5 Replies Latest reply on Mar 3, 2016 10:25 AM by David Carr

    Hierarchy Calculation

    David Carr



      As you will see in the attached workbook, I have a simple table with quota attainment for sales reps.


      The data at the monthly level is exactly what I need, the 'Quota Attainment' calculation works correctly, and the 'hit or miss' coloring works as well.


      What I cannot solve however, is when I collapse for a quarterly view, the calculation and coloring get thrown off.


      For the calculation, I want their quarterly attainment, not the sum of their monthly attainments or average of their monthly attainments. For instance, Hannah's quarterly quota attainment should be 93% (84/90). I would also like the colors to stay in place at the quarterly level.


      Let me know if anyone is able to figure this out!