How to make custom grouping in incorta


I'm looking to make customer grouping in the insight aggregated table. For example merge between MTD sales and MTD Target under one grouped section.

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  • Hi Wael Mostafa could you please provide a bit more information and sample data of what you are trying to achieve?

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  • Hi Wael,

    Anurag Malik recorded this great presentation on Time Intelligence at an Incorta Users Group Meeting.  It includes formulas that allow you to combine multiple MTD, QTD, etc. measures within a single aggregate table.  Take a look at the video and let us know if it answers your question.



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  • There is also a great Action on Insights session delivered by Anurag related to what Rich has above.



  • Thanks for sharing the above links, I'm talking about grouping format similar to the below figure

    • Wael Mostafa we may be able to do something like this. Does this work for you?

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      • Wael Mostafa
      • Savola Foods
      • Wael_Mostafa
      • 6 mths ago
      • Reported - view

      Anurag Malik That's it! How i can apply it?

    • Wael Mostafa This is a workaround using SQL (MV or Incorta SQL Table in 5.0).

      You can create a new table using SQL and create insight using Pivot Table. Sample SQL is shown below:


      'KSA "ADC+ AIC + USC"', 'YDA', product AS "Product", SUM(sales) AS "Target", SUM(profit) AS "Actual" FROM S1_B.sales GROUP BY 1,2,3



      'KSA "ADC+ AIC + USC"', 'MTD', product AS "Product", SUM(sales)*1.2 AS "Target", SUM(profit)*1.2 AS "Actual" FROM S1_B.sales GROUP BY 1,2,3



      'KSA "ADC+ AIC + USC"', 'YTD', product AS "Product", SUM(sales)*1.4 AS "Target", SUM(profit)*1.5 AS "Actual" FROM S1_B.sales GROUP BY 1,2,3


      Pivot table in analyzer mode:

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