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brian_994811
brian_994811
Contributor ⭐️⭐️
July 14, 2016
Question

How to report on CTA's opened vs CTA's closed

  • July 14, 2016
  • 11 replies
  • 230 views
I need a single bar graph with 2 side-by-side measures, grouped by CSM.

The 2 measures are Count of CTA's opened, and Count of CTA's closed, within a time period.

I can figure out no way to do this other than creating a whole other "snapshot" table, with fields for "Total Opened" and "Total Closed". This would need triggers to keep it maintained in real-time. Those triggers alone would be a ton of work to implement, and I want to avoid that if possible.

Another option was to create a granular table with a separate record for each CTA Open and CTA closed event. This would be slightly easier to set up, but then I could only build the graph as a stacked bar graph, not a grouped side-by-side bar graph.

I can't be the first person to ever conceive of this report, and I figured there would have been some way to do it.

    11 replies

    smorrisgainsightcom
    smorrisgainsightcom
    Helper ⭐️⭐️⭐️
    July 14, 2016
    Hi Brian:

    I just built this report, and I think it would meet what you're trying to do.  Feel free to take a look at it and let me know if so.  You can see the source object as well as fields I used for it.



    Thanks
    Scott
      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      July 14, 2016
      Hey Brian,

      I started working on this one before I saw Scott's response. Scott is very fast!

      Since it's not a duplicate, I'll post it anyway. A slightly different way to look at the data.

      VP of Customer Success at Forcepoint
        brian_994811
        brian_994811Author
        Contributor ⭐️⭐️
        July 15, 2016
        Hi Scott thanks for the response! That is also a good approach, but we're really looking for more of an Activity report, rather than a snapshot of how many CTA's are currently open and closed. I will pass this along though, I'm sure we can use something like this too.
        brian_994811
        brian_994811Author
        Contributor ⭐️⭐️
        July 15, 2016
        Hi Dan, that looks like exactly what I'm trying to produce.

        How did you create those two fields "Created CTAs" and "Closed CTAs"?
        dan_ahrens
        dan_ahrens
        Expert ⭐️⭐️⭐️
        July 15, 2016
        Hi Brian,

        I just realized that when I changed the display names (to make the chart cleaner) it did change the data field and aggregation name. 

        Here is the way to do this (without the edits). The "show me" fields are Created Date and Closed Date and aggregation on Count. 

        VP of Customer Success at Forcepoint
          brian_994811
          brian_994811Author
          Contributor ⭐️⭐️
          July 15, 2016
          Oh cool, that's clever, I never thought of counting the Date values!

          I was able to set it up like that, thanks a lot guys 🙂
          sara_hoeffler
          sara_hoeffler
          Contributor ⭐️⭐️⭐️⭐️⭐️
          July 15, 2016
          Very cool-- stealing this idea 😉  Thanks all!
            aviv_caspi
            aviv_caspi
            Contributor ⭐️⭐️⭐️⭐️
            August 17, 2016
            I have a question in this matter as well:

            As written in this thread we can use reports in order to track # of CTAs closed and opened.

            Also, I know that we can track that Data by using the Usage MDA.

            What are the advantages of using the MDA table instead of just create reports?

            Thanks!
            aviv_caspi
            aviv_caspi
            Contributor ⭐️⭐️⭐️⭐️
            August 17, 2016
            I have a question in this matter as well:

            As written in this thread we can use reports in order to track # of CTAs closed and opened.

            Also, I know that we can track that Data by using the Usage MDA.

            What are the advantages of using the MDA table instead of just create reports?

            Thanks!
            ray_anthony_calma
            ray_anthony_calma
            Contributor ⭐️
            February 17, 2017
            Hi Scott, thank you for this. Question though, do we need a certain level of access or permission to create this? Say, do we need to be an admin or something?
            Show more replies
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