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NicholasHolbroo's avatar
NicholasHolbroo
Qrew Member
7 years ago

Report - Filtering out or displaying only x percentage of the total value of a field

I need to create a report that shows ONLY our top 1% most active customers.  I have a field ?# of sessions? that records activity for the respective customer, which is updated monthly.  I need to display, in a report (preferably a bar graph), the customers, that have the highest 1% of activity.  Obviously, I can display a report showing all customers and their activity, but how can I filter this down to show only customers with some top or low percentage of that activity?
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  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    7 years ago
    That is going to prove really difficult to do, so let me offer a native solution.

    Make a summary report to rank customers by sales and have a running % down a column columns.  To do that you put the field on the summary report twice, once regular and once set to display as a running total.

    Take note of what Activity value gets you to the the 1% point.  Say all customers over 5000 in Activity.

    Make a table with a single record. It will be record ID# of 1.
    Related that to the Customer list via a formula field with a  formula of 1.

    Make a field where you manually enter that 5000.  Call that field Activity 1% cutoff.

    Lookup that [Activity 1% cutoff] down to each customer.   Make a checkbox formal field to calculate if the customer activity is > 5000.

    Chart only sales or customers or activity where that checkbox is true.

    My point is that it will be difficulty to automate so so that cut off manually from time to time.