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Hello,
I have a chart and I need to identify the lower Incentive value for each %ADAcctKey.
The Incentive value is a calculated value. In the example below 445 would flag 10% and for 2544 the lowest flagged would be 0%.
%ADAcctKey | MetricDesc | QA | Adherence | Revenue | Saves | Level | Target | Incentive |
445 | QA | 87.50% | Target | 80% >= | 10% | |||
445 | Adherence | 88.04% | Target | 88% >= | 10% | |||
2544 | Save Rate | 26.09% | Stretch | 22% >= | 20% | |||
2544 | QA | 81.68% | Target | 80% >= | 15% | |||
2544 | Adherence | 74.34% | Below | 85% < | 0% | |||
2544 | Revenue | $335.40 | Below | $750 < | 0% |
Thank you for you help.
Use the following expression:
Aggr(Min(Incentive), %ADAcctKey)
That's the first thing I tried but I get blanks for all values. I am wondering if it's because of the Incentive column and how or when it's calculated.
With the below formula populating the Incentive column, would the values exist at the run time of the formula Aggr(Min(Incentive), %ADAcctKey)
Incentive =
if(QA=0,0,
if(Productivity=0,0,
if(Adherence=0,0,
if([Revenue]=0,0,
if(Saves=0,0,
AchievedIncentive)))))
Maybe like this
=Min(Total<%ADAcctKey>
Aggr(
if(QA=0,0,
if(Productivity=0,0,
if(Adherence=0,0,
if([Revenue]=0,0,
if(Saves=0,0,
AchievedIncentive)))))
, %ADAcctKey, MetricDesc)
)
Swuehl thanks,
Still getting blanks. I think I may need to do some remodeling to simplify some things.
Ok, could you describe how your data model is built, and which dimensions and expressions you're using in the chart.
It would be very helpful if you could upload a small sample QVW that demonstrates your data and chart.
It's working but doing something very wrong.
So I have changed my model and it is now allowing me to calculate using the above formula but it's giving an odd result.
I am using the formula Aggr(Min(Achieved), %ADAcctKey) To Identify the Achieved Level by the agent.
Notice the Minimum Score to the right which shows that value of 0 as the lowest achieved and this is correct. It is just on the incorrect line. When I create a second chart to provide a list of agents lowest achieved level with only that row I now get incorrect rows.
%ADAcctKey | Category | IncentiveLevel | Achieved | Score | Minimum Score |
37 | Procuctivity | Stretch | 0.2 | 0.888 | |
37 | QA | Target | 0.15 | 91.74 | 0 |
37 | Revenue | Threshold | 0.05 | 1223.98 | |
37 | Adherence | Below | 0 | 0.8454 |
The consistent part is that the value is placed on the first portion of our load script as seen below. Notice how the first Metric loaded below in the Resident load is QA. All the lowest values in the chart are displaying there. When I moved QA to the bottom of the script, all scores then showed in the row for Adherence, the new first loaded.
/***[ Initial load where each agents score for all categories is in a single row]***/
load_IncentiveScores:
LOAD %ADAcctKey,
AgentName,
RoleShortDesc,
RoleID,
Procuctivity,
Saves,
QA,
Adherence,
Revenue
FROM
[Customer Care Incentive Extract.xls]
(biff, embedded labels, table is Sheet1$);
/***[ Each metric is then split out into a single column and later joined to the KPI range]***/
tmpIncentiveScores:
LOAD %ADAcctKey,
RoleID & 2 as VariableKey,
AgentName,
RoleShortDesc,
RoleID,
QA as IncentiveScore,
'QA' as IncentiveCategory
Resident load_IncentiveScores;
Concatenate(tmpIncentiveScores)
LOAD %ADAcctKey,
RoleID & 2 as VariableKey,
AgentName,
RoleShortDesc,
RoleID,
Adherence as IncentiveScore,
'Adherence' as IncentiveCategory
Resident load_IncentiveScores;
have you tried using no distinct?
Aggr( nodistinct Min(Achieved), %ADAcctKey)
also why not use min(total <%ADAcctKey > Min(Achieved)) ? this tends to give you the same results that by using aggr but has better performance
Ramon,
Thank you for the help.
The formula Aggr( nodistinct Min(Achieved), %ADAcctKey) places the lowest value in all rows for the agent which will work but does not allow us to only display the single row.
With the formula min(total <%ADAcctKey > Min(Achieved)) I get all null values. I am curious as to the need for the '<>' around <%ADAcctKey >.
Thanks again.
sorry it should be min(total <%ADAcctKey > (Achieved))
the <> after a total does a grouping by that field