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1. Re: Averages or roll-ups of given percentages
I ended up adding formulas in the Excel sheet that the users are using to enter the data. Not perfect, but in a hurry.
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2. Re: Averages or roll-ups of given percentages
1 of 1 people found this helpfulHi Blair,
Good question - I think I have solved it here.
What you need is a FIXED calculation to "fix" the average at the Task level. So by using:
{FIXED [Task]: AVG([Percentage])}
you are able to do this.
I hope this is what you are after?
Simon
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3. Re: Averages or roll-ups of given percentages
That looks promising, but I would need a formula like that for each level. I’m going to look at it a little later as this project is due. I think the Excel formula approach is ok for now.
Thanks!
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4. Re: Averages or roll-ups of given percentages
FIXED still uses all the values below to calculate the average, so it gives the same answer as the roll-up. I did learn about FIXED and will be able to use it in other visuals. Thanks!
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5. Re: Averages or roll-ups of given percentages
updating: I can create a calculated filed that works at the task level,
{FIXED [Task]: SUM([% Complete])/COUNT([% Complete])}
and then use that to create another calculated field at the strategy level:
{FIXED [Strategy] : AVG([TaskAVG])}
These produce the correct values for my purposes. I can get them to show up in the Tooltip, but I haven't figured out how or if I can put them in the table. They would need to replace the totals in the table for the appropriate level. Not sure that is possible.
Any ideas would be helpful.