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Group two datasets and join them
I have two excel files one includes sales data and line items of products sold in each invoice, the other sheet I have is the freight charges per invoice. I want to be able to sum the freight and sales totals on both sheets and group them by the invoice number on a combined sheet. Is this possible? I sort of started with…
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Can I move a tabs card to another page on an app?
I have a tabs card on my table with several tabs and several cards within each tab, I want to make a new page on the app and move a few of my tab cards to this new page. It doesn't seem like there is any way to move it like standard cards or save as in another area? Does anyone know a way to do this so I don't have to…
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Hyperlink in default drill path table?
Hey guys I am running into a weird issue when I try to include my hyperlink column into my default drill table. Normally I create a beastmode to hyperlink account names that will take you to the corresponding Salesforce record. This is how it looks if I create a normal table card (blurred most out for privacy) you can see…
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Average time to response but how do I not include weekends?
I am making a dashboard summarizing some trends with Jira tickets and trying to create a metric card that shows the current average time to first response, I am using this formula (which I think I got off this forum): CONCAT( case when ROUND((((86400DATEDIFF([CHART] Date of First…
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Create a date field from separate month and year fields
I have a data set that for some reason has a field for month and a field for year but does not have any date column. Is there a way to string this together in a beastmode to create a date by using the first of every month? Like "01/"&Month&Year?
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Adding Sort to Custom Values
Hi, I have a card that identifies days since last activity date: Days Since Last Activity Date: DATEDIFF(CURDATE(),Enrollment Initiative: Last Activity Date) And I made a bar chart with a custom range using this beast mode: CASE WHEN Days Since Last Activity<7 then '<7' WHEN Days Since Last Activity<30 THEN '7-30' WHEN…
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Create Bar Chart with Current Month Vs Previous Month?
Hello, I have a data set of invoices that I want to compare in a bar graph where one bar is March and the other bar is Feb. I think I can do this with a beast mode but I think my syntax is off. Case when Title LIKE '%OTT%' Then 'OTT' AND MONTH(Date) = CURRENT_DATE(MONTH(Date)) THEN 'Current Month' Case when Title LIKE…
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Keep Columns After Using Group By Tile in ETL
I haven't played around with the group by tile yet so this might be a very simple answer I overlooked. But why do all of my columns disappear and leave only the columns I identified in the group by tile from my data after I use this function? I know I could join the data back in but I was assuming I was using it wrong.…
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Identify percent of people attending current event
I am currently trying to gauge how many consistent event attendees are attending our upcoming show. For context, we have 2 events every year and every registration for an event is on a separate record which I have categorized by year between 2021-2024. I am trying to roll this up into a table that gives us a percentage of…
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Flag percent of change when it goes negative
Hello, as the title says I am trying to figure out a beast mode or add an additional column in a view/etl to flag a member when they logged in fewer times this current month compared to the previous month. I manually upload the month's numbers at the end of the month so we are measuring trends and wanting to reach out to…
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Transpose columns into multiple rows
I have this data set: Member ID 23-Jan 23-Feb 23-Mar 23-Apr 22-Jan 22-Feb 22-Mar 22-Apr 123 33 41 23 23 32 32 34 34 456 4 15 15 15 6 6 2 2 789 2 4 8 8 8 4 8 12 111 24 24 26 26 27 22 27 27 222 3 12 12 13 14 14 12 12 333 2 1 1 444 2 2 2 5 6 8 10 11 The date columns represent the amount of logins to their account by month. I…
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Mimic Vlookup in Dataset?
As the title says, I am trying to mimic a vlookup on a dataset. I am using an ETL that is connecting different membership logs from SF. Basically every time a member leaves or joins it creates a new log. On one dashboard we are looking at data based on all the members who joined this year but also left this same time…
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Making a formula that produces value from another column when conditions are met
Hi, I am trying to make a formula I feel like I have built a million times and for some reason, this is not working for me. Can someone tell me what is wrong with this formula? I am just trying to make a new column in a view that basically says if the "Current Log" checkbox is checked and if the "Website Status" is…
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Can I make a grouped bar chart with 2 series/categories?
Hello! I am currently trying to make a grouped bar chart that is also stacked. In this scenario I want to compare our power and core members and within those groups how many of each are a website client with us. If they are a website client, I want that bar to be stacked to show what type of website that member has. This…
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Has anyone used Illustrator to create an SVG for custom filter charts successfully?
I have been trying to create a custom chart for a few weeks with little success. I have used this guide found on a forum here to help me. I initially tried Inkscape, but it was less successful than Illustrator for me. I have gotten it so close at this point but I can't figure out why some of the regions are uploading…
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Can I combine columns to create one column for a pie chart/bar graph visual?
In Salesforce, about 9 checkbox fields track whether a member signed up for that specific event. For example: But when creating a pie chart or bar graph, this becomes problematic because they are all separate rows. Is there a way to combine the data so I can have a member count for how many members signed up for Event 1…
