Classify locations by volume of orders shipped

You can create views to classify customers by the volume of orders shipped to them.

Step 1: Aggregate the order quantity

Create a dynamic view that aggregates the order quantity by destination. Filter the view to only include customer destinations.

1. Create a dynamic view to use for the aggregation. For this example, we use "3_HML_Cust_Totals". The "3_GML_" prefix is used to help keep views in order in lists and "CML" stands for "high, medium, and low".

2. In the view properties, create a join between the location_dimension_Ckey field from the locations_destination table to the destination_location_dimension_Rkey field in the orders_full table.
3. In the dynamic view properties, add the source_location_dimension_Rkey column and the item_quantity column from the orders_full table to the Columns section of the view.
4. For the item_quantity column, add the Sum function to aggregate the quantity. Name the column SumQty. Your column specifications should now be similar to this:

   

5. Add a conditional statement to specify customer locations. Your Conditions specification should be similar to this:

   

Step 2: Classify each customer as high, medium, or low

Next, create a new dynamic view to indicate whether the volume shipped to each customer is high, medium, or low.

1. Create a new dynamic view to classify the customers. For this example, we use "3_HML_CustClassifications". The "3_HML" prefix is used to help keep views in order in lists and "HML" stands for "high, medium, and low".

2. In the dynamic view properties, add the following columns from the "3_HML_Cust_Totals" view you created in Step 1:
   • destination_location_dimension_Rkey
   • SumQty
3.  Add this statement in the view's Columns section to classify the customers by shipped quantity.
   classification: If([3_HML_Cust_Totals].SumQty > 50000, 'High', If([3_HML_Cust_Totals].SumQty > 20000, 'Med', 'Low'))

   The If statement settings should be similar to this: 

   

   The nested If statement should look like this: