# calculate percent of revenue goal achieved vs prior year revenue

**Vincent Atwood**May 24, 2013 8:48 AM

I am trying to figure out how to calclate a revenue goal percentage by Year, Quarter and Month to Date. The goal is 5% over last year-to-date amounts.

I have a date filed "[BILL_DT]", a revenue field "[BOOKED_AMT]", and a calculated Goal field named "[GOAL BOOKED * 1.05]" with the calculation: ( [BOOKED_AMT]*1.05 )

Here's an attempt at an explanation - but it might be eaiser to jump to the screen shots below (also attached file) which shows the results I'm seeing, and the results I'd like to see.

If I put BILL_DT in Columns, and BOOKED_AMT and [GOAL BOOKED * 1.05] as Measur Values:

- the Goal actually shows up in 2012 ($3,538), this should actually be the 2013 Goal.

- the 2013 Goal ($1,430) is actually the booked_amt for 2013 * 1.05, which I don't want - that's actually just giving me the current year's revenu plus 5 percent.

- the 'Difference in GOAL BOOKED number shows up as $2018 (regarless of the Relative to.. postion I select) which is not what I'm looking for. It's subtracting the 2012 GOAL BOOKED value from the 2013 GOAL BOOKED value. I need this years GOAL ($3,538) minus this years BOOKED ($1,361), which should be -$2,176 (letting the sales rep know he/she has $2,176 to make up by year's end in order to meet goal).

- the % Difference is also not what I'm looking for. It's calculating 2013 BOOKED vs. 2013 GOAL. I want to calculate 2013 BOOKED vs. 2012 GOAL

which would give me -62%, not -59.99%

What I'm lookin for is the GOAL BOOKED value for this year (in this case it's located in 2012 column - $3,538) minus this years 2013 BOOKED_AMT ($1,361). The result should actually be -$2,176

This is what I get as currently set up in Tableau:

BILL_DT | BILL_DT | BILL_DT | BILL_DT | BILL_DT | BILL_DT | BILL_DT | BILL_DT |

BOOKED_AMT | BOOKED_AMT | GOAL BOOKED * 1.05 | GOAL BOOKED * 1.05 | Difference in GOAL BOOKED * 1.05 from the Last along Year of BILL_DT | Difference in GOAL BOOKED * 1.05 from the Last along Year of BILL_DT | % Difference in GOAL BOOKED * 1.05 from the Previous along Year of BILL_DT | % Difference in GOAL BOOKED * 1.05 from the Previous along Year of BILL_DT |

2012 | 2013 | 2012 | 2013 | 2012 | 2013 | 2012 | 2013 |

$3,370 | $1,361 | $3,538 | $1,430 | $2,108 | $0 | -59.59% |

This is an example of what I'm trying to produce:

BILL_DT | BILL_DT | BILL_DT | BILL_DT | BILL_DT | BILL_DT | BILL_DT | BILL_DT |

BOOKED_AMT | BOOKED_AMT | GOAL BOOKED * 1.05 | GOAL BOOKED * 1.05 | Difference in GOAL BOOKED * 1.05 from the Last along Year of BILL_DT | Difference in GOAL BOOKED * 1.05 from the Last along Year of BILL_DT | % Difference in GOAL BOOKED * 1.05 from the Previous along Year of BILL_DT | % Difference in GOAL BOOKED * 1.05 from the Previous along Year of BILL_DT |

2012 | 2013 | 2012 | 2013 | 2012 | 2013 | 2012 | 2013 |

$3,370 | $1,361 | $3,538 | $2,176 | -62.00% |