Target per week/Month
Hi
I am trying to create a report that compares actuals to targets for sales activities. The target is a calculated field which is equal to 5 - so I just inputted 5 into that calculated filed. (Its a target of 5 per week)
I need this calculated field (Target) to change depending on the number of weeks I select. for example the default time period is This Business Week - Target = 5 but if I select last 3 weeks then the target should be 15
I am only using one date field with the operand = between. So a DateDiff Function doesn't seem to work.
I also tried adding a custom function but it doesn't work.
I am also working on another report that has a monthly target (this target field is already in the view and is not a calculated field) and I'm experiencing the same issue as above.
Is there anything I can do to get the target to work properly depending on the date range selected?
Thanks
Dylan
Hi Dylan,
Thank you for your question.
What I think you might be looking for is a Parameter. In the View, create 'Start Date' and 'End Date' Date Parameters. The create a 'Days Between' Calculated Field that performs a function, taking in the Start Date and End Date Parameters. Then, use Start Date and End Date as Filters in the Report you are creating, and Create a Calculated Field that uses 'Time Between' * 5 / 7 (for a week). This will allow you to filter by a Date Range and perform a dynamic calculation for a KPI. You could even create a Numeric Parameter for the '5' value, that will allow you to change the weekly target for some 'what if' analysis.
Let me know if this is what you are looking for.
Kind regards,
Simon
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