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Example - multiple rules

Owned by Former user (Deleted)
Last updated: Feb 21, 2023 by Denise McGettigan
2 min read

Combining rules to locate declining customers who have spent a particular amount

This example combines a number of Advanced search rules together to locate Harry’s declining customers (over the past 3 months) who have spent more than $1000 this year.

Step 1. Choose the 'Sales' database and click the Search icon  .

Step 2. Set up rule 1

  • Choose 'Reps' from the dimension drop down box.

  • Select Plus   > Entity.

  • From the Entity button choose 'Harry' from the list.
     

     

Step 3. Set up rule 2

  • Choose 'Customer 'dimension.

  • Select Plus   > Measure.

  • Set the measure to Stream = 'Sales' and Measure = 'Value' (see Define a measure) and Apply, then choose Greater than and enter '1000 'in the box.
    Note: Because we did not specify a period in this rule, the active period will apply.

     

Step 4. Set up rule 3 (actually a set of three similar rules)

  • Stay in 'Customer' dimension.

  • Select Plus   > Variance.

  • Set the measure to Stream = Sales and Measure = Value (see Define a measure) and in the period tab, choose offset dates, and set a to be last month (-1), and b to be two months ago (-2). Apply.

  • Clone this rule, and in the period tab, change 'a' to be two months ago (-2), and b to be three months ago (-3). Apply

  • Clone this rule, and in the period tab, change 'a' to be three months ago (-3), and b to be four months ago (-4). Apply.

     

A list of Harry’s declining customers over the past three months (not including current month) who spent more than $1000 for the year will be displayed in the grid and a summary of the advanced search rules will appear in the status bar. An asterisk will appear on the 'Customer' dimension.

It would be useful to Save this as a favorite. Because offset dates were used, you can use this favorite in the future and it will automatically update.

Note. Your grid settings may not match your advanced search settings. For this particular example, the results will be best viewed in the customer dimension, period mode, measures set to value, with periods set so that the year to date (months) are visible.