Calculate from filter value

Travis G shared this question 1 month ago
Answered

Hi,

The problem I am trying to solve:

User selects a range of months for provider productivity. Each provider has a $ Goal associated with them. There is a Year to Date Goal column that can change based on what they select. Example: Jan-Mar has YTD Goal for March, where Feb-Jun has YTD Goal for Jun.

I've tried a lot of different ways to figure this out but nothing has worked so far. The last thing I tried was to have the user enter a Start month and an End month, then I do a max on Month and multiply that by the base goal to get the YTD Goal (ex. goal is 1,000, End Month is July so Goal YTD is 7,000).

Then I found that some providers don't have services yet for that month. If they are missing July data, the YTD goal is multiplied by 6 for that provider instead of 7.

If I could calculate based on the End Month instead of the individual provider, then my YTD Goal would be correct for everyone. Open to other suggestions if I am just missing something.


Final output:

Provider A--------YTD Goal

Provider B--------YTD Goal

etc.


Thanks,


Travis

Comments (4)

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Hi Travis,


You want to use a parameter for as of dates. You'll then be able to use the built in functions like date difference, etc. I don't have access to Yellowfin anymore but that's what you need to do.

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Hi Travis,

Thanks for reaching out to support with your question. Larry is spot on here (thanks for the input as always Larry!) - here's some additional information about the Yellowfin Parameter class -

https://wiki.yellowfinbi.com/display/user80/Parameters

Does this functionality help you achieve the results you're looking for?

Thanks,

Eric

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Thank you both, this is exactly what I needed!


Travis

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Happy to help, Travis! I will go ahead and mark this as answered, have a great day!