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Hello,
I am creating a dashboard that projects revenue by sales team for this year based on the growth we saw last year. The complex part of what I am trying to do is calculate this projection on a level below team ( say product category) and then add up each category for each team to get the value . I do not want to use product category as a demension since there are too many and it's too much to look at. Is there a way to do this?
Any suggestions would be appreciated.
Thanks,
Jeff
Jeff,
it sounds to me that you would need to use advanced aggregation, something like
=sum(aggr( YOUREXPRESSIONS, Team, [Product Category] ))
and replace YOUREXPRESSIONS with the formula you stated above.
Hope this helps,
Stefan
You can maybe put Product Category inside a set analysis expression. What is your current expression and what the dimensions so far?
Hi Jason,
As of right now I only have sales team as a demension. As for expressions , I am using 3 similar expressions for revenue to calculate projected revenue.
1. Rev for this year as of today. Sum({$<RevYear={"2012"},Snapshotdate={"Today"}>}ActiveRev)
2. Rev last year (YTD) Sum({$<RevYear={"2011"},Snapshotdate={"Today-366"}>}ActiveRev)
3. Rev End Last Year Sum({$<RevYear={"2011"},Snapshotdate={"2011yrend"}>}ActiveRev)
Here is the projection expression
(3/2) *1
Is it an issue that I am already using set analysis in the expressions?
Thanks for the help!
Jeff,
it sounds to me that you would need to use advanced aggregation, something like
=sum(aggr( YOUREXPRESSIONS, Team, [Product Category] ))
and replace YOUREXPRESSIONS with the formula you stated above.
Hope this helps,
Stefan