3 Replies Latest reply on Aug 29, 2018 5:45 AM by Barb Reiser

# Calc Help

I'm trying to create the % to goal calc. I have two groups of people, Sales Agent and Care Agent. Each one has a different target. How do I modify the calc to say if this person is a Sales Agent, use this target and this calculation, if the agent is a Care agent, use this target and this calculation.

I'm dividing the I-90 amount by the targets.

• ###### 1. Re: Calc Help

Hello Barb,

Please let me know if this is what you are looking for:

solution attached.

1 of 1 people found this helpful
• ###### 2. Re: Calc Help

Hi,

Find my approach below,

Create a calculated field called "Target"

CASE [Agent LOB]

WHEN "Care Agent" THEN [Care Agent Target]

WHEN "Sales Agent" THEN [Sales Agent Target]

END

Modify your existing % Goal calculation and use the [Target] field like this

SUM([1-90 Day Amount])/SUM([Target])

Let us know if this help.

Mahfooj

1 of 1 people found this helpful
• ###### 3. Re: Calc Help

Hi Nitin,

I only had to make a small adjustment to your formula to get it to work. I needed to change the SUM in front of Sales and Care agent to ATTR. The %'s appeared correctly that way.

IF ATTR([Agent LOB]) = "Sales Agent" THEN SUM([1-90 Day Amount])/ATTR([Sales Agent Target])

ELSEIF ATTR([Agent LOB]) = "Care Agent" THEN SUM([1-90 Day Amount])/ATTR([Care Agent Target])

END

Thank you!

Barb