7 Replies Latest reply on Nov 20, 2018 10:36 AM by Jesse Upfold

# Individual vs. Group Performance

Hello,

I am hoping to show the performance of an individual and do a side by side comparison of that individuals group/teams performance.

So, lets say I have a relatively simple data set showing revenue for 10 agents split over 2 teams (see below). I'd like the end user to be able to select a single agent, say agent 1 and then display both that agents revenue (1000) and that agents entire teams revenue (3300) as well.

I fee like this should be very simple, but I cannot figure it out.

Please let me know if you can help!

Thanks,

Jesse

AgentTeamRevenue
Agent 1Team A1000
Agent 2

Team A

500
Agent 3Team A800
Agent 4Team A600
Agent 5Team A400
Agent 6Team B700
Agent 7Team B600
Agent 8Team B600
Agent 9Team B800
Agent 10Team B1000
• ###### 1. Re: Individual vs. Group Performance

Good morning

This can be done with sets

Thanks

Jim

• ###### 2. Re: Individual vs. Group Performance

{ FIXED [Team] : SUM([Revenue]) }

This will put a value of team revenue on every row.  So Agent 4 will have his own revenue in the original revenue measure field, and the LOD calc will have the team revenue for comparison.  (Even if you filter out everyone else.)

• ###### 3. Re: Individual vs. Group Performance

Hi Jim,

Thank you!

Sheet 5 is currently set up to filter on just Agent 1 (from Team Lead A) and shows \$1,950,000 in \$ Collected. Beside that figure, immediately to the right, I'd like it to say \$4,378,200, which is the total amount of \$ Collected for Lead A, regardless of agent.

Please let me know if you can assist.

Regards,

Jesse

• ###### 4. Re: Individual vs. Group Performance

Consider using the LOD, Jesse.

• ###### 5. Re: Individual vs. Group Performance

Hi Joe,

I've given this a try. However, perhaps my question is a bit more complex than I originally laid out. If I try to then add in a time line using the date field, it shows the LOD shows the whole data set, as opposed to just that period of time.

How should I fix this?

Thanks!

Jesse

Edit: Actually, in fact, the code I used (the same as yours) seems to show the whole data set, not just the dollars for Team A.

• ###### 6. Re: Individual vs. Group Performance

Right.  If you want to compartmentalize the data at the month level, then you need to add that dimension to the LOD too.

See attached.

(To get that month syntax, I just dragged MONTH(Date) from the Columns shelf into the calc editor.)

• ###### 7. Re: Individual vs. Group Performance

Hi Joe,

Thanks , works just how I need it to!

Cheers!

Jesse