7 Replies Latest reply on Feb 13, 2019 5:31 AM by Jim Dehner

    calculate bonus for agent dependend on calculation rule

    Patrick Weber

      Hi everyone

       

      today I have an issue with a little bit complicated calculation in tableau.

      In this case I have to calculate bonus for employee.

       

      If an agent has reached more than 75% of (Sales/Target) then an agent is qualified for bonus.

       

       

      But only if the company  results (total of (Sales/Target)) is  60% or more.

       

       

      If  company total of (Sales/Target) is  60% or more then bonus also depends of the individual margin for each agent, see table below and my attached workbook.

       

      31-01-_2019_14-00-32.png

      Example:

       

      Frank is qualified for bonus calculation and company total  (Sales/Target) is >=60% and the individual margin of Frank = 9.9%

       

      If we look to the bonus definition into the table then we'll see that we have to multiply 0.05% to Frank's sales -> 0.0005 x 452,612.99 .

      Then Frank will get 226.30 as a bonus.

       

       

      Is this kind of calculation possible?

       

      Thanks for any ideas.