How to checking on the Progression using Alteryx tools

Question

Hi ,

Question:

I want to track the progression of the sales target.

Current month is 10 month, and all the target are cumulative. I would like to find out with the current total sales number achieved at which month of the sales person meeting the target.

Please refer to the attached data.

Alteryx_Checking Progression.xlsx

MichelleL · Answer

@shijieleong I've added logic to choose which month the Sales meets the Target.  Let me know if this works for you :-)

Progression_Solution.yxmd

shijieleong · Answer

Hi Michelle,

Thank you for your reply, my expected result is if the FC did not met current month target then what is the progression point, eg: 20002,

FC did not meet month 10 target but the sales person has cleared month 5 target.

Thanks

MichelleL · Answer

@shijieleong Using a Join tool should get you the results you need.  Please see attached workflow and let me know if this works for you!

Progression_Solution.yxmd