Want to track progression and targets based per Quarter

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Hi all,

I've one datafile with sales with different products.

Quantity is a column where I used 'sum'
Target is made through a beastmode 'case when QUARTER(date) like 1 then 1250 else 0 end'

Progress v2 is also made through beastmode and doesn't deliver the right results

'QUARTER(date) like 1 then (1250- (quantity))
else 0 end'

When I use sum(quantity) it creates multiple rows

The easiest way is probably to add a new column with the target to an ETL.
Problem is that I don't want to as it overcomplicates things and makes it harder to create a future proof progress column.

Hopefully there is another solution possible, thanks in advance

Best Answer

  • DavidChurchman
    Answer ✓
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    You need to aggregate Quantity in your Progress v2 Beastmode. Try:

    'QUARTER(date) like 1 then (1250- (sum(quantity)))

    Please 💡/💖/👍/😊 this post if you read it and found it helpful.

    Please accept the answer if it solved your problem.

Answers

  • DavidChurchman
    Answer ✓
    Options

    You need to aggregate Quantity in your Progress v2 Beastmode. Try:

    'QUARTER(date) like 1 then (1250- (sum(quantity)))

    Please 💡/💖/👍/😊 this post if you read it and found it helpful.

    Please accept the answer if it solved your problem.

  • user046467
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    Thanks for your anwser.

    Yes I tried that as stated in my opening post.
    But then I receive multiple rows as you can see in the second screenshot

  • DavidChurchman
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    In your opening post, there is no sum() function around quantity. You tried it with that sum function?

    Please 💡/💖/👍/😊 this post if you read it and found it helpful.

    Please accept the answer if it solved your problem.

  • user046467
    Options

    I was referring to this, I used the same beastmode as you said.
    I tried it again after your post but sadly same result where everything just becomes a new row.