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provie98
Contributor II
Contributor II

Accumulative Goal

Hey all, I'm a newbie to Qlikview and Developing period. I was wondering if Qlikview had a formula for what I wanted to do. I have employees that have yearly sales goals. For example, Employee 1 has a ytd sales goal of 12,000; thus making his monthly goal 1,000. So if it's april, his cummulative goal through April is 4,000. Does anyone know how I can write a formula so I don't have to add another table to calculate this?

I'm using the process date to get my month that I'm in. Any help or advice is greatly appreciated. I know what I want to do, I just can't find the directions to get there. [:)]

Thanks!

Labels (1)
6 Replies
disqr_rm
Partner - Specialist III
Partner - Specialist III

Well, if you have fixed goal/target every month, you can divide by 12 and have monthly target. Then on the chart you can show monthly target and have Accumulated check box on under expressions tab. Of course there are many other ways to do this, but this is the simplest I could think in few seconds.

Hope this helps.

Not applicable

ytd_sales_goal / num(month(Today()))

Or use whatever date you need instead of Today()

Anonymous
Not applicable

If the granularity is on the month level, it will be
="Yearly Goal" / 12 * "current month number"
For daily level granularity:
="Yearly Goal" / "number of working days in the year" * "number of workdays between Jan 1 and today".
You can use networkdays() function to find both "number of working days in the year" and "number of workdays between Jan 1 and today"

provie98
Contributor II
Contributor II
Author

Thanks for all the input. I have another question. I currently have month set as a list box that you can click on. If I have a year to date goal and it's divided by 12 times the current month, is there anyway, I can get this to show accumulation?

For example, a year to date goal of 12,000 would be 1,000 a month. If March/month3 is selected, then the monthly goal ytd would be 3,000, when it's april/month 4 then it would be 4,000, for month 5/May then 5,000 and so on.

Is there anyway to do this? I tried this formula but it's not working properly

=(sum(Production_Goal)/12)*only(Date_Added_Month)

Any other ideas?





Not applicable

Is you Date_Added_Month field a number field? If it's text you might have to create a table that links the text to a number (jan to 1, feb to 2, and so on)

Are you using employee as a dimension and that equation as the expression? I feel like it should work ok. Are you getting no results or wrong numbers?

provie98
Contributor II
Contributor II
Author

I thought about that too. I'm getting a number just not the correct number. It's all correct till I get to the month of March and then it gives me an incorrect number. I'll try linking the table up and seeing if that fixes it. That's a good idea.

Thanks,