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1. Re: Ranking Top Customer Sales Over Three Years
Subodh Gupta Aug 12, 2019 2:48 PM (in response to Chase Barker) -
2. Re: Ranking Top Customer Sales Over Three Years
Chase Barker Aug 12, 2019 2:56 PM (in response to Subodh Gupta)When I do this I am only getting a sort by the individual year and not the running total so to speak...sorry if I had not made that clear but essentially I am looking to have it sort by the running total in descending order if that makes sense. I.e. in the screenshot attached the orange customer should be at the top followed by yellow, blue, green, etc. Does that make sense?
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3. Re: Ranking Top Customer Sales Over Three Years
Chase Barker Aug 12, 2019 2:58 PM (in response to Subodh Gupta) -
4. Re: Ranking Top Customer Sales Over Three Years
Subodh Gupta Aug 12, 2019 3:17 PM (in response to Chase Barker)I feel stupid, but rank by running total doesn't make sense to me. Running total is based on how you have sorted the data (rank, so to speak).
Also, do you want it grouped by year or by customer. What I mean is, for each year, sort customers or for each customer, sort the years.
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5. Re: Ranking Top Customer Sales Over Three Years
Subodh Gupta Aug 12, 2019 3:20 PM (in response to Chase Barker)If you export that as excel and randomize the customer names, I can see what I can do.
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6. Re: Ranking Top Customer Sales Over Three Years
Chase Barker Aug 12, 2019 3:26 PM (in response to Subodh Gupta)I might just be doing a poor job of explaining this and probably should avoid using formulas / calculations in terms of what I am trying to see ...basically in this spreadsheet if I see that customer 1 is more valuable over three years than customer 4, 5, or 6 then I would want customer 1 grouped by year (sorted 2019, 18, 17) then the second most overall profitable customer grouped that same way and then moving on down the line. Does that make sense?
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7. Re: Ranking Top Customer Sales Over Three Years
Subodh Gupta Aug 12, 2019 3:48 PM (in response to Chase Barker) -
8. Re: Ranking Top Customer Sales Over Three Years
John Sarantos Aug 12, 2019 5:25 PM (in response to Chase Barker)Hi Chase,
How about this?
Customer 3 has the most sales total, so Customer 3 is rank one, and so on and so forth.
Used calc:
Total Sales for Customer
{FIXED [Cust Name]: SUM([Sales])}
Added Index as a Discrete Dimension to Rows, set up as follows:
I've attached my workbook for reference.
Please mark/let me know if this was helpful/answered your question.
Thank you,
John
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Book1_v2019.1_312817.twbx 26.5 KB
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9. Re: Ranking Top Customer Sales Over Three Years
Subodh Gupta Aug 12, 2019 6:06 PM (in response to John Sarantos)This is a novice question, not a critic, but is there a benefit to introducing the INDEX() function and sorting it by AGG([Total Sales by Customer]) (an additional measure that you created) versus just sorting the Customer on SUM(Sales) which gave the exact same result? I know I grouped it by year and you grouped by customer, but in essence, it's the same result.
I could as easily group by the customer by swapping customer and year pill.
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10. Re: Ranking Top Customer Sales Over Three Years
John Sarantos Aug 12, 2019 6:15 PM (in response to Subodh Gupta)Hi Subodh,
Fair question!
What I posted was the first thing that came to mind that I thought might answer Chase's question. All things being equal, I think having less calculations to mange is generally desirable, so I would probably use your solution if it's accomplishing the same goal.
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11. Re: Ranking Top Customer Sales Over Three Years
Subodh Gupta Aug 12, 2019 7:33 PM (in response to John Sarantos)Thank you for your reply. Like I said, I'm new and trying to learn. Appreciate it.
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12. Re: Ranking Top Customer Sales Over Three Years
Chase Barker Aug 13, 2019 5:07 AM (in response to John Sarantos)Hey John,
That does indeed work, but is just not as visually appealing I suppose. Thanks much for the help here!
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13. Re: Ranking Top Customer Sales Over Three Years
Chase Barker Aug 13, 2019 5:08 AM (in response to Subodh Gupta)This does indeed look right. Thanks for checking into this...it is greatly appreciated Subodh!
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14. Re: Ranking Top Customer Sales Over Three Years
Chase Barker Aug 13, 2019 5:09 AM (in response to Subodh Gupta)This is actually just what I was looking for here!