3 Replies Latest reply on May 15, 2014 1:21 PM by Aaron Clancy

calculation for quota vs. actuals

Hi,

I have a question around using calculated fields for two set of measures: 1. quota and 2. actuals. For example, the quota is an average of 4 quarters (i.e. jan 2013 - dec 2013). The actuals is sum of recent months (i.e. jan 2014 - march 2014). The date range will change once there's a new quarter. Additionally, the two measures need to reside in the same table to compare if actual output meet quota (target). It would also be good to see % of output achieved.

Thanks in advance for the help.

• 1. Re: calculation for quota vs. actuals

I'm not sure I fully understand the requirements but I can show you how to grab values like you're describing.

In my example, I took the average of the 4 quarters of the previous year to use as a value in the current quarter.

You could use that value to compute whether that quarter was above or below the average of the previous year's quarter.

Quota Calculation:

window_avg(sum([Sales]),-1*(attr(datepart('quarter',[Order Date]))+3),-1*attr(datepart('quarter',[Order Date])))

Usage example:

Let me know if this helps get you started to what you're looking for

• 2. Re: calculation for quota vs. actuals

This is perfect. Exactly what I need. The only thing I change is exclude unwanted periods and chart quota vs. actuals rather than using tabular table.

Thanks again for the very promt assistance on this.