Setting Goals for each Quarter in Bar Chart
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?
Best Answer
-
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
ENDThere 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
endValue 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!
Aaron
MajorDomo @ Merit Medical
**Say "Thanks" by clicking the heart in the post that helped you.
**Please mark the post that solves your problem by clicking on "Accept as Solution"0
Answers
-
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
ENDThere 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
endValue 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!
Aaron
MajorDomo @ Merit Medical
**Say "Thanks" by clicking the heart in the post that helped you.
**Please mark the post that solves your problem by clicking on "Accept as Solution"0 -
Thank you! That worked.
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