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Hi!
I am a relatively new user of Qlik. I am building a very simple table KPI ranking dashboard for our sales team. Here is how the data will look:
Rank | Area VP | Region VP | Sales Rep | Sales $ | Quota | % to Quota |
1 | AVP1 | RVP1 | SR1 | 50,000 | 50,000 | 100% |
2 | AVP2 | RVP2 | SR2 | 40,000 | 50,000 | 80% |
3 | AVP1 | RVP1 | SR3 | 30,000 | 50,000 | 60% |
4 | AVP2 | RVP2 | SR4 | 20,000 | 50,000 | 40% |
Currently, when I attempt to filter on an RVP2, the rank function will recalculate and show the two sales reps aligned to them as 1 & 2. I would like for the Regional VP to filter to their region and keep the ranking for the sales rep.
Rank | Area VP | Region VP | Sales Rep | Sales $ | Quota | % to Quota |
2 | AVP2 | RVP2 | SR2 | 40,000 | 50,000 | 80% |
4 | AVP2 | RVP2 | SR4 | 20,000 | 50,000 | 40% |
This is the current formula I am using:
rank(total sum([Sales Target Credit]),4,1)
Thanks in advance for your help!