0

How to make custom grouping in incorta

Hello,

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.

7replies Oldest first
  • Oldest first
  • Newest first
  • Active threads
  • Popular
  • Hi Wael Mostafa could you please provide a bit more information and sample data of what you are trying to achieve?

    Like 1
  • 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.

    https://incorta-2.wistia.com/medias/526f9j2y07

    Rich

    Like 1
  • There is also a great Action on Insights session delivered by Anurag related to what Rich has above.

     

    https://community.incorta.com/t/h7h81sl/icymi-action-on-insights-time-intelligence-with-incorta

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

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

      Like 1
      • Wael Mostafa
      • Savola Foods
      • Wael_Mostafa
      • 12 days ago
      • Reported - view

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

      Like
    • 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:

      SELECT

      '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

      UNION ALL

      SELECT

      '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

      UNION ALL

      SELECT

      '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:

      Like 1
Like Follow
  • 12 days agoLast active
  • 7Replies
  • 27Views
  • 5 Following

Product Announcement

Incorta 5 is now Generally Available