Can someone help me with this Beast Mode using CASE Statement using FIXED(BY) Formula?

joshnoyes

I am trying to create a beast mode that looks at different criteria to only sum certain data. I have tried multiple ways to write this, but I cannot get it to work the way I want it to.
If I write it this way, the formula works however it only displays the data from the else portion and ignores the other criteria.

CASE WHEN Coop Event = 'Aug 2024 Moto Coop 2' THEN
SUM(CASE WHEN SUM(OrderGrandTotal) FIXED (BY MpowerOrder) < 963 THEN 0 ELSE SUM(OrderGrandTotal) FIXED (BY MpowerOrder)-963 END)
WHEN Coop Event = 'Aug 2024 Moto Coop 1' THEN
SUM(CASE WHEN SUM(OrderGrandTotal) FIXED (BY MpowerOrder) < 463 THEN 0 ELSE SUM(OrderGrandTotal) FIXED (BY MpowerOrder)-463 END)
ELSE SUM(SUM(OrderGrandTotal) FIXED (BY MpowerOrder))
END

If I write it his way which makes sense to me the formula validates correct but it gives me this error which is not accurate.

An invalid column was specified in your request (the column does not exist on the DataSet). 

all of my columns are valid. I am hoping someone can help me to determine how to correctly write this.

SUM(CASE WHEN (Coop Event = 'Aug 2024 Moto Coop 2' AND SUM(OrderGrandTotal) FIXED (BY MpowerOrder) >= 963) THEN SUM(OrderGrandTotal) FIXED (BY MpowerOrder)-963
WHEN (Coop Event = 'Aug 2024 Moto Coop 1' AND SUM(OrderGrandTotal) FIXED (BY MpowerOrder) >= 463) THEN SUM(OrderGrandTotal) FIXED (BY MpowerOrder)-463
WHEN (Coop Event = 'May 2024 Coop') THEN SUM(OrderGrandTotal) FIXED (BY MpowerOrder)
ELSE 0
END)

ArborRose

It appears you may be having trouble because of the nested aggregation (SUM within a SUM). Try this:

CASE

  WHEN Coop Event = 'Aug 2024 Moto Coop 2' THEN

    SUM(CASE WHEN OrderGrandTotal >= 963 THEN OrderGrandTotal - 963 ELSE 0 END) FIXED (BY MpowerOrder)

  WHEN Coop Event = 'Aug 2024 Moto Coop 1' THEN

    SUM(CASE WHEN OrderGrandTotal >= 463 THEN OrderGrandTotal - 463 ELSE 0 END) FIXED (BY MpowerOrder)

  WHEN Coop Event = 'May 2024 Coop' THEN

    SUM(OrderGrandTotal) FIXED (BY MpowerOrder)

  ELSE

    0

END

joshnoyes

Thanks for the quick response. I tried your suggestion and again the formula validated ok but the card is displaying this error.

ArborRose

You could try to "debug" the issue by simplifying and testing aggregation separately

SUM(OrderGrandTotal) FIXED (BY MpowerOrder)

And testing the logic without the aggregation:

CASE 

  WHEN Coop Event = 'Aug 2024 Moto Coop 2' THEN 

    CASE 

      WHEN OrderGrandTotal >= 963 THEN OrderGrandTotal - 963

      ELSE 0 

    END

  WHEN Coop Event = 'Aug 2024 Moto Coop 1' THEN 

    CASE 

      WHEN OrderGrandTotal >= 463 THEN OrderGrandTotal - 463

      ELSE 0 

    END

  ELSE OrderGrandTotal

END

This will help you validate the logic before aggregating. You might also consider occurrences of null values. Using coalesce to convert null values to zero to see if you have data gaps disrupting the calculations.

COALESCE(OrderGrandTotal, 0)

joshnoyes

so I tried both the aggregation and tested the logic without aggregation as you mentioned above. they both validated and produced a value but not the value I was looking for. I also validated there are no NULL values in the data but still tested your suggestion.

For some background, the way the data is arranged is each 'MpowerOrder' number is broken out into multiple rows for each location on the order. I am looking to see if each overall 'MpowerOrder' total is more than either 963 or 463 depending on the 'Coop Event' field. this is why I am using the FIXED BY in my formula so I can get the total order amount. I believe this is what is making it most difficult.

Any further suggestions you might have would be greatly appreciated.

ArborRose

How about doing it this way?

CASE

  WHEN Coop Event = 'Aug 2024 Moto Coop 2' THEN

    SUM(CASE

      WHEN SUM(OrderGrandTotal) FIXED (BY MpowerOrder) >= 963 THEN SUM(OrderGrandTotal) FIXED (BY MpowerOrder) - 963

      ELSE 0

    END) FIXED (BY MpowerOrder)


  WHEN Coop Event = 'Aug 2024 Moto Coop 1' THEN

    SUM(CASE

      WHEN SUM(OrderGrandTotal) FIXED (BY MpowerOrder) >= 463 THEN SUM(OrderGrandTotal) FIXED (BY MpowerOrder) - 463

      ELSE 0

    END) FIXED (BY MpowerOrder)


  ELSE SUM(OrderGrandTotal) FIXED (BY MpowerOrder)

END

joshnoyes

I appreciate it ArborRose but this one also gives the below error. I am wondering if the calculation is just too much for Beast Mode to handle.

ArborRose

Can you process this through a Magic ETL?

joshnoyes

yes I was thinking I may need to try it that way next. thanks for your help.