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alanmcgrath
Creator
Creator

Sum Trends

Hi All,

I'm trying to sum or count trends within a data set.  I have a table with the Dimension Client_# and the expressions: 1.Savings value for the current month for each client- Sum(Savings).  2.Savings value for last month for each client - Sum({<Report_Mo={'$(vPreviousMonth)'}>}Savings). 3. Comparison of the first two - If(Last Month savings is less than this month, 'Trend up', If Last month savings is greater than this month, 'Trend Down', 'Trend Even'.

All that works fine, but now I want 3 text objects which will display the count of clients Trending up, Trending Down, and Trending Even.

Seems like a simple thing but I'm just stuck.

Any help with this is appreciated.

Thanks!

Client_#Last MonthSavingsCurrent Month SavingsTrend
Client 132Trend Down
Client 233Trend Even
Client 311Trend Even
Labels (1)
13 Replies
jaimeaguilar
Partner - Specialist II
Partner - Specialist II

Yes, this is an advanced search, so you filter just the coincidences that you're looking for. In this example it was clear that the search has to be applied to Client_# Field. However, in more complex data models it can be a little tricky to determine which field is the best to apply the search.

Just to add something to this post, the searches within set analysis normally use double quotes ". Also you need to start the search with an = sign, otherwise it won't work. And finally the search has to be compared or equalled to some value / expression in order to work correctly,

regards

alanmcgrath
Creator
Creator
Author

Many thanks!  Been trying to figure this out forever.

cheburashka
Creator III
Creator III

Hello Jaime,

I've used searches before in set-analysis but they looked like: {$< year ="=201*">}

If I'm correct you used the search in the set-analysis to build a condition based upon other fields.

I'm going to remember this one.

Do you have some blogposts about advanced searches in set analysis?

,Koen

jaimeaguilar
Partner - Specialist II
Partner - Specialist II

Hi,

Right now I can't remember of a post regarding that topic. However, if you have a specific example, you may contact me and I can help you,

regards