1 Reply Latest reply on Sep 14, 2017 3:11 PM by Shinichiro Murakami

    Monthly sales vs target by region

    Duncan Meredith

      I have daily sales results in one data source (salesforce), which I have joined to monthly sales target (plan) data in excel.  There are dollar amounts for each month and each region  At a monthly view, if I use the ATTR(plan amount) aggregation, the data is displayed properly.  However, I would like to display Sales vs Target(Plan) at a Quarterly level.  Need help getting that level of aggregation to work.  Wkbk attached.  Thanks.