I am attempting to build a freeform table in CJA that tracks how many events where disposition = sent a specific person had per day, over a week or month.
I have created a derived field which accurately does this using logic: case when disposition = sent, set = 1, then summarizing on person.
If I pull the derived dimension into a freeform table with the date range being a week (ex 9/1-9/7), then it will accurately tell me how many people had 1, 2, 3, etc sent dispositions over the course of the whole week. The problem is, I want to see specifically, how many sent dispositions a person had per day, and then see multiple days over the course of the week in the same table (see screenshot attached for context of what I want the table to look like, with day as the rows and the columns being possibilities of number of sent dispositions). However, when I do this, instead of aggregating a person's sent dispositions over the specific days, it is aggregating them over the week set in the date range.
Is there a way I can have this derived field apply to only one day, while also seeing it within the same table as other days?
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Hi @WilliamBr6,
Yeah, you can use the CASE WHEN Functionality in a derived field to utilize the Date within that. Either you need to use an exact date or a specific Date range within the derived field.
Let me know if you need further assistance.
Good Luck..!
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Would you say that it is not possible to have a general derived field that could be applied to multiple dates across a week/month? The use case is to have a daily report of emails sent per person. With the current solution this would only work when the date range is changed to the specific day we are looking at.
Thanks!
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Hi @WilliamBr6,
Correct me If I'm wrong.
You just want to have the derived field apply to only one day, while also seeing it within the same Freeform table as other days for the same week?
This is possible. You can use Rolling date ranges option in advanced settings, so just need to create 2 date ranges depending on your requirement (ex; Sunday and Monday to Saturday).
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