We have a requirement where a client needs to be ranked against different peer groups (type/tier)
I have attached an example do demonstrate the problem..
Once a client (CMU) is selected, user should be able to pick any different Type & Tier and the selected client should be ranked against clients falling under the selected Type and Tier.. I tried to use Qualify and designed below expression, but that does not seem to work properly...
So if I select GOLD and BANKS, the CMUs are AMUNDI, BRANDYWINE and TEMPLETON GLOBAL. You want to rank the selected CMU, SLS CAP, against these three other CMUs on total revenue regardless of type and tier. In this case, it should rank 3 in January and 2 in February and March. But you want to do that without having to select AMUNDI, BRANDYWINE, SLS CAP and TEMPLETON GLOBAL, and without deselecting TYPE and TIER.
If so, then you almost had it. I believe you only need to add a single character to your expression, a + sign to indicate a union. This produces the right results for the example, and I believe matches the above definition:
which seemed to work with just selecting from a Client list (which could be made into a single field data island) - other Tier and Type selections could be done on the normal table fields.
However, I'm not sure if there isn't a simpler way of doing the 'If (CLIENT_VAR = CMU..' condition as I've had to add a 'maxstring' to pick out distinct values for the condition to work. Are there other alternatives ?