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I have a parameter that allows our users to add additional sales to the projected sales. However, since the projected sales are aggregated, I'm left with either adding the sum for all rows, which is incorrect, or getting a aggregate/non-aggregate error? Anybody know how to simply add the parameter value to the summed value?

3 answers
  1. Nov 10, 2022, 6:19 AM

    @Jeremy Johnson​ 

    For a cleaner Projected Sales, I would use a CASE statement. I also parameterized the percent increase.

    //C_Projected Sales

    CASE [Therapeautic Name]

    WHEN "TA1" THEN [Invoice] * (1+([P_Percent Increase]/100))

    WHEN "TA2" THEN [Invoice] * (1+([P_Percent Increase]/100))

    WHEN "TA3" THEN [Invoice] * (1+([P_Percent Increase]/100))

    WHEN "TA4" THEN [Invoice] * (1+([P_Percent Increase]/100))

    WHEN "TA5" THEN [Invoice] * (1+([P_Percent Increase]/100))

    END

    For Additional Sales, just take the sum of projected sales and add the additional sales value

    //C_Additional Sales

    CASE ATTR([Therapeautic Name])

    WHEN 'TA1' THEN SUM([C_Projected Sales])+[TA1 Additional Sales]

    WHEN 'TA2' THEN SUM([C_Projected Sales])+[TA2 Additional Sales]

    WHEN 'TA3' THEN SUM([C_Projected Sales])+[TA3 Additional Sales]

    WHEN 'TA4' THEN SUM([C_Projected Sales])+[TA4 Additional Sales]

    WHEN 'TA5' THEN SUM([C_Projected Sales])+[TA5 Additional Sales]

    END

     

    @Jeremy Johnson​ For a cleaner Projected Sales, I would use a CASE statement. I also parameterized the percent increase.

     

    James Emery

    Tableau Forum Ambassador

     

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