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1. Re: Individual vs. Group Performance
Jim Dehner
Nov 15, 2018 9:00 AM
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
{ 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
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
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4. Re: Individual vs. Group Performance
Joe Oppelt
Nov 15, 2018 10:24 AM
Consider using the LOD, Jesse.
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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.
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6. Re: Individual vs. Group Performance
Joe Oppelt
Nov 15, 2018 11:58 AM
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.) -