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  • New Item Creation : Planned Ratio = Actual / Sales Plan

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Formula Editor

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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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펼치기
titleFormula Example

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.

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