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Comparing current value to target

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Wolfrm
Wolfrm Rank 4 - Community Specialist

Hello,

I'd like to create an analysis that displays the current values of several columns and then compares them to the desired targets. I understand this is something that should be done via KPI, if I'm not mistaken, but I do not have access to this feature. Is there perhaps a different way for me to do this?

Edit: The issue is that the database only contains the current numbers, but the target number are not in there. So I would have to add the target numbers via prompt or in a custom column somehow.

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Answers

  • Hi,

    Well ... a simple table with 3 columns: Current value, Target value, % achieved / delta or whatever name cross your mind.

    You don't need a KPI at all for that

    (add some conditional formatting for red-yellow-green colors, trend icons etc. and you have the same as the KPI ...)

  • [Deleted User]
    [Deleted User] Rank 2 - Community Beginner

    If you have the measures you can just put them into an view you desire. Table, pivot...it just doesn't have all those vanilla functionalities a KPI or KPI watchlist has bust you can always configure everything yourself.

  • Wolfrm
    Wolfrm Rank 4 - Community Specialist

    My apologies. My question wasn't particularly clear I realise now.

    The issue is that the database only contains the current numbers, but the target number are not in there. So I would have to add the target numbers via prompt or in a custom column somehow.

  • [Deleted User]
    [Deleted User] Rank 2 - Community Beginner

    Still easily doable through a prompt with presentation variable which then fills the column formulas you use for the comparison

  • What Christian suggest isn't going to store your target, so each time you open the dashboard you have to enter it.

    What you can do is to use writeback to store it back in your DB, to use an action link calling an UPDATE LSQL or to include in your dashboard via an iframe an input page (APEX or any other web-based input tool you can have).

    But you must store it in your DB somewhere ...

  • Wolfrm
    Wolfrm Rank 4 - Community Specialist

    Do you mean that I can fill one presentation variable with several values?

    It is matter of only 7-8 values that need to be compared. Can I do this with one variable or would I need a separate one for each value?

  • No, one prompt, one variable, one value (when you enter it by hand).

    (The exception is if you define a separator and then split the value of the variable to extract your values, for example 5.6|89|23.4 => 5.6 and 89 and 23.4 , but it's by far not user friendly at all ! )

  • Wolfrm
    Wolfrm Rank 4 - Community Specialist

    Thank you - wIll try that at the office tomorrow. I suspect the next obstacle will be creating custom columns with correctly functioning formulas. Through this is simple subtraction, so hopefully it should be straightforward.

  • Wolfrm
    Wolfrm Rank 4 - Community Specialist

    True, this is not particularly user friendly but valuable to know nonetheless. Thank you!

  • Wolfrm
    Wolfrm Rank 4 - Community Specialist

    I've created this analysis now with the advice I received and it works fine. What I did was, I created 8 presentation variables and then 8 custom columns to handle each of the variables.

    Out of curiosity, is there also a way to display this information in rows instead of columns. I mean, is it possible to use all 8 variables in one column somehow?