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]
)

     

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!
MFelix's avatar
MFelix
Super User
2 years ago

Hi shermayne123 ,

 

For that you can use a SWITCH syntax were is the same as concatenated IF statments. would be something similar to:

 

Surplus = 
SWITCH(
     TRUE(),
     [Actual]>[Total Tier 2 Budget],[Actual]-[Total Tier 2 Budget],
     [Actual]>[Total Tier 3 Budget],[Actual]-[Total Tier 3 Budget],
...
)