5 Replies Latest reply: Nov 21, 2016 12:44 PM by Weiting Yu RSS

    Help with calculate new goal(set analysis)

    Weiting Yu

      Hi QV experts,

       

      I need your help with the followingt requirements:

       

      My requirements:

       

      Show total number of accounts by month vs goals in combo chart. If certain month exceeds or doesn't meet the goal, re-calculate the goals for the rest of the year.

      If Account in Jan = 300, which is greater than the goal(288), manager would like to see how we can re-calculate the goals for the rest of the year. We should divide (300-288)/11 and add this amount to the goals for Feb - Dec. After the recal Feb goal should be (150+12/11)

       

      I'm having hard time showing the new goal line with set analysis.

       

      Any help would be greatly appreciated!!

       

      Data:

       

      DateCOUNTGoal
      Jan300288
      Feb200150
      Mar499600
      Apr388500
      May400455