7 Replies Latest reply: Feb 4, 2015 6:47 AM by Avinash R RSS

    duration of the portfolio

      I need do a calculate that i don´t know how to do this.

       

      Soppous that the company is a GYM.

       

      In week 201450 are 1000 new clients. I need know the permanence of this people along the time.

       

      WEEknew clients
      2014501000
      201451988
      201452960
      201501955
      201502920
      201503914
      201504890
      201505882
      201506863

       

       

      So, What can i calculate this?

       

      In my chart i do --- COUNT( {<WEEK='$(vWeek)', IN_COMPANY = {'YES'}, IS_NEW = {'YES'}>} DISTINCT NEW_CLIENTS)

       

      This count this 1000 in 201450 new clients. And this calculate is good for me. but i need know this 1000 new the evolution

       

      Thanks in advanse.

       

      Regards

        • Re: duration of the portfolio

          Someone can help me?

          • Re: duration of the portfolio
            Bartłomiej Zduńczyk

            Hi Federico,

             

            I'm sorry but I can't understand what data you have and what do you want to calculate.

            Could you attach an example in Excel or something else, what would clarify the problem?

             

            Regards,

            Bartek

              • Re: duration of the portfolio

                let me explain

                 

                we will do it simple.

                 

                You have a GYM.

                This week you have 10 new clientes. so 10 CLIENTS WEEK 201506.

                I need know the evolution of this 10 new clients.

                 

                So in week 201507. 201508. 201509 from this 10 new supplier how many have in portfolio.

                Soppous

                201507- 9 clients in portfolio i lost 1 clients

                201508- 3 clients in portfolio I lost 6 clients

                201509- 0 clients in portfolio i los 3 clients

                 

                The fields I use are.

                This example will be week 201506.

                 

                ID_CLIENT, Inportfolio, New_client, DATE_FROM, DATE_TO

                1, YES, YES, 201506, NULL

                2, YES, YES, 201506, NULL

                3, YES, YES, 201506, NULL

                4, YES, YES, 201506, NULL

                5, YES, YES, 201506, NULL

                6, YES, YES, 201506, NULL

                7, YES, YES, 201506, NULL

                8, YES, YES, 201506, NULL

                9, YES, YES, 201506, NULL

                10, YES, YES, 201506, NULL

                 

                in week 201507 will be...

                ID_CLIENT, Inportfolio, New_client, DATE_FROM, DATE_TO

                1, YES, NO, 201506, 201507

                2, YES, NO, 201506, NULL

                3, YES, NO, 201506, NULL

                4, YES, NO, 201506, NULL

                5, YES, NO, 201506, NULL

                6, YES, NO, 201506, NULL

                7, YES, NO, 201506, NULL

                8, YES, NO, 201506, NULL

                9, YES, NO, 201506, NULL

                10, YES, NO, 201506, NULL

                 

                in week 201508 will be...

                ID_CLIENT, Inportfolio, New_client, DATE_FROM, DATE_TO

                1, YES, NO, 201506, 201507

                2, YES, NO, 201506, 201508

                3, YES, NO, 201506, 201508

                4, YES, NO, 201506, 201508

                5, YES, NO, 201506, 201508

                6, YES, NO, 201506, 201508

                7, YES, NO, 201506, 201508

                8, YES, NO, 201506, NULL

                9, YES, NO, 201506, NULL

                10, YES, NO, 201506, NULL

                 

                in week 201509 will be...

                ID_CLIENT, Inportfolio, New_client, DATE_FROM, DATE_TO

                1, YES, NO, 201506, 201507

                2, YES, NO, 201506, 201508

                3, YES, NO, 201506, 201508

                4, YES, NO, 201506, 201508

                5, YES, NO, 201506, 201508

                6, YES, NO, 201506, 201508

                7, YES, NO, 201506, 201508

                8, YES, NO, 201506, 201509

                9, YES, NO, 201506, 201509

                10, YES, NO, 201506, 201509

                 

                IF you don´t see it, please ask me again.

                 

                King Regards.

              • Re: duration of the portfolio
                Avinash R

                can please share the sample data ???