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

# 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

Regards

• ###### Re: duration of the portfolio

Someone can help me?

• ###### Re: duration of the portfolio

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

King Regards.

• ###### Re: duration of the portfolio

can please share the sample data ???

• ###### Re: duration of the portfolio

See data!

King regards

• ###### Re: duration of the portfolio

Hi

please find the attachment hope this helps you