
1. Re: Creating a table calculation that sets goals to be 50% higher than the previous high value in data set
Chris McClellan Jan 24, 2016 6:47 PM (in response to Eric Decker)You lost me at 54.55% + 50% = 77.27% (for Feb) and 72.97% + 50% = 86.49% (for July)
Maybe I'm looking at it wrong, can you send the data in Excel (assuming you have the calculation working there)

2. Re: Creating a table calculation that sets goals to be 50% higher than the previous high value in data set
Eric Decker Jan 25, 2016 7:13 AM (in response to Chris McClellan)Chris,
Thanks for the reply and willingness to look into this. I probably didn't articulate the 50% portion of the calculation very well the first time. Because First Pass Yield has a maximum percentage of 100, the 50% improvement calculation is (((1([Previous FPY])) *.5) + [Previous FPY] ), this way we'll always get the improvement relative to the previous period and still under the 100% mark. Obviously, the higher the Previous FPY % is, the less room for improvement you can have in the next month's goal.
I've added an additional column in my spreadsheet to help show the difference between the hard calculation for the 50% improvement as well as the overriding calculation to show what the goal should be showing in Tableau based on maintaining the integrity of the new FPY goals at the time they are applicable. I've also added a comments column that depicts how/why this logic should be working for each month to help illustrate my desired results.
Please see attached spreadsheet for this info.
Thanks again Chris!
Eric

FPY Goal.xlsx 12.9 KB


3. Re: Creating a table calculation that sets goals to be 50% higher than the previous high value in data set
Brent Pristupa Jan 25, 2016 8:31 AM (in response to Eric Decker)Hello,
This looks similar to what you want, but I am not sure this is how you want it to be done. I just used your calculation to get the 'Table Calc' percentage for each month and then did a running max table calculation based off the 'Table Calc' percentage.

FPY Goal Builder.twbx 41.3 KB


4. Re: Creating a table calculation that sets goals to be 50% higher than the previous high value in data set
Eric Decker Jan 25, 2016 9:20 AM (in response to Brent Pristupa)Brent,
I believe this is indeed the answer! Obviously the spreadsheet example was simplified just to get some data out there, whereas my SQL connection to data has other calculations involved. But the important thing was just getting the right type of table calc, and I believe Running_Max will do the trick! Once I (hopefully) verify this to be true, I'll be sure to mark this as the correct answer
Thanks for your help on this, sir. It's much appreciated!
Eric

5. Re: Creating a table calculation that sets goals to be 50% higher than the previous high value in data set
Eric Decker Jan 25, 2016 9:50 AM (in response to Brent Pristupa)Brent,
Sure enough, this worked as it's setup in my workbook! You have no idea the background table calc coding that was going on to the level of assigning numeric values for each month based on it's relative performance from the month before and then doing several lookups to pull the previous month's goal forward. All I needed was one simple Running_Max calc
As usual, there's a simple solution using a calculation already there, thank you for showing me the light!