1 Reply Latest reply on Apr 10, 2018 6:16 PM by Okechukwu Ossai

    New, Lost and regular buyers

    Nicolas Ibanez

      Hello,

       

      i have a sales base with the client name, date, products and sales in tones.

       

      I want categorice the buyers to filter and see in this way:

       

      IF [Tons 2017]>0 AND [Tons 2018]>0 THEN "Regular Client"

      ELSEIF  [Tons 2017]>0 AND [Tons 2018]<0 THEN "Lost Client"

      ELSEIF  [Tons 2017]<0 AND [Tons 2018]>0 THEN "New Client"

      END

       

       

      But its not working, should i use a fixed formula? i dont understand the use of fixed formula and i dont know hoy to apply it.

       

      please could somebody help me?

       

      Thank you so much

        • 1. Re: New, Lost and regular buyers
          Okechukwu Ossai

          I can't provide a specific solution without seeing some sample data. However, you can try the following to see if it works;

           

          IF {FIXED [Client Name]: SUM([Tons 2017])} >0 AND {FIXED [Client Name]: SUM([Tons 2018])} >0 THEN "Regular Client"

          ELSEIF  {FIXED [Client Name]: SUM([Tons 2017])} >0 AND {FIXED [Client Name]: SUM([Tons 2018])} <=0 THEN "Lost Client"

          ELSEIF  {FIXED [Client Name]: SUM([Tons 2017])} <=0 AND {FIXED [Client Name]: SUM([Tons 2018])} >0 THEN "New Client"

          END

          Hope this helps.

          Ossai