Setting Goals for each Quarter in Bar Chart

user07653

I am trying to set goals for each individual quarter. My data is currently represented as a stacked bar chart and would like to make the goals a line. My series is calculating the count of each type of lead for each fiscal quarter. I am having trouble with my beastmode calculation setting the goal value of leads for each fiscal quarter. This is how my calculation is currently and I am getting a syntax error:

 

CASE
WHEN `Created Date` = '2018-Q1' THEN Count(`Type`='518')
WHEN `Created Date` = '2018-Q2' THEN COUNT(`Type`= '1224')
WHEN `Created Date` = '2018-Q3' THEN COUNT (`Type`='1373')
WHEN `Created Date` = '2018-Q4' THEN COUNT (`Type`= '1778')
END

 

 

I would like the goals for each quarter to be placed on a line on top of the bar graph.

 

Anyone have a solution?

AS

Looks like in your beast mode you're trying to either override the count function or set the value of the count with = syntax.  Case statements won't work that way.

It should be more like 

CASE
WHEN `Created Date` = '2018-Q1' THEN 518
WHEN `Created Date` = '2018-Q2' THEN 1224
WHEN `Created Date` = '2018-Q3' THEN 1373
WHEN `Created Date` = '2018-Q4' THEN 1778
END

There may still be an issue with the way that date value is stored and compared here.  

 

Backing up, your approach of individualized goals with a beast mode is good.  Here's how I've solved this question in the past.

This is a "line and stacked bar" chart, with each goal or value as an independent beast mode.

 

Goal beast mode, similar to yours:

case
when QUARTER(date) = 1 then 1000
when QUARTER(date) = 2 then 1250
when QUARTER(date) = 3 then 1500
when QUARTER(date) = 4 then 1750
end

 

Value 1 beast mode:

case when `Group` = 'Group 1' then `Value1` end

 

Value 2 beast mode:

case when `Group` = 'Group 2' then `Value1` end

 

Make sure to have the goal line first.  Otherwise it shows up as a segment on the stacked bar.

 

Let me know if you have questions about this!

AS

Looks like in your beast mode you're trying to either override the count function or set the value of the count with = syntax.  Case statements won't work that way.

It should be more like 

CASE
WHEN `Created Date` = '2018-Q1' THEN 518
WHEN `Created Date` = '2018-Q2' THEN 1224
WHEN `Created Date` = '2018-Q3' THEN 1373
WHEN `Created Date` = '2018-Q4' THEN 1778
END

There may still be an issue with the way that date value is stored and compared here.  

 

Backing up, your approach of individualized goals with a beast mode is good.  Here's how I've solved this question in the past.

This is a "line and stacked bar" chart, with each goal or value as an independent beast mode.

 

Goal beast mode, similar to yours:

case
when QUARTER(date) = 1 then 1000
when QUARTER(date) = 2 then 1250
when QUARTER(date) = 3 then 1500
when QUARTER(date) = 4 then 1750
end

 

Value 1 beast mode:

case when `Group` = 'Group 1' then `Value1` end

 

Value 2 beast mode:

case when `Group` = 'Group 2' then `Value1` end

 

Make sure to have the goal line first.  Otherwise it shows up as a segment on the stacked bar.

 

Let me know if you have questions about this!

user07653

Thank you! That worked.