Hi - following up on today's topic about hard-coding goals in a widget. We recently had a package that was set up as one event and it had separate goals for each price zone group. I created a widget that summarized sales by price zone group and needed to hard-code package # goals and % rev to sales goal. The key was to find something that distinguishes each row - in this case, the zone group rank. I will say ... I wouldn't share this widget with staff since the hard-coding is hidden in the formulas and therefore results are inaccurate when widget/dashboard filters are changed. But I did share it as a report to staff.
The goal uses the rank of each zone group to distinguish each row:
And the % to rev goal is similarly:
Odele
Hi Odele,
Thanks for posting this. I finally got a chance to look at this in analytics. I was trying to replicate your formulas in the Plans cube with Plan Type, in place of the Zone Group Rank. However, I kept getting an error and couldn't get it to work, even with a few variations to the formulas. I was wondering whether case statements only work with fields that have numeric values.
Does anyone have any suggestions of doing something similar hard coding goals based on Plan Type?
Thanks.
T.C.
Hi T.C.,
Yes, conditionals do require numeric expression tests. So try turning your condition into a numeric expression that will be unique for the Plan Type...
CASE WHEN MAX([Plan ID]) = ( MAX([Plan ID]) , [Plan Type = Annual Prospect] ) THEN 400000ELSE 0 END
When the maximum Plan ID for this row, is the same as the maximum Plan ID for the Plan Type = Annual Prospect row, then show 400,000...
Hi Chris,
I tried this and it works perfectly!
Thanks so much.