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

[robert_mika]

Could you post your file?

[Anonymous]

The Data in the Tables are confidential information,that is the reason i cannot share it in here.

I appreciate if i get help without the file. Thanks

[nagarjuna_kotha]

Can u share sample data for this?

Regards,

Nagarjuna

[Anonymous]

How you are going to identify Volumn and Spends?

Any flag into Transaction type?  if Yes, do the following:

Take Client Name as a Dimension in Bar chart(USed for Top Analysis) & set the Dimension Limit upto 50 into Dimension Limit tab::

and

Expression will give last 12 month Volumn:

Volumn =Sum({<Flag={'Volumn'} ,Date={">=$(=(MonthStart(Today(),-12)))<=$(=(Today()))"}>}Amount)

Similarly repeat for Top 50 Spend with following expression:

Spend: Sum({<Flag={'Spend'} ,Date={">=$(=(MonthStart(Today(),-12)))<=$(=(Today()))"}>}Amount)

Hope this will help!!

[#6]

Hi ,

Do you need something like this for 1st requirement :

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

Dimension:Client

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

Thanks

Khushboo

[Anonymous]

Hi Khushbo Do i need to put 'Date' function or Date_KEY Field in set Analysis ?

[Anonymous]

No there is no flag for Volume nor for Spend.

[Anonymous]

But There is a field

1. Top 100  ----Contents are ( Top 100,Top 300,Top 400,Top 500,Others)
2. Top 100-500 ----Contents are (Others, Top 100,Top 500)

[Anonymous]

How do you calculate your Volumn and Spend?

How you will decide, this trxn Amount is your Volumn and this is spend??