add a calculated column

[Anonymous]

Hi, 

I need help with the implementation of a new column. In this column, the realized sales must be substracted from the planned sales (from  the past quarters and current quarter) and distributed to the following quarters.

Examples:

Planning in the first quarter:

quarter	realized sales	planned sales	planning
Q1	96.550€	100.000€
Q2	0€	100.000€	101.150€
Q3	0€	100.000€	101.150€
Q4	0€	100.000€	101.150€
total	96.550€	400.000€	303.450€

the sales in the first year are 96.550€. The difference between the realized and planned sales is 3.450€. The 3.450€ are distributed on the planned sales of the next quarters. (1.150€ are added to the planned values of the next quarters.)

when we are in the second quarter the planning should look like this:

quarter	realized sales	planned sales	planning
Q1	95.550€	100.000€
Q2	101.900€	100.000€
Q3	0€	100.000€	100.775€
Q4	0€	100.000€	100.775€
total	198.450€	400.000€	201.550€

3.450€ are missing from the first quarter. The difference between realized and planned sales from the second quarter are -1.900€ (100.000€ - 101.900€ = -1900€), so 1.900€ more were achieved than planned. The difference between realized and planned sales from Q1 and Q2 is 1.150€ (realized sales: 3.450€ + (-1.900€) = 1550€). 1550€ must be distributed over the quarters 3 and 4.

Thanks!

[Anonymous]

Hi,

I need help with the implementation of a new column. In this column, the realized sales must be subtracted from the planned sales (from the past quarters and current quarter) and distributed to the following quarters.

Examples:

Planning in the first quarter:

quarter	realized sales	planned sales	planning
Q1	96.550€	100.000€
Q2	0€	100.000€	101.150€
Q3	0€	100.000€	101.150€
Q4	0€	100.000€	101.150€
total	96.550€	400.000€	303.450€

the sales in the first year are 96.550€. The difference between the realized and planned sales is 3.450€. The 3.450€ are distributed on the planned sales of the next quarters. (1.150€ are added to the planned values of the next quarters.)

when we are in the second quarter the planning should look like this:

quarter	realized sales	planned sales	planning
Q1	96.550€	100.000€
Q2	101.900€	100.000€
Q3	0€	100.000€	100.775€
Q4	0€	100.000€	100.775€
total	198.450€	400.000€	201.550€

3450€ are missing from the first quarter. the difference between realized and planned sales from the second quarter are -1900€ (100.000€- 101.900€= -1.900), so 1900€ more were achieved than planned. The difference between realized and planned sales from Q1 and Q2 is 1550€ (realized sales: 3450€+(-1900€) = 1550€). 1550€ must be distributed over quarters 3 and 4

Thanks!

[Anonymous]

Hi,

I need help with the implementation of a new column. In this column, the realized sales must be subtracted from the planned sales (from the past quarters and current quarter) and distributed to the following quarters.

Examples:

Planning in the first quarter:

quarter	realized sales	planned sales	planning
Q1	96.550€	100.000€
Q2	0€	100.000€	101.150€
Q3	0€	100.000€	101.150€
Q4	0€	100.000€	101.150€
total	96.550€	400.000€	303.450€

the sales in the first year are 96.550€. The difference between the realized and planned sales is 3.450€. The 3.450€ are distributed on the planned sales of the next quarters. (1.150€ are added to the planned values of the next quarters.)

when we are in the second quarter the planning should look like this:

quarter	realized sales	planned sales	planning
Q1	96.550€	100.000€
Q2	101.900€	100.000€
Q3	0€	100.000€	100.775€
Q4	0€	100.000€	100.775€
total	198.450€	400.000€	201.550€

3450€ are missing from the first quarter. the difference between realized and planned sales from the second quarter are -1900€ (100.000€- 101.900€= -1.900), so 1900€ more were achieved than planned. The difference between realized and planned sales from Q1 and Q2 is 1550€ (realized sales: 3450€+(-1900€) = 1550€). 1550€ must be distributed over quarters 3 and 4

Thanks!

[lbendlin]

"The 3.450€ are distributed on the planned sales of the next quarters."

Which quarters? The remaining quarters of the same year?  If so - what should happen in Q4?

[Anonymous]

The amount must be divided among the remaining quarters. If you are in the fourth quarter, the column "salesplanning" must be empty.

[lbendlin]

No idea if this is what you are after?

See attached.