Thank you for the suggestion. That method works well when I want to manually sort for the topN (lets use 25) in each location. I’m looking for a way to do this dynamically, and in summary for dashboarding/kpi purposes. For example: Store “A” had sales last month totaling $10M. The top 25 customers for Store A (ranked by sales last month) totaled $6.5M, or 65% of sales. However, Store B’s top 25 might only represent 45% of its sales. Also, Store B’s top 25 would likely be a completely different list of customers than Store A’s list.
The only way I can do this today (that I know of) is to nest location/store by customer (or visa versa), export to Excel, and then using a series of pivot filters and functions. Unfortunately, that means it can’t be summarized in a Phocas Dashboard.