7 Replies Latest reply on Oct 12, 2016 12:41 PM by Lee Forst

# Help with determining recovered customers (filtering)

In the attached viz, I’m attempting to determine customers who have been recovered.  So far I think I have the calcs to be able to determine this.  The idea of a recovered customer is one who had a contract last month and didn’t have one 12+months prior.  If you look at the Recovered sheet, you will see the “I care about this” calc to show me if I’m determining the right customer.  My problem is with the calcs I have going on, I don’t know how to filter this to just show the customers that are considered recovered.

I would like the view to simply show the Customer Number, the latest contract date, the second to last contract date, and the number of months between the two and only show the ones that are recovered.

Do you have any thoughts on how to do this or perhaps a better way to make the ultimate solution?

Thanks!

• ###### 1. Re: Help with determining recovered customers (filtering)

Does this work?

Thanks,

Shin

1 of 1 people found this helpful

• ###### 3. Re: Help with determining recovered customers (filtering)

Sounds good.

Happy to her that.

Thanks,

Shin

• ###### 4. Re: Help with determining recovered customers (filtering)

Shin, I wonder if you can help again?  So I have the detail view I want.  However, now I'm facing a new challenge where I need to aggregate my counts of "Record Type" of New and Recovered.  In the attached example, the Totals sheet shows what I've done.  My problem is my users are going to want to have a label at the end of the bars.  But given what I have on the detail shelf  in order to make this viz work, I can't seem to get it right.  I'm sure there is an easy answer, I'm just overlooking it as I've looked at this too long.

Thanks!

• ###### 5. Re: Help with determining recovered customers (filtering)

Nop, that's not easy one.

Table calc sometimes(?or most of the teme) pretty complicated to show total.

Let me see in detail and reply later.

Thanks,

Shin

• ###### 6. Re: Help with determining recovered customers (filtering)

remove

label

Thanks,

Shin

1 of 1 people found this helpful
• ###### 7. Re: Help with determining recovered customers (filtering)

Yes, Shin, table calcs eat my lunch every time!  But your reference line solution is very acceptable.  I actually tried that, but I failed to change the Scope to cell!  Arghhh!  Thank you again for the help to do.  You're awesome!

I would be curious though how to do this differently.  I know the users are eventually going to want to see a trend graph showing the counts of new and recovered over time.  I've already determined I'm going to have to have a secondary data source that gives me just dates so that I can a point for missing years\qtrs.\months.  But I think I'm going to have to redo the way I'm doing this to eliminate the table calcs.