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

    Calc Help

    Barb Reiser
    Barb Reiser Aug 28, 2018 6:55 PM

      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.

      • 134 Views
      • Categories: Calculations
      • Tags:
        • 1. Re: Calc Help
          Nitin Paighowal
          Nitin Paighowal Aug 28, 2018 7:19 PM (in response to Barb Reiser)

          Hello Barb,

           

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

          solution attached.

          Please mark it as correct answer if that helped

          1 of 1 people found this helpful
          • 2. Re: Calc Help
            Mahfooj Khan
            Mahfooj Khan Ambassador Aug 28, 2018 9:07 PM (in response to Barb Reiser)

            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
              Barb Reiser
              Barb Reiser Aug 29, 2018 5:45 AM (in response to Nitin Paighowal)

              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