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- New Item Creation : Planned Ratio = Actual / Sales Plan
Formula Editor
① Calculated Field ② Formula Editing Function Display Panel ③ Formula Input Panel ④ Function Help Panel
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Using Formula Editor via Popup Menu
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1) Rank Function Rank([Company],"[Current Month Performance]", false) Ranks companies in descending order 2) Subtotal Percent by Row SUM([Sales Plan]) / SUM ( ForAll ( "[Product Name]","[Sales Plan]") ) * 100 3) Proportion Against Specific Amount or Item SUM([Current Month Performance]) / SUM( GetMembers([Specific Dimension],"Item Name", [Current Month Performance],"")) SUM([Amount]) / SUM( GetMembers( [Account],"Sales" , [Amount] ,"")) /* Sales Composition Ratio */ 4) Compostion Rate / Achievement Rate / Growth Rate Composition Difference YoY : GetMembers([Performance Type], "This Year Actual") - GetMembers([Performance Type], "Last Year Actual") Achievement Rate vs Plan : GetMembers([Performance Type], "This Year Actual") / GetMembers([Performance Type], "This Year Actual") * 100 Growth Rate YoY : GetMembers([Performance Type], "This Year Actual") / GetMembers([Performance Type], "Last Year Actual") * 100 - 100
5) Signal Icon by Achievement Rate SWITCH( SUM([Progress]) >100, IMG("ccf744727425e432.PNG", 16, 16), IMG("b6b4d58a2ce73cbf7.PNG", 16, 16) ) 6) Division Error Handling IF( ToNumber( SUM([VAL2]), 0) == 0, , 0 , Sum([VAL1]) / SUM([VAL2]) ) IF( OR( IsNull(SUM([NO2])) , SUM([NO2]) == 0) , 0 , SUM([NO1]) / SUM([NO2]) ) 7) Custom Field Using Dimension Logic Switch( AND(getRowString("CUSTOMER") == "Anam", MID(getRowString("PRODUCT"), 0,1) == "T") , "Anam Electronics T~" , getRowString("CUSTOMER") == "Anam" , "Anam Electronics not T~" , getRowString("CUSTOMER") == "Samsung" , "Samsung Electronics" , "Other Overseas" ) 8) Display Image Based on Sales Threshold ( Sales > 15000) IF(Sum([Act.])>=15000, IMG("arrow_up.png", 16, 16), IMG("arrow_down.png", 16, 16)) |
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In cases where some Measures need to be hidden based on user requirements for specific paths, you can modify the report using Header Visibility Formula.