3 Replies Latest reply on Oct 30, 2018 5:11 AM by Beatrix Balogh

    Calculating # of cases to goal

    Beatrix Balogh

      Hello everyone,

       

      I am trying to create a calculated field that gives me the # of cases to a specific goal. I have it set up so that we have the numerator/denominator from MY3 (which is dates spanning 7/1/2016-6/30/2017) and the numerator/denominator from MY4 (which is dates spanning 7/1/2017-6/30/2018). The way the goal works is that it takes the MY3 numerator/denominator and reduces it by 10% to set the goal for the next year, which in this case is MY4.

       

      So in the example attached, the MY3 Actual is 5/10 = 50%, and I reduce that by 10% to give me 4.5/10 = 45%, which is now my goal for MY4.

      Then I do the MY4 Actual as 10/15 = 66.7% and my goal is to compare that to the MY4 goal of 4.5/10 = 45% and see how far I am in terms of # of cases by doing (MY4 Numerator - (MY4 Goal * MY4 Denominator)) = 10 - (0.45 * 15) = 3.25 cases to goal.

       

      When I pull the Cases to Goal calculated field in, it shows up as blank and I think it's because the dates for MY4 Goal are based on MY3 and so you can't use it with the MY4 Numerator/Denominator because they have different date spans - is that the case? Is there a workaround to get it to treat MY4 Goal as a changing calculated field based on any changes my MY3 values, but then also treat it as a separate parameter/number that isn't associated with the MY4 dates?