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BrunoZaghetti
Contributor II
Contributor II

Comparação de clientes no mesmo período

Bom dia, gostaria de uma ajuda com a seguinte situação:

 

Possuo um dashboard com o faturamento de vários clientes. Gostaria de trazer dois campos: 1) o valor de faturamento geral (ou dos clientes que eu filtrar) e logo à direita 2) o valor de faturamento de um cliente específico, porém utilizando os filtros de data geral. Assim posso fazer uma comparação deste cliente com a carteira inteira, ou clientes específicos, utilizando a mesma data base para os dois casos.

Quando tento fazer esse filtro com modificadores do Set Analysis ele funciona, porém ao filtrar qualquer cliente que não seja aquele específico da comparação (cliente do campo 2), o valor dele fica zerado. A fórmula utilizada é a seguinte:

Sum({$ COD_CLIENTE= {"31"}>} VALOR_MENSAL)

5 Replies
JordyWegman
Partner - Master
Partner - Master

Hi Bruno,

Please ask the questions in English, this makes it easier for more people to respond to.

Your formula is not correct, try this:

Sum ({$< COD_CLIENT = {31}>} [MONTHLY VALUE])

Jordy

Climber 

Work smarter, not harder
BrunoZaghetti
Contributor II
Contributor II
Author

Hi Jordy i tried what you suggested but the Monthly Value is still 0 when I filter another client.

For example:  

Sum ({$< COD_CLIENT = {31}>} [MONTHLY VALUE])

 It brings the Monthly Value correct, but when i filter cod_client 30 in dashboard, the Monthly Value is 0. If I use this: 

Sum ({1< COD_CLIENT = {31}>} [MONTHLY VALUE])

 the value will never consider the data filter.

I need my formula to consider client 31 but consider the data filter on dash.

JordyWegman
Partner - Master
Partner - Master

Hi Bruno,

Yes and that is obvious indeed because you determine the outcome with the set analysis.

But I don't get your selection. You always want 31? Only when you select the month, you want something else?

Jordy

Climber

Work smarter, not harder
BrunoZaghetti
Contributor II
Contributor II
Author

What I need is: one kpi to have the client fixed filter 31 and use the date the user filters in the dashboard, and another kpi has the value independent of the client and also use the date the user filters in the dashboard. The difference is that one kpi will only bring data from customer 31 and the other from all customers.

JordyWegman
Partner - Master
Partner - Master

Can you maybe send a sample QVF or some sample data? This makes it easier to resolve.

Jordy

Climber

Work smarter, not harder