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

Individual vs. Group Performance

Jesse Upfold Nov 15, 2018 8:54 AM

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

Agent	Team	Revenue
Agent 1	Team A	1000
Agent 2	Team A	500
Agent 3	Team A	800
Agent 4	Team A	600
Agent 5	Team A	400
Agent 6	Team B	700
Agent 7	Team B	600
Agent 8	Team B	600
Agent 9	Team B	800
Agent 10	Team B	1000

1. Re: Individual vs. Group Performance

Jim Dehner Nov 15, 2018 9:00 AM (in response to Jesse Upfold)

Good morning
This can be done with sets
please provide a twbx workbook with your data attached
Thanks
Jim
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2. Re: Individual vs. Group Performance

Joe Oppelt Nov 15, 2018 9:01 AM (in response to Jesse Upfold)

{ 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.)
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3. Re: Individual vs. Group Performance

Jesse Upfold Nov 15, 2018 10:16 AM (in response to Jim Dehner)
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

Scorecards.twbx 60.0 KB
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4. Re: Individual vs. Group Performance

Joe Oppelt Nov 15, 2018 10:24 AM (in response to Jesse Upfold)

Consider using the LOD, Jesse.
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5. Re: Individual vs. Group Performance

Jesse Upfold Nov 15, 2018 10:45 AM (in response to Joe Oppelt)
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.

Scorecards.twbx 60.5 KB
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6. Re: Individual vs. Group Performance

Joe Oppelt Nov 15, 2018 11:58 AM (in response to Jesse Upfold)
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.)

Scorecards_v10.3.twbx 61.4 KB
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7. Re: Individual vs. Group Performance

Jesse Upfold Nov 20, 2018 10:36 AM (in response to Joe Oppelt)

Hi Joe,

Thanks , works just how I need it to!

Cheers!

Jesse
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