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sales targets

Had no joy in new to qlikview section, so assuming this may be a little advanced a question for there.

Hi there,

I'm hoping to get some tips on the best way to utilize targets in qlikview. I have a standard data model loaded into a document, with two date dimensions based on sale order date and invoice date. I have targets for each month for different customer types. I have joined this to the invoice date dimension table. This joins on invoice date, and target date value is always tenth of the month because this is a safe day where the value will always be in that calander month's financial month (1st of month can fall into previous month's financial month)

What is the best way to link my customer grouping to a monthly target? Linking in the method above means that if no billing took place on that given day in for that customer group in the fact table, then the target does not pull through. I cant join on a month-year value because this would duplicate my target values by the matching number of fields in the date dimension (I'm assuming that would happen as it happens in SQL obviously)

Qlikview target linkage.png

1 Solution

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Author

ok, so I added the targets as facts and created artificial customers to get the correct customer groupings.

View solution in original post

3 Replies
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Anyone?

ramoncova06
Partner - Specialist III
Partner - Specialist III

In this case you want the targets as part of your fact instead of being a snowflake of you calendar dimension

if you want your target to show even if they do not have an invoice on that date follow the instruction on this thread

Generating Missing Data In QlikView

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Author

ok, so I added the targets as facts and created artificial customers to get the correct customer groupings.