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thebruuu's avatar
thebruuu
Frequent Visitor
4 years ago

ACTUAL vs TARGET

Hello

I need to compare actual sales  vs target and when target is achieved I need to be able to write "[Target Name] Achieved"

 

Here's my model:

DIMS contains my items per year and per group (REQUESTED_ITEM_KEY is unique for a year and a group)

In Sales, I keep track of each sale action (quantity not needed righ now, assume it to be 1)

And a sale action has a status OK/NOK

A target is identified by a Target Label (that is the concatenantion of the ID, GROUP, and YEAR)

A target definition concerns several Items (several REQUESTED_ITEM_KEY) and for each item I can specify the requested quantity for the target to be achieved; only if all the lines concerning a Target are achieved, the target is achieved too

 

When checking for target compliance, I only need to take from Sales, those lines for which the status is "OK"

 

The DIMS table has been built by extracting all the REQUESTED_ITEMS available in the other two table, by GROUP and YEAR

 

I am able to :

Count for a TARGET Label, and a REQUESTED ITEM, the corresponding lines in SALES for which the Sales Rep have a Status="OK"

But When I compare this value with the REQUESTED QUANTITY I get a CIRCULAR DEPENDENCY

At the end I would like to build a matrix as the one below

Thank You!

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