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

    calculation for quota vs. actuals

    Thanh Nguyen



      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.