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alexis
Partner - Specialist
Partner - Specialist

Rolling 5 days (working days)

Hi

I have an application where I need to monitor the behavior of "customers" for any changes in their purchasing patterns/volumes etc.

Talking with the project sponsor he felt that a rolling 5-day solution may offer us some indication. However he has explicitly specified that (for business reasons) we need to look at working days only (Monday-Friday in it's simplest form) - Any ideas on how I can develop such a solution.

Thanks in advance

Alexis

1 Solution

Accepted Solutions
Not applicable

Alexis,

I would make a data set without any weekend date and weekend date sales data and then check every 7 days to get this rolling number.

Worked on this last week but cannot make the set analysis work. With Sunny's help my sample qvw works.

Please see attached.

Hope this can help.

View solution in original post

14 Replies
settu_periasamy
Master III
Master III

Hi,

Look the below Linked Document. May be helps.

You can link with your date with the Working day Master Calendar.

Working Day Master Calendar

alexis
Partner - Specialist
Partner - Specialist
Author

Hi Settu,

Thanks for replying. The question was not how to work out if it's a working day or not but more to do with "rolling" 5 working days - I am a little confused about how to code the "rolling" part.

settu_periasamy
Master III
Master III

fine. if i understood correctly, you can try to write a expression for rolling period, Like

Sum({<Date={‘>=$(=Date(Max(Date)-5))<=$(=Date(Max(Date)))’}>} Sales )

The Date is represent only the working days. So, you will get Latest 5 working day sales.

if you post with sample, it would be easier to help.

Set Analysis for Rolling Periods

alexis
Partner - Specialist
Partner - Specialist
Author

Let's suppose your working dates (on 30/11/2015)  are:

20/11

23/11

24/11

25/11

26/11

27/11

30/11

Your suggested:

Sum({<Date={‘>=$(=Date(Max(Date)-5))<=$(=Date(Max(Date)))’}>} Sales )

will collect results for the date range >=25/11 and <=30/11

This is not correct as the last 5 working dates would be >=24/11 and <=30/11

settu_periasamy
Master III
Master III

Yes, I didn't test that. I think this one will give Latest 5 days data..

=Sum({<Data={'>=$(=Date(Max(Date,5)))'}>}Sales)

marleygt
Creator
Creator

Hi alexis!

I am not so advance in QV, so just want to help a little I am able to.

I've developed in last project something for evaluate first 10 agents and customers; and I do with Variables.

So I thought could be applied to "days" too.

Take a look to the coarse sample herewith: maybe is not the a complete solution, but could help you to have a better working idea! (of what I've done).

Alex

Gysbert_Wassenaar

If you can work out which days are work days the you can use an AsOf table to link each workday with its previous four workdays. See this blog post for more information: The As-Of Table


talk is cheap, supply exceeds demand
alexis
Partner - Specialist
Partner - Specialist
Author

Hi Alex

Thanks for the reply and example - I see what you have done in your example and unfortunately it's not quite what I am after - your example will only deal with "last n-days" where n is defined by your slider variable - mine is more of a "point-in-time" question. Thanks nevertheless.

Alexis

marleygt
Creator
Creator

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