Setting Goals for each Quarter in Bar Chart

user07653
user07653
in Magic ETL

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

 

Capture.JPG

 

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

  • AS
    AS Coach
    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
    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.

    goals.PNG

    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!

    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"

Answers

  • AS
    AS Coach
    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
    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.

    goals.PNG

    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!

    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"
  • user07653
    user07653

    Thank you! That worked.

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