Unlock a world of possibilities! Login now and discover the exclusive benefits awaiting you.
We use a field "Stage" to track where a sale is from start to finish. There are about 30 different values for Stage, but the main five are
00 - Lead, 20 - Sales Opp, 40 - Discovery, 60 - Solution, 80 - Forecast Sale.
My dimension is:
If(mixmatch(left(STAGE,2),'00','20','40','60','80')>=1, STAGE, Null()),
with "Suppress if value is null" selected. Works great, if the rep has a sale at every stage.(the only expression is "Sum(Forecast)")
However, if a rep has no opportunities at, say, 40, that value doesn't show up in the chart, eg:
I've unchecked "Suppress Zero Values" and "Suppress Missing" on the Presentation tab. Is there any way to show the missing stages with a total of $0?
Try this may be as your expression:
=Sum({<STAGE = {'00 - Lead', '20 - Sales Opp', '40 - Discovery', '60 - Solution', '80 - Forecast'}>} Forecast)
and use STAGE (Complete list of STAGE) as dimension and don't suppress the null.
HTH
Best,
Sunny
Nope, shows all the values in the dimension. But thanks for the suggestion.
Would you be able to post a sample?
Best,
Sunny
You are right, it doesn't work. Just tested it out. Will try another method.
Best,
Sunny
In Dimension Tab select "Show All Values"
It should help
Sorry, Boris, I explicitly do NOT want to show all values, just five. I tried setting the unwanted to null, as in my first post, but that didn't work.
Then I thought, create a flag in the script (ACTIVE) if the STAGE is one of the five I want, soI tried:
If(Active, Stage)
but for a calculated dimension, it appears you CANNOT select "show all values". Same result as in my first post.
See if this is somewhat helpful: (PFA)
Best,
Sunny
Kevin,
Show all Values supposed to work for the calculated dimensions.
Another option is using List Of Values as a dimension.
Thanks, Sunny, that's a great hack!