How to enter sales goal figures for individual salespeople

nick_marchetti

Hey everyone - 

 

I have a question regarding sales goal figures.  I have a set of data with individual sales listed on it, with the date of the invoice, salesperson, sale total, and other data detailing each unique sale.  On a separate spreadsheet, I have each sales goal for each person, for the year, and also for each month.  How would I go about combining these two sets of data so that I can use graphs that show both the sales goal, and then the monthly/yearly progress?  The sales sheet updates automatically, but the sales goals sheet will stay the same throughout the year.  

 

Thank you for any help, it's much appreciated!

RGranada

Hi,

 

You will have to use a dataflow. You can use  redshift dataflow  to join the two tables, something like:

 

Select Sales.* , Goals.MonthGoal, Goals.YearGoal From Sales Left Outer Join Goals ON

Sales.salesperson= Goals.Salesperson AND DATEPART(y,Sales.Date) =Goals.Year AND DATEPART(mon, Sales.Date) = Goals.Month 

 

This will give you on each record information about sales goal for that SalesPerson on the month and year of the invoice. Then you can use A MAX() Aggregate on the card to get a unique Goal value for each month or year.. This is the best i can do not accurately knowing your data schema.

 

There are certainly other ways to achieve this.

 

Hope this helps