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rusmanicai
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Quote rusmanicai Replybullet Topic: Chart percentage of sales relative to monthly goal
    Posted: 17 Mar 2014 at 9:23am
Hello,
I have a sales report that groups order by sales rep, then by order.jobnumber - because one job can have multiple components.

Each sales rep has a monthly goal calculated through a formula:
if salesrep=21 then 15,000 else
if salesrep=74 then 10,000 etc

I need the report to show a chart in the Report Header with the Sales Goal Percentage achieved by each rep.

I calculated the total sales for each group using formulas instead of a running total.
I did this because the first time I tried to plot the percentage using a percentage based on running total, the formula that displays percentage wasn't available in the chart expert.

In the GH1 I have formula "AmountReset":
WhilePrintingRecords;
CurrencyVar Amount := 0;

In the GF2 I have formula "RunningTotal":
whileprintingrecords;
currencyvar amount;
amount:=amount+{sp_OrderList.TotalSellPrice}
Note1: the only thing in my details section is this TotalSellPrice field.
Note2: I placed this formula in GF2 instead of GF1 because when checked against a regular running total the figures matched.

In the GF1 I have formula "AmountDisplay"
whileprintingrecords;
currencyvar amount;

In GF1 I have formula "%ofTarget":
if {@Monthly Sales Goals}>0 then ({@AmountDisplay}/{@Monthly Sales Goals})*100
else 0

The problem I have is: when I go to Chart Expert/Data and select On change of salesrep show value function %oftarget, all sales reps show the same percentage.

There is an option there "Don't summarize" but even with that checked the chart looks the same.

I know I am close,, but have no idea what to do to show the proper values for each sales rep instead of a summary.

Please help.
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otto
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Quote otto Replybullet Posted: 20 Mar 2014 at 5:16am
could you please post an image of how your report looks?
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rusmanicai
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Quote rusmanicai Replybullet Posted: 20 Mar 2014 at 6:45am
How do I do that? I ask because the image icon I clicked on asks me to enter a web address on the image.
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Quote otto Replybullet Posted: 20 Mar 2014 at 8:31am
Try putting the chart at the end of the report because the chart right now appears before the calculation.
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