Freeform Table Breakdown auto apply

Question

Ho there!

Is there any hint on how to set up breakdowns to apply automatically to the items that appears in the table? I got a question from my mates: they have campaign codes for digital campaigns and would like to see pages breakdown where a quotes were requested. They select specific month, select all lines and apply breakdown, but while the date range is rolling every next time they see different set of campaign codes and not all of them are with breakdowns. I'm wondering if there is a trick of how to force Workspace to apply breakdowns to these new lines.

Thanks!

Jennifer_Dungan · Accepted Answer

Here's the trick I use...

When building my table, I try to get as many lines to show as possible (as close to the max 400 rows as I can (sometimes this just requires pulling back a few months or years of data), then I select all of those and do my breakdown. Just like you would normally do...

Now here is where the trick comes in, on the header of the dimension, I click on the gear... then I select "Breakdown by position"

The normal behaviour "locks" the breakdown to the value, so if you have:

value 1
- Breakdown...
value 2
- Breakdown...
value 3
- Breakdown...

Next month you with get:

value 4
value 5
value 1
- Breakdown...

However, if you lock it to the position.. the no matter what the values are, the breakdown will lock to position 1, 2, 3, 4 etc so you will get:

value 4
- Breakdown...
value 5
- Breakdown...
value 1
- Breakdown...

Because the breakdown is locked to the position, you now understand why I potentially pull many months or years of data... once the setting is changed, I change the date range back to something reasonable... so if there are only 5 values this month, and next month may have 10, all rows will maintain their breakdowns.

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