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1. Re: Calc Help
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
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test book3.twbx 39.9 KB
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2. Re: Calc Help
Mahfooj KhanAug 28, 2018 9:07 PM (in response to Barb Reiser)
1 of 1 people found this helpfulHi,
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
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3. Re: Calc Help
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