Target line

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Hi I would like to show a target line for fy 24 (April 2023 to March 2024) and then start a new line starting for fy 25 (April 2024 then onwards)

Can I use one target line which moves from target - 20 up until March 2024 the target 11 - from April 2024 onwards.

Best Answers

  • david_cunningham
    edited May 6 Answer ✓
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    @Patricia_Zavisky - here is how you would need to set this up to achieve 2 distinct lines.

    You would need to define a series for each FY goal. You could do this in either your base dataset, an ETL, or in a Beast Mode. Example below.

    Example output.

    Alternatively, you could make use of a bullet chart to avoid having to map the FY series.

    With both of these options you can adjust the date grain to show by month, quarter, year, etc. If you choose to show by year, make sure you have your FY settings enabled with Domo to choose the "Fiscal Year" option.

    David Cunningham

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  • david_cunningham
    edited May 6 Answer ✓
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    So my recommendation would be to use the built in Fiscal Year feature offered by Domo. You can set this up by emailing your CSM and Domo Support. See the below linked support article that details the information you will need to supply.

    Alternatively, you could also use a date dimension dataset joined up to your base dataset in an ETL. This date dimension dataset would define the FY months.

    If you set up the FY feature, you can use the built in date grain functionality offered by Domo.

    If you are set on using a beast mode, you could accomplish it using something like this. Remember to either set your aggregation of FY goal as an average, or split the total into monthly amounts if you are evaluating by month and want to sum.

    CASE
    when MONTH(date) in (4,5,6,7,8,9,10,11,12) then CONCAT('FY ',YEAR(date))
    when MONTH(date) in (1,2,3) then CONCAT('FY ',YEAR(date)-1)
    end

    David Cunningham

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Answers

  • david_cunningham
    edited May 6 Answer ✓
    Options

    @Patricia_Zavisky - here is how you would need to set this up to achieve 2 distinct lines.

    You would need to define a series for each FY goal. You could do this in either your base dataset, an ETL, or in a Beast Mode. Example below.

    Example output.

    Alternatively, you could make use of a bullet chart to avoid having to map the FY series.

    With both of these options you can adjust the date grain to show by month, quarter, year, etc. If you choose to show by year, make sure you have your FY settings enabled with Domo to choose the "Fiscal Year" option.

    David Cunningham

    ** Was this post helpful? Click Agree 😀, Like 👍️, or Awesome ❤️ below **
    ** Did this solve your problem? Accept it as a solution! ✔️**

  • Patricia_Zavisky
    Options

    Hi Thanks. If I wanted to create in Beast mode what that formula look like?

  • david_cunningham
    edited May 6 Answer ✓
    Options

    So my recommendation would be to use the built in Fiscal Year feature offered by Domo. You can set this up by emailing your CSM and Domo Support. See the below linked support article that details the information you will need to supply.

    Alternatively, you could also use a date dimension dataset joined up to your base dataset in an ETL. This date dimension dataset would define the FY months.

    If you set up the FY feature, you can use the built in date grain functionality offered by Domo.

    If you are set on using a beast mode, you could accomplish it using something like this. Remember to either set your aggregation of FY goal as an average, or split the total into monthly amounts if you are evaluating by month and want to sum.

    CASE
    when MONTH(date) in (4,5,6,7,8,9,10,11,12) then CONCAT('FY ',YEAR(date))
    when MONTH(date) in (1,2,3) then CONCAT('FY ',YEAR(date)-1)
    end

    David Cunningham

    ** Was this post helpful? Click Agree 😀, Like 👍️, or Awesome ❤️ below **
    ** Did this solve your problem? Accept it as a solution! ✔️**