Forum Discussion

shermayne123's avatar
shermayne123
Helper I
2 years ago
Solved

Revenue vs Budget using Line and Stacked Column Chart

Hi,    I have created a line and stacked column chart to allow users to see the monthly revenue against the budget, the shortfall or surplus if revenue is below or above budget. My chart looks like...
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  • MFelix's avatar
    MFelix
    2 years ago

    Hi shermayne123 ,

     

    In this case you need to take into account that the switch makes it based on  the order so for this you should do it the other way around start in tier 2 and end on tier 4.

    Shortfall = SWITCH(
    TRUE(),
    [Secured]<[Total Tier 2 Budget],[Secured]-[Total Tier 2 Budget],
    [Secured]<[Total Tier 3 Budget],[Secured]-[Total Tier 3 Budget],
    [Secured]<[Total Tier 4 Budget],[Secured]-[Total Tier 4 Budget]
)

     

MFelix's avatar
MFelix
Super User
2 years ago

Hi shermayne123,

 

How is the calculation for the blue bar done? If you are using different calculations when you over the blue bar you should get only the blue bar value.

 

To what I can understand you want that the blue bar present the budget correct?

  • shermayne123's avatar
    shermayne123
    Helper I
    2 years ago

    Hi Miguel,

     

    Thanks for responding and apologies for the delay.

     

    This is the formula I used for the blue bar: 

    Annual Secured = MIN([Total Forecasts],[Annual Tier 2 Budget])
     
    How do I get it to change to Annual Tier 2 Budget if the Total Forecasts is higher than the Annual Tier 2 Budget? In this case, the value is the Annual Tier 2 Budget but it's still showing the variable/measure name as Annual Secured. Thank you.
    • MFelix's avatar
      MFelix
      Super User
      2 years ago

      Hi shermayne123 ,

       

      Based on what you wrote you just need name to have different names correct and the values are the ones that should be presented, is this assumption correct?

      In this case what I believe you need to do is to have different measures for the different values meaning:

      • Actuals Below Target = IF([Total Forecasts] > [Annual Tier 2 Budget],[Annual Tier 2 Budget])
      • Until target value = IF([Total Forecasts] > [Annual Tier 2 Budget],[Total Forecasts] - [Annual Tier 2 Budget])
      • Target Value = IF([Total Forecasts] <= [Annual Tier 2 Budget],[Total Forecasts])
      • Above Target Value = IF([Total Forecasts] <= [Annual Tier 2 Budget], [Annual Tier 2 Budget]-[Total Forecasts] )

      This will allow for different colour and different names on your visualization.

       

       

      • shermayne123's avatar
        shermayne123
        Helper I
        2 years ago

        Hi Miguel,

         

        Thank you for the detailed formulae. 

         

        Yes you got it right that I want the names to show differently for different scenarios.

         

        I've adjusted your formulae for my purpose as follows:

        Surplus = IF([Actual]>[Total Tier 2 Budget],[Actual]-[Total Tier 2 Budget])

        Shortfall = IF([Actual]<=[Total Tier 2 Budget],[Total Tier 2 Budget]-[Actual])
        Actual = SUM([Secured revenue])
         
        So it is working now. But then I noticed that if the actual is above tier 2 budget, how can I set the formula such that it will go on and check tier 3 budget and use tier 3 budget to less off the actuals to derive the surplus? Is there a if-else formula to use? Thank you so much!