chrissy Member

Hi @MichelleH - Thanks for your reply. The issue to limiting rows based on a number (vs. a top 20 ranking) is that charts will go on different dashboards for clients, who each out have a different number of insurances. For example, Client A may have 10k insurances in their number 20 slot, where client B may have 400. Is…

@MichelleH - Thanks! That worked! I was able to run it! Unfortunately, I am still running into some issues. When I try to recreate the graph and have it sorted by the top 20 (by value) it still doesn't show the accurate results… do you know why ?

Hi @MichelleH - Thank you for the video, I found it very helpful. And thank you for your patience. I tried to do what was suggested but I'm still unable to run or preview the dataset. Below is how I set it up if you have any advice. Thanks!

Hi @MichelleH - Thanks for all your help with this. I created a "Group By" formula to count the distinct appointments (aka Total Activity) and then did a Rank and Window to put the insurance names in ascending orders. When I try and the ETL, it says "Saved but incomplete. Cannot be run until all actions are configured…

Hi @MichelleH - Thanks for your help. I'm trying to do this in Magic ETL. The total activity formula is : Count(DISTINCT appointment_id). However, it looks like there isn't a formula option for count distinct. When I validate it also shows up as an error. Do you have any suggestions? Thanks!

Hi @MichelleH - Unfortunately it does not, it just rearranges the numbers again

Hi @MichelleH - Total activity is a beastmode I did, counting distinct appointments. It doesn't show up in the Rank & File option. When I go back into the chart, sort by total activity and limit the row count, it does not capture all the datapoints. Do you have any other suggestions on how to best proceed? Thanks!

Hi @MichelleH Thank you for your help. I tried to create the magic ETL but ran into issues. Do you have any suggestions? Thanks!

Hi @RobSomers Thanks for your help. I tried to do what you suggested, but struggled. I am probably doing the forumla wrong. As you can tell (in the screenshots) it still did not sort by hours. I tried the other two beast mode recommendations you and Michelle recommended but it still wouldn't sort by hour. Do you have any…

Hi @MichelleH - I currently don't have anything sorted - outside of having the pivot table showing the total value from top down (screenshot included). Is there a better way to do this ? Thanks !!

HI @TomOccon Thanks for your reply. When I try limiting the rows, it doesn't show the top by count and also shows only the month of January (the first screen shot). I'm not sure what's going on here.