We want to create a pie chart that breaks out members by city. In our state there are only 2 major metropolitan areas that are fairly close to one another, Lincoln, and Omaha. The existing chart properties does allow us to create a chart that can report Lincoln, Omaha, and then the rest of state aggregated together. However, there are 2 caveats that we want to account for. First, analytics is case sensitive when considering strings, so anyone who inputs their city as LINCOLN or OMAHA is considered in the Other group. Second, there are several suburbs and outlying towns surrounding Omaha that we want to include with the Omaha number. I was hoping for a way to alter the formula for which city its designated as with some sort of CASE WHEN statement, but it appears you cannot alter formulas for chart categories. Has anyone played around with charts enough to know if this is possible?
Do you use Geo Areas? Those are defined by zip codes, which are not case sensitive, and are defined by you in a stored procedure and system table. I am not at all proficient in stored procedures, but I found it pretty easy to set up. That way you could use the Geo Areas in your pie chart instead of the city names.
Anne RobichauxCRM AdministratorThe Historic New Orleans Collection
This was exactly what I was looking for. Was not even aware this was a thing. I got that all setup and ready to go, now to just wait for analytics to update. Thanks so much Anne!
Great! You're welcome!