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
Hi Anne, do you or anyone else reading this know if these could be configured for non-US organisations? The entries in TR_GEO_AREA in our Tess instance all look like centred around New York/Boston. Or is there any UK organisation reading this already using them?
The examples that come pre-set up are based on what I'm guessing the Met Opera used, but they can be customized to whatever you want. In the US, our postal codes are all numeric, so it was very easy for me to set it up for areas relevant to us (Greater New Orleans area, Texas, Florida, etc.) with ranges, but if you can write code to encompass the postal codes you are looking for it should work for UK.