Calculate remaining Annual Target based off a Daily Target

[David_Little]

Hi all,

I'm looking to dynamically calculate a "Remaining Annual Target" based on a calculated quarterly daily target.

At the time of posting we are nearing the end of Q2, So I would need the Remaining Annual Target to = Q4 daily target * No of days in the quarter + Q3 daily target * No of days in the quarter + Q2 daily target * No of days remaining in the quarter (not to include any calculation on the Q1 targets as that has passed)

- This would need to be dynamic, so when we enter Q1 of next year, it would include all quarterly calculations.

Hope that makes sense.

Many thanks in advance !

*Edit - I would need to exclude today's date from the count

[IraWatt]

Hey @David_Little,

You will probably want to check I got the right months for each quarter. This times the target by the number of days left in each quarter then sums the result:

Any questions or issues please ask :)
HTH!
Ira

[David_Little]

Thanks @IraWatt !

Sorry, I should have said in the original message - I would need to exclude "today's" date from the counts/row generation (is that an easy fix ?)

[IraWatt]

No worries @David_Little 😄

I thought that though wasn't sure. Very easy fix, the sample tool can skip the first row:

Everything else look okay?

[David_Little]

Great. Thanks !

Just to complicate this further (sorry !) How would I go about doing this for multiple targets with further columns ?

[IraWatt · Accepted solution]

@David_Little Ah that also shouldn't be a huge issue:

I added a record ID so that each row is calculated separately 

[David_Little]

Brilliant. Thank you so much !

[IraWatt]

No worries @David_Little ! glad it worked for you 😄

[IraWatt · Accepted solution]

@David_Little is this similar to the setup you were interested in:

[David_Little]

That's perfect. Thank you so much !