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

    Hierarchy Calculation

    David Carr

      Hi,

       

      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!

       

      Thanks

      David