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Not applicable

Restrict dimension values but show all of them

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:

fcast.PNG

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?

1 Solution

Accepted Solutions
sunny_talwar

See if this is somewhat helpful: (PFA)

Table.PNG

Best,

Sunny

View solution in original post

10 Replies
sunny_talwar

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

Not applicable
Author

Nope, shows all the values in the dimension. But thanks for the suggestion.

sunny_talwar

Would you be able to post a sample?

Best,

Sunny

sunny_talwar

You are right, it doesn't work. Just tested it out. Will try another method.

Best,

Sunny

bgerchikov
Partner - Creator III
Partner - Creator III

In Dimension Tab select "Show All Values"

It should help

Not applicable
Author

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.

sunny_talwar

See if this is somewhat helpful: (PFA)

Table.PNG

Best,

Sunny

bgerchikov
Partner - Creator III
Partner - Creator III

Kevin,

Show all Values supposed to work for the calculated dimensions.

Another option is using List Of Values as a dimension.

Not applicable
Author

Thanks, Sunny, that's a great hack!