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Not applicable

help needed -- set analysis question

Hi all,

Please consider the following example:

SalesPerson

Sales

Year

B

13

2010

C

14

2010

A

22

2011

B

23

2011

C

24

2011

A

32

2012

B

33

2012

C

34

2012

D

35

2012

A

42

2013

B

43

2013

C

44

2013

D

45

2013

SalesPerson

Joined

A

2011

B

2010

C

2010

D

2012

I want to get their sales figures in the 1st year of their sales job. Therefore, results should be as the following:

Sales Person

Sales Year 1

Sales Year 2

Sales Year 3

Sales Year 4

A

22

32

42

-

B

13

23

33

43

C

14

24

34

44

D

35

45

-

-

What is the best way to get this working? I tried set analysis within sum(), aggr().. no luck

Thanks!

1 Solution

Accepted Solutions
swuehl
MVP
MVP

I assume you won't have records for your SalesPerson prior their joining dates.

Then it should be enough to create a table with dimension SalesPerson and four expressions

=FirstSortedValue(Sales, Year,1)

=FirstSortedValue(Sales, Year,2)

=FirstSortedValue(Sales, Year,3)

=FirstSortedValue(Sales, Year,4)

See also attached sample.

Hope this helps,

Stefan

View solution in original post

2 Replies
swuehl
MVP
MVP

I assume you won't have records for your SalesPerson prior their joining dates.

Then it should be enough to create a table with dimension SalesPerson and four expressions

=FirstSortedValue(Sales, Year,1)

=FirstSortedValue(Sales, Year,2)

=FirstSortedValue(Sales, Year,3)

=FirstSortedValue(Sales, Year,4)

See also attached sample.

Hope this helps,

Stefan

Not applicable
Author

Many thanks Stefan! Now I know one more useful function! Very easy actually.

Marko