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SColeman9
Participant

Dataset issue combining aggregate and non-aggregate properties

SOLVE

I am trying to create a Run Rate% that estimates a revenue percent based on forecast with the following dataset properties:
- Q1 QTD Sum: Sum of revenue numbers from about 100 companies

- Days Elapsed in Q1 25: a calculated dataset property (verified) that counts the number of days from 1/1/25 to today

- 90: Number of days in Q1
- Current Q1 Forecast Sum: Sum of 100 Companies Qtrly forecast

 

The problem is that the formula won't let me combine aggregate (I guess SUM) from non-aggregate dataset properties. See below.  Today the number in the expression, [Days Elapsed in Q1-25] is a verifiable 17, however I must be missing a qualfier to translate it from #days to a number.

 

I would appreciate any help.  Thanks!

 

SColeman9_0-1737227835712.png

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2 Accepted solutions
BérangèreL
Solution
Community Manager
Community Manager

Dataset issue combining aggregate and non-aggregate properties

SOLVE

Hi @SColeman9, I hope that you are well!

Thanks for asking the HubSpot Community!

I'd love to put you in touch with some of our Top Experts and Community Members: Hi @nthatcher-airbr, @Thrive, @basil, @Shuler, @bCubbit, @RSchweighart, @BRitter, @JTBuys and @Bryantworks do you have suggestions to help @SColeman9, please?

Also, I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, including hopping on a screenshare if necessary.

Have a great day and thanks so much! ❤️

Best,
Bérangère


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RSchweighart
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Dataset issue combining aggregate and non-aggregate properties

SOLVE

Hi @SColeman9

 

Would you be able to provide screenshots as to how your three calculated properties are calculated?

 

There is a string_to_number function if one of your properties is a string, but I don't think that's the case.

 

When I input some arbitrary numbers, it calculates:

RSchweighart_0-1737672596941.png

 

 

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier. 

View solution in original post

0 Upvotes
3 Replies 3
RSchweighart
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Dataset issue combining aggregate and non-aggregate properties

SOLVE

Hi @SColeman9

 

Would you be able to provide screenshots as to how your three calculated properties are calculated?

 

There is a string_to_number function if one of your properties is a string, but I don't think that's the case.

 

When I input some arbitrary numbers, it calculates:

RSchweighart_0-1737672596941.png

 

 

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier. 

0 Upvotes
SColeman9
Participant

Dataset issue combining aggregate and non-aggregate properties

SOLVE

Thanks very much Ryan - I figured out the issue, so I'm all set.

0 Upvotes
BérangèreL
Solution
Community Manager
Community Manager

Dataset issue combining aggregate and non-aggregate properties

SOLVE

Hi @SColeman9, I hope that you are well!

Thanks for asking the HubSpot Community!

I'd love to put you in touch with some of our Top Experts and Community Members: Hi @nthatcher-airbr, @Thrive, @basil, @Shuler, @bCubbit, @RSchweighart, @BRitter, @JTBuys and @Bryantworks do you have suggestions to help @SColeman9, please?

Also, I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, including hopping on a screenshare if necessary.

Have a great day and thanks so much! ❤️

Best,
Bérangère


Join us on March 27th at 12 PM for the Digital Essentials Lab, an interactive session designed to redefine your digital strategy!
Engage with expert Jourdan Guyton to gain actionable insights, participate in live Q&A, and learn strategies to boost your business success.
Don't miss this opportunity to connect and grow—reserve your spot today!


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres! !
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