Beast mode - Age buckets / grouping

Hello everyone,

I am having trouble with a beast mode grouping outstanding records by age bucket. I am looking to calculate the number of days a record has open and then place the record within a range. Below you will find my existing beast mode which is an "Invalid formula". If someone could assist with the formula validation or suggest enhancements it would be greatly appreciated! I have reviewed many support articles related to my issue and I cannot seem to find a solution.

(CASE

WHEN DATEDIFF (CURRENT_DATE(),`Value1`) > 1095 THEN 'Greater than 3 years'
WHEN DATEDIFF (CURRENT_DATE(),`Value1`) > 730 AND <1094 THEN '2-3 years '
WHEN DATEDIFF (CURRENT_DATE(),`Value1`) >365 AND <729 THEN '1-2 years'

WHEN DATEDIFF (CURRENT_DATE(),`Value1`) >181 AND <365 THEN 6 months - 1 year'

WHEN DATEDIFF (CURRENT_DATE(),`Value1`) > 0 AND <180 THEN '0-6 Months'
WHEN `Value1` IS NULL THEN 'Unassigned'
END)

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Beast Mode

Accepted answers

MarkSnodgrass

The issue is your AND statement in each sequence. You would need to re-state the DATEDIFF formula after the AND again.

You might consider re-writing it in reverse order and it would eliminate the need to have the AND statement because CASE statements exit after finding a match to the condition.

(CASE
WHEN DATEDIFF (CURRENT_DATE(),`Value1`) <180 THEN '0-6 Months'
WHEN DATEDIFF (CURRENT_DATE(),`Value1`) <365 THEN '6 months - 1 year'
WHEN DATEDIFF (CURRENT_DATE(),`Value1`) <729 THEN '1-2 years'
WHEN DATEDIFF (CURRENT_DATE(),`Value1`) <1094 THEN '2-3 years '
WHEN DATEDIFF (CURRENT_DATE(),`Value1`) > 1095 THEN 'Greater than 3 years'
ELSE 'Unassigned'
END)

Hope this helps.

user066906

I am now having trouble sorting the series using the above beast mode. I wrote the beast mode below and added the field to the sort section. The data is not sorting properly, I am set to no aggregation and I have also tried ascending and descending options. I do not see anything in properties that would be preventing the sort.

Does anyone have any thoughts as to how I can sort this data series?

CASE
WHEN `Value1` = '0-6 Months' THEN 1
WHEN `Value1` = '6 months - 1 year' THEN 2
WHEN `Value1` = '1-2 years' THEN 3
WHEN `Value1` = '2-3 years' THEN 4
WHEN `Value1` = 'Greater than 3 years' THEN 5
ELSE 10
END

All comments

MarkSnodgrass

The issue is your AND statement in each sequence. You would need to re-state the DATEDIFF formula after the AND again.

You might consider re-writing it in reverse order and it would eliminate the need to have the AND statement because CASE statements exit after finding a match to the condition.

(CASE
WHEN DATEDIFF (CURRENT_DATE(),`Value1`) <180 THEN '0-6 Months'
WHEN DATEDIFF (CURRENT_DATE(),`Value1`) <365 THEN '6 months - 1 year'
WHEN DATEDIFF (CURRENT_DATE(),`Value1`) <729 THEN '1-2 years'
WHEN DATEDIFF (CURRENT_DATE(),`Value1`) <1094 THEN '2-3 years '
WHEN DATEDIFF (CURRENT_DATE(),`Value1`) > 1095 THEN 'Greater than 3 years'
ELSE 'Unassigned'
END)

Hope this helps.

user066906

It looks like the suggested solution will solve my problem. Thank you for the suggestion.

user066906

Does anyone have any thoughts as to how I can sort this data series?

MarkSnodgrass

You need to use your DATEDIFF evaluation in your case statement and not value1 since that is just a date. It would look like this:

(CASE
WHEN DATEDIFF (CURRENT_DATE(),`Value1`) <180 THEN 1
WHEN DATEDIFF (CURRENT_DATE(),`Value1`) <365 THEN 2
WHEN DATEDIFF (CURRENT_DATE(),`Value1`) <729 THEN 3
WHEN DATEDIFF (CURRENT_DATE(),`Value1`) <1094 THEN 4
WHEN DATEDIFF (CURRENT_DATE(),`Value1`) > 1095 THEN 5
ELSE 6
END)

Drag this beast mode function into your sort and then you should see your card display correctly.