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Level 3
February 22, 2018
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Calculate (Sum) eVar values

  • February 22, 2018
  • 12 replies
  • 8511 views

Hi there

I have an eVar that captures account Balance for each member, I'm trying to find a way to get the sum of the eVar values per selected time period. For example

I need a calculated metric to give me the sum of the Account Balance eVar which will be for our example above ($67)

Appreciate your help in advance!

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Best answer by Hyder_Ziaee

You can try one more thing.

Create a numeric 2 classification on Account Balances.

Set the value as the evar value itself.

If you like to multiply the evar value by the number of instances, then set the rate and hinge to instance. Otherwise set them to fixed.

example: here is my sample bogus data.

 

unitsInstances
87401120
61438111
310347109
820673100
83217100
691723100
3801199
5238896
84314896

I created a numeric 2 classification, and sent in these values depending on the first column:

       

Key~numeric2 test~numeric2 test^~id~~numeric2 test^~value~~numeric2 test^~period~~numeric2 test^~rate~~numeric2 test^~hinge~
8740187401874012015/01/01 - 2035/12/31instanceinstance
3801138011380112015/01/01 - 2035/12/31instanceinstance
6143861438614382015/01/01 - 2035/12/31instanceinstance
8321783217832172015/01/01 - 2035/12/31instanceinstance
8206738206738206732015/01/01 - 2035/12/31instanceinstance
5238852388523882015/01/01 - 2035/12/31instanceinstance
3103473103473103472015/01/01 - 2035/12/31instanceinstance
6917236917236917232015/01/01 - 2035/12/31instanceinstance
2614382614382614382015/01/01 - 2035/12/31instanceinstance
8431488431488431482015/01/01 - 2035/12/31instanceinstance
5798725798725798722015/01/01 - 2035/12/31instanceinstance

The date I have used is a large one which covers my historical timeframe and will work for the foreseeable future. You can keep what you like.

On uploading I can use the classification I have created as a metric:

As you can see it has multiplied the values with the instances. The total would be given at the bottom of the report. Those which are not classified (yet) are shown as zeroes. You can simply classify those values to correct them out.

Note that there is a limitation. Numeric 2 classification metrics are not available in Workspace or Ad Hoc

12 replies

Hyder_Ziaee
Adobe Employee
Adobe Employee
February 28, 2018

Glad that this helped.

You are correct, you will need to import a value for it to work. You can do a browser export for a time frame (do 3 to 6 months at a time and classify those value which are not classified yet.

-----

~account balance $ is an internal name. Not used anywhere except in classification. It is for your own identification. I chose to simply copy the key value over. Could be anything.

~account balance $^~value~ is the actual numeric value to which the rate (here instances) is being multiplied to. Changing this would result in a different setup. Your scenario required the key column to be copied over.

-----

Also if you require decimal places, you can create a calculated metric and set the decimal places to two.

Note that this numeric 2 classification metric would only be available when you are running the parent report. For any other report, it will not show up for selection.

Level 3
February 28, 2018

Yes I did create calculated metric to try to trick Adobe by calling the metric from Workspace, but it didnt work

Thanks again for your help. Looking forward to seeing numeric 2 metrics in worksplace and ad-hoc analytics