Set Analysis Summation Question

AndyQuirin1 — Tue, 19 Jul 2022 22:11:22 GMT

Hi All,

Looking for some help on a Set Analysis syntax. I've got a sales example, where Deals can have 0 - 4 Business Units associated. A deal has a bookings value and in the data model, the bookings amount is divided evenly amongst each Business Unit it's associated with. In this example, I've got 1 $200 deal split between two business units.

Deal 123 :: BU1 :: $100

Deal 123 :: BU2 :: $100

My Set Analysis syntax looks like this: SUM( {$<[Deal Status]={'won'}>*<[Deal Active Flag]={'0'}>} [Bookings])

When I put it in a table with all of the fields, I get the proper $200 Total Bookings.

When I build a KPI object and ask it to return the Bookings amount, it only returns $100 Bookings.
Any idea what I need to do so the KPI's recognize adding up and will display the right amount both in Total / KPI views and granularly by BU in a table?

Re: Set Analysis Summation Question

sidhiq91 — Wed, 20 Jul 2022 02:56:35 GMT

@AndyQuirin1 Could you please provide us with some sample data for us to help you out with? You Syntax seems to be right.

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Set Analysis Summation Question

Re: Set Analysis Summation Question