Calculated Field

  • Area Chart 
Total Sales Perf. –  Value 
CASE [Performance Scope]  
WHEN “CM_vs_PM” THEN [Total Sales  MTD   (Current Month)]  
WHEN “CM_vs_PY” THEN [Total Sales  MTD   (Current Month)]  
WHEN “ACT_vs_TGT” THEN  [Total Sales  MTD   (Current Month)]  
WHEN “CYTD_vs_PYTD” THEN [Total Sales  YTD  (Current Year)]  
WHEN “YTDACT_vs_YTDTGT” THEN [Total Sales  YTD  (Current Year)]   
WHEN “NONE”  THEN NULL  
END 
  • Caption 
Total Sales Perf. – Reference 
CASE [Performance Scope]  
WHEN “CM_vs_PM” THEN [Total Sales  MTD   (Previous Month)]  
WHEN “CM_vs_PY” THEN [Total Sales  MTD  (Previous Year)]  
WHEN “ACT_vs_TGT” THEN [Total Sales  MTD Target (Current Month)]  
WHEN “CYTD_vs_PYTD” THEN [Total Sales  YTD  (Previous Year)]  
WHEN “YTDACT_vs_YTDTGT” THEN [Total Sales  YTD Target  (Current Year)]  
WHEN “NONE”  THEN NULL  
END 
Total Sales Perf. – Value vs Reference % 
[Total Sales Perf. – Value vs Reference] / ABS([Total Sales Perf. – Reference]) 
  • Label Shape  
Total Sales Perf. – Value vs Reference (shape) 
CASE sign([Total Sales Perf. – Value vs Reference])  
WHEN 1 THEN     
IF [Performance Scope]= “ACT_vs_TGT” OR [Performance Scope]= “YTDACT_vs_YTDTGT”
THEN “●”     
ELSE “▲”     
END  
WHEN 0 THEN     
IF [Performance Scope]= “ACT_vs_TGT” OR [Performance Scope]= “YTDACT_vs_YTDTGT”
THEN ” ”     
ELSE “►”     
END  
WHEN -1 THEN     
IF [Performance Scope]= “ACT_vs_TGT” OR [Performance Scope]= “YTDACT_vs_YTDTGT”
THEN “■”     
ELSE “▼”     
END  
ELSE ” ”  
END 
Total Sales Perf. – Value vs Reference 
ZN([Total Sales Perf. –  Value]) – ZN([Total Sales Perf. – Reference]) 
Was this page helpful?
Yes No

Leave a Reply

Your email address will not be published. Required fields are marked *