - categorization of the top 50 Client based on volume of transactions executed in the previous 12 months

Top 50 Client (spend) – categorization of the top 50 Client based on spend for the previous 12 months

I need to make these two dimensions.

I got following fields.

1. Client Name
2. Amount
3. Transaction ID
4. Transaction Type

[Anonymous]

yes,

like: count({<YourDateField={">=$(=(MonthStart(Today(),-12)))<=$(=(Today()))"}>}Transaction ID)

also make sure format of YourDateField should be same as Today() Format

[anlonghi2 · Accepted solution]

Hi,

please look at attached qvw.

I used sample data from the attached excel file and the pivot table show first 4 clients instead 50 to avoid to create  a lot of sample data 🙂

Regards

Andrea

[#4]

Hi Osama,

Please find the attached solution. Let me know if it helps.

Regards,

Vasim

[Anonymous]

Thanks alot Vasim.

[Anonymous]

Thanks alot.

[Anonymous]

I use the following set analysis:

For Top 50 Client (Spend)

Sum({<[Top 50]={'Top 50'},CalendarYear={'$(vPreviousYear)'}>}[Amount])

For Top 50 Client( Volume)

Count({<[Top 50]={'Top 50'},CalendarYear={'$(vPreviousYear)'}>}[Amount])