Top Customers Blank Title 106796

Yahoo Archive
1
I have uploaded the BAQ and Dashboard in Files > Dashboards.
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Please let me know if you need further help - didnt have too long to write instructions.

From: Fay Weis <fweis@...>
To: vantage@yahoogroups.com
Sent: Friday, 20 January 2012, 13:53
Subject: [Vantage] Re: Top Customers


Â
I would be interested.

--- In vantage@yahoogroups.com, Chris Thompson <chriselectrix@...> wrote:
>
> I have a BAQ report which shows a rolling total for customers in highest>lowest order which categorises it into financial years.
> ÂÂ
> It can be cut down easily for top 5/10 etc. Let me know if interested.
>
> From: Anon <jgiese@...>
> To: vantage@yahoogroups.com
> Sent: Thursday, 19 January 2012, 14:29
> Subject: [Vantage] Top Customers
>
>
> ÂÂ
> Looking to find out if anyone has created or would have pointers on creating a dashboard to show top customers. There would need to be a filter field that limits the results to Top 5 Top 10 etc. The columns would be Customer Name, Email, Sales YTD, and Sales Previous YTD. Is this even possible, or should I head on over to crystal land?
>
>
>
>
> [Non-text portions of this message have been removed]
>




[Non-text portions of this message have been removed]
2
Looking to find out if anyone has created or would have pointers on creating a dashboard to show top customers. There would need to be a filter field that limits the results to Top 5 Top 10 etc. The columns would be Customer Name, Email, Sales YTD, and Sales Previous YTD. Is this even possible, or should I head on over to crystal land?
3
You might get what you want with executive queries but I never thought they were worth all the trouble.
I'd use Crystal first.

--- In vantage@yahoogroups.com, "Anon" <jgiese@...> wrote:
>
> Looking to find out if anyone has created or would have pointers on creating a dashboard to show top customers. There would need to be a filter field that limits the results to Top 5 Top 10 etc. The columns would be Customer Name, Email, Sales YTD, and Sales Previous YTD. Is this even possible, or should I head on over to crystal land?
>
4
I asked the requester about it, and having a grid would be a lot better for her. She would like to take the customer information and their primary email and just pull it out into excel to move to Constant Contact. So on my way to creating a BAQ for this. I am trying to use the following calc field expression to total only orders for this year in one column:

If (String(Year(OrderHed.OrderDate)) = String(Year(Today))) then Total(OrderHed.TotalInvoiced) else 0

Then I need another column that would basically total all of last years orders for X customer that would be something like:

If (String(Year(OrderHed.OrderDate)) = String(Year(Today))-1) then Total(OrderHed.TotalInvoiced) else 0

But alas this does not work so nicely any pointers? Am I going about it wrong or the 'hard' way

--- In vantage@yahoogroups.com, "cooner_55421" <cooner_55421@...> wrote:
>
> You might get what you want with executive queries but I never thought they were worth all the trouble.
> I'd use Crystal first.
>
> --- In vantage@yahoogroups.com, "Anon" <jgiese@> wrote:
> >
> > Looking to find out if anyone has created or would have pointers on creating a dashboard to show top customers. There would need to be a filter field that limits the results to Top 5 Top 10 etc. The columns would be Customer Name, Email, Sales YTD, and Sales Previous YTD. Is this even possible, or should I head on over to crystal land?
> >
>
5
I have a BAQ report which shows a rolling total for customers in highest>lowest order which categorises it into financial years.
Â
It can be cut down easily for top 5/10 etc. Let me know if interested.

From: Anon <jgiese@...>
To: vantage@yahoogroups.com
Sent: Thursday, 19 January 2012, 14:29
Subject: [Vantage] Top Customers


Â
Looking to find out if anyone has created or would have pointers on creating a dashboard to show top customers. There would need to be a filter field that limits the results to Top 5 Top 10 etc. The columns would be Customer Name, Email, Sales YTD, and Sales Previous YTD. Is this even possible, or should I head on over to crystal land?




[Non-text portions of this message have been removed]
6
I would be interested.

--- In vantage@yahoogroups.com, Chris Thompson <chriselectrix@...> wrote:
>
> I have a BAQ report which shows a rolling total for customers in highest>lowest order which categorises it into financial years.
> ÂÂ
> It can be cut down easily for top 5/10 etc. Let me know if interested.
>
> From: Anon <jgiese@...>
> To: vantage@yahoogroups.com
> Sent: Thursday, 19 January 2012, 14:29
> Subject: [Vantage] Top Customers
>
>
> ÂÂ
> Looking to find out if anyone has created or would have pointers on creating a dashboard to show top customers. There would need to be a filter field that limits the results to Top 5 Top 10 etc. The columns would be Customer Name, Email, Sales YTD, and Sales Previous YTD. Is this even possible, or should I head on over to crystal land?
>
>
>
>
> [Non-text portions of this message have been removed]
>
7
I would love to see that report as well

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Fay Weis
Sent: Friday, January 20, 2012 8:53 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Top Customers



I would be interested.

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, Chris Thompson <chriselectrix@...<mailto:chriselectrix@...>> wrote:
>
> I have a BAQ report which shows a rolling total for customers in highest>lowest order which categorises it into financial years.
> Â
> It can be cut down easily for top 5/10 etc. Let me know if interested.
>
> From: Anon <jgiese@...<mailto:jgiese@...>>
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> Sent: Thursday, 19 January 2012, 14:29
> Subject: [Vantage] Top Customers
>
>
> Â
> Looking to find out if anyone has created or would have pointers on creating a dashboard to show top customers. There would need to be a filter field that limits the results to Top 5 Top 10 etc. The columns would be Customer Name, Email, Sales YTD, and Sales Previous YTD. Is this even possible, or should I head on over to crystal land?
>
>
>
>
> [Non-text portions of this message have been removed]
>



[Non-text portions of this message have been removed]
8
You should post it to the files section so anyone who might want it could check it out :)

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Sylvia Hunts
Sent: Friday, January 20, 2012 7:56 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Top Customers



I would love to see that report as well

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Fay Weis
Sent: Friday, January 20, 2012 8:53 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Top Customers

I would be interested.

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>, Chris Thompson <chriselectrix@...<mailto:chriselectrix@...<mailto:chriselectrix@...%3cmailto:chriselectrix@...>>> wrote:
>
> I have a BAQ report which shows a rolling total for customers in highest>lowest order which categorises it into financial years.
> Â
> It can be cut down easily for top 5/10 etc. Let me know if interested.
>
> From: Anon <jgiese@...<mailto:jgiese@...<mailto:jgiese@...%3cmailto:jgiese@...>>>
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>
> Sent: Thursday, 19 January 2012, 14:29
> Subject: [Vantage] Top Customers
>
>
> Â
> Looking to find out if anyone has created or would have pointers on creating a dashboard to show top customers. There would need to be a filter field that limits the results to Top 5 Top 10 etc. The columns would be Customer Name, Email, Sales YTD, and Sales Previous YTD. Is this even possible, or should I head on over to crystal land?
>
>
>
>
> [Non-text portions of this message have been removed]
>

[Non-text portions of this message have been removed]



[Non-text portions of this message have been removed]