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Anonymous
Not applicable

Set analysis applied to a formula

I'm trying to set up separate KPIs showing the conversion rate for each separate salesperson.

I used this to get an group conversion rate, count([Converted.Id])/Count([Opp.Id]), which works.  But I would like to apply a set analysis filter to that so that it can reflect an individual's conversion rate in a KPI for personalized dashboards and such.

I've tried every iteration i can think of but it either returns a null value or says "error in expression".

SUM({$<[SlpName]={"Jane"}>}, count([Converted.Id])/Count([Opp.Id]))

Is the current iteration and i know sum is probably not the correct one to use here, but i'm at the point of trying anything and everything even if it doesn't make total sense.  I feel like it should be possible to use set analysis on a formula, but i can't figure out how, and none of the tutorials i can find have gone over it.

1 Solution

Accepted Solutions
shraddha_g
Partner - Master III
Partner - Master III

try this way

count({<[SlpName]={"Jane"}>}[Converted.Id])/Count({<[SlpName]={"Jane"}>}[Opp.Id]))

View solution in original post

3 Replies
shraddha_g
Partner - Master III
Partner - Master III

try this way

count({<[SlpName]={"Jane"}>}[Converted.Id])/Count({<[SlpName]={"Jane"}>}[Opp.Id]))

Anonymous
Not applicable
Author

count( {$<[SlpName]={"Jane"}>} [Converted.Id])/Count([Opp.Id])

Anonymous
Not applicable
Author

This works, thank you!