Creating indicator that tracks count of records expired, expiring in 90 days, and not expired

[KarrieDash]

How do I configure the data visualization and/or indicator to do the following:

I want to create a trendline data visualization using an indicator.

The indicator will take a monthly count of the number of records that are

- Expired

OR

- Expiring in 90 days

OR

- Not expired (date is more than 90 days from today)

The trendline will show the percentage of records that are expired, expiring in 90 days, or not expired.

[SVimes · Accepted solution]

I hope I'm not misunderstanding something here. Please clarify if I've missed the mark.

A single indicator would not accomplish this since you are measuring by dates and want a percentage.

If you have different fields and automation for capturing something like a true/false value for each of those conditions, you could have a single indicator with breakdowns, but I see this as a bit more cumbersome.

Instead, I would create separate indicators to collect and calculate those three things so I can drop them onto a visualization and set the metrics to a SUM+ or AVG+ aggregation.

1. Create separate automated indicators for daily collection of the three sets of data as well as a total
   • All active records (Need something as a baseline for calculations)
   • Expired active records
   • Active records within expiration window
   • Active records beyond expiration window
2. Create formula indicator(s) using the automated indicator collection for calculating the percentage
   • [Expired active records] / [All active records]
   • [Active records within expiration window] / [All active records]
   • [Active records beyond expiration window] / [All active records]
3. Create a visualization with the following settings:
   • Visualization type: Line | Spline
   • Data:
     • Data sources: Indicators needed
     • Metric: SUM+ for totals, AVG+ for percentages

[KarrieDash]

Thank you! Yes, that makes complete sense, especially since I see that I can add multiple Data Sources to a line data visualization.