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Weekly updated/appended CSV with multiple brands, how to get this into a line/bar chart?

This is probably a simple question, but I just don't get it. It may have to do with the layout of my data, I think I'm just missing something basic. I hope someone here can help.

I have access to a CSV that exports one line for each of the brands every week, and appends the new data every week. The columns in the CSV are Brand name, Total opt-ins, Weekly opt-ins and Weekly opt-outs. So let's see that after 2 weeks, it looks something like this (never mind the dates, 25th should have been 23rd):

From this, I would ultimately like to create 2 types of Klip, but let's start with the most important one: a line chart with all 4 brands in it as different color lines, where date is on the X axis and the number of total opt-ins is on the Y axis.

After watching the tutorial video on bar/line charts, I selected the Date column as X axis, did a group on repeating labels, and filtered out the word 'Date' as well as empty lines (somehow the CSV is UTF16, it's coming from Salesforce Marketing Cloud, and in the data source view it's showing empty lines in between the data). The Y axis seems to be automatic, as I can't select anything there, so I thought I'd just have to configure the series (as in, create series and set one brand as each series). But how do I 'select' the opt-in value for each brand?

-edit- I ran into some problems because the file is UTF-16. After converting to UTF-8 things got better, but I'm not quite there yet. What I did was define a series and then use the function:

LOOKUP("Brand1",@A:A,@B:B)

Where it gets confusing is to combine it with the date. When I define the date and group by it, it shows the correct value for Brand1, but shows a value of 0 on the first date. So I'm probably thinking wrong...

2 comments

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    Avatar
    Janice Janczyn

    Hi Michel,

    Your scenario sounds ideal for PowerMetrics where your chart could be segmented automatically by brand.

    If you want to build a klip though, you would have to create 4 series, 1 per brand and each would use the following formula (changing Brand x as needed)

         IF( @A:A = "Brand x", @B:B, 0 )

    Because your x-axis is grouped, the series are automatically aggregated. By default, aggregation for numbers is set to sum, if you need to change the type of aggregation, go to the Properties tab for each series and change the Aggregation setting.

    If you're still having issues with the encoding (UTF-8/-16), please email support@klipfolio.com.

    Thanks,
              Janice

  • 0
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    Michel Hendriks

    Hi Janice,

    This indeed works perfectly, thanks so much! I had to encode the CSV to UTF-8 and reconfigure the data source for it to work, which is not a long term solution but at least I was able to finish my proof of concept.

    I did email support about my issue, but their answer so far is that they're "not sure" if UTF-16 is supported, which to me is an unsatisfying answer. Hopefully they will get back to me soon with something more definitive. Especially since the encoding field in the data source configuration is an open input field, and not limited to a certain number of choices. 

    Anyway, thanks again for your help, I'll await further news from support!

    Michel

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