Hi - I’m looking to see if there is a way to create a double line chart that shows
An aggregated Line of Business Revenue of DC, CC, and DB
An aggregated Line of Business Revenue of DC, CC
The format of the sample data is as follows: Month, LoB (Debt Cards, Credit Cards, and Deposit Boxes) , Revenue, Margin.
I’ve tried to utilize an ifelse(locate) function, but it seems that only one categorization can be appended. Not sure if there is another way to do this.
As I understand, the LOB column has values ( Debt Cards, Credit Cards, and Deposit Boxes ) . You can create create calculated fields based on the required grouping. Use them as part of the line chart.
Can you explain what you are trying to achieve using the ifelse(locate) logic ??
Here is an example
1/ 2 calculated fields created based on grouping1 ( Retail and Tech ) , grouping2 (Energy and Finance )
2/ The same visualized in a line chart .
3/ Calculated field Sales_Retail_Tech sumIf(Sales,in(Industry,['Tech','Retail']))
Simply looking to compare what the net/gross/margin of the total LoBs is against not including one LoB (DB in this case).
Sumif is working for aggregating the total revenue of the LoBs with two calculated fields, but running into issues calculating the margins, which I have as sum(net)/sum(gross), given nesting aggregate functions is not allowed.
My usage of ifelse(locate) was to create segmentations of Total Business Margin (CC, DC, and DB) vs Total Business Margin excluding DB (CC and DC). Margin is a calculated field added in with net/billing.
My attempt is below, but it didn’t seem to work as intended: