4 Replies Latest reply on Jun 26, 2017 6:20 AM by Michael Gillespie

    Sum issue moving from client sum to month sum

    Brittany Amato

      I have attached a workbook that I'm having trouble with. I've been using dummy data to make a proof of concept for KPI tracking. I want to calculate client retention rate, we do this by looking at month over month lost client revenue for the past 3 months divided by the current month total revenue. I have a client, month, and year view right now. I was trying to break the formula up and first calculate the total lost revenue for each client, which I do have on the client view labeled Lost Revenue. But when I remove the Client dimension the formula breaks. I'd like to be able to view this for the client for month and for year and can't figure it out! Any help is much appreciated!