Percentage of YTD Sales 1

[dscoiho]

I am using CR 10 pulling from an ODBC connection. I am tracking YTD sales for individuals and they have set goal totals that for the year. I need a formula to see the percentage of their YTD Sales to their goal total. I have their sales summary by individual.

ex.

Person A has $1,000,000.00 and goal is $20,000,000.00
Person B has $3,000,000.00 and goal is $40,000,000.00

This was my test base formula just see if I would get anything.


if {Individual}= "A" then ((Sum ({@Total YTD Sales}, {Individual})% 2000000)-100) else 0

 

[lbass]

Are the goals not in the database? You could create a formula like the following {@goal}:

select {table.individual}
case "A" : 20000000
case "B" : 40000000
case "C" : 60000000
default : 0

Place this in the detail section, and then for the percentage, use a formula like:

sum({{@ Total YTD Sales},{table.individual}) % maximum({@goal},{table.individual})

Place this in the group footer for the {table.individual} group. Then while it is selected, click on the percent icon in the toolbar.

-LB