6 Replies Latest reply on Jun 2, 2016 10:26 AM by Ashish Chaudhari

# How long does it take to reach revenue target? (Days)

Hi,

Hope everyone is doing well. I am trying to solve an interesting problem - How long does it take someone to reach their revenue target? (Quota). I have attached my packaged workbook.

I am stumped because I am tending to wrap a table calculation within a LOD. See screenshot below of where I am:

Seeing it in this view, I can tell It took Michael 83 days from the start of the quarter to hit his target. However, I have to do this analysis over several hundred reps, and this is not feasible.

Goal:

I want to see in one view, as shown below the following:

-First Date rep appears (in this case its 1/1/2016):

-Date target was reached

-How many days did it take?

Goal Vision:

Attached is my workbook. I have also attached the Excel data in case any one wants to reconnect.

Thank you so much in advance!!

Best

• ###### 1. Re: How long does it take to reach revenue target? (Days)

Hi Karan,

Please refer to the below screenshot and confirm the output. I am using the tableau 9.3. Let me know if you want the same in 9.2. Is it possible to share the more data? Reason for asking more sample data is to check my quick filter currently I have kept it to minimum.

Below calculation is helping me to identify dates on which on which revenue crossed quota which will be marked as 1.

if AVG([Quota])>RUNNING_SUM(SUM([Revenue])) THEN 0

ELSE 1

END

Index setting is as per below screenshot

Let me know if this helps. I will try to improve the solution to give you better results.

Thanks and Regards,

Ashish Chaudhari

1 of 1 people found this helpful
• ###### 2. Re: How long does it take to reach revenue target? (Days)

Thank you for taking the time out to respond to me. Please see the below points that will answer some of the questions you asked:

• I am using Tableau 9.0 unfortunately due to company restraints. Any shot you can perhaps share the workbook in this version?
• See attached. I shared the tableau workbook and excel data source for additional data for about 4 reps. Perhaps this should help! I also added a field - Team. Do you think the same solution would work for team as well?
• Is there any way to use this instead of Index and by using LOD? (Just a thought)

See attached. Thank you very much Ashish Chaudhari and looking forward to your response!

Best,
Karan

• ###### 3. Re: How long does it take to reach revenue target? (Days)

I am slightly confused with the calc_index filter. Could you please elaborate on this? Currently I am seeing the below when I am using more than 1 rep: Notice that the calculation doesn't seem to restart for each rep? I am unable to open your file because i only have tableau 9.0 - any shot we can send this to Tableau public maybe?

• ###### 4. Re: How long does it take to reach revenue target? (Days)

Hi Karan,

I don't have tableau 9.0. I can still go ahead and upload the same on the tableau public if you want so that you can take a look at it. I am working on the the new .twbx and excel file that you have shared.

As I am looking at the screenshot (your trial), please move calc_index to the filter section and show it as a quick filter & change the settings as below. First select Compute using as advanced.

Click on Ok->Apply->Ok.

-Ashish Chaudhari

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1 of 1 people found this helpful
• ###### 5. Re: How long does it take to reach revenue target? (Days)

Thank you Ashish Chaudhari. If you could share on Tableau Public, that would be amazing.

Thank you for your assistance and I hope to hear from you with the new data source soon!

• ###### 6. Re: How long does it take to reach revenue target? (Days)

Hi Karan,

Please find the attached screenshot. I am able to get the required result except number of days it took to achieve the same. Attaching the workbook (9.3) for the reference and uploading the same on the | Tableau Public .

Talking about the calculating number of days required to achieve the target. The problem is when I am filtering the below rows (which I am flagging as 1 and rest as 0) I am unable to access the min date, due to which I am not able to calculate the date difference between to mindate and target achieved date.

Let me know if this helps. Sorry about not able to calculate the number of days it took to achieve the target. I will be working on it in the background and try to get it done.

Thanks and Regards,

Ashish Chaudhari