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Aggregation from Month to Quarter > Seasonality in quarter assumption > Distribution back to Month

  • September 20, 2023
  • 4 replies
  • 800 views
K
Master Trendsetter
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Hey team, I have an issue to chose the proper modifiers in one of the metric blocks. 

I have a quota values by month by sales rep and wanted to sum these values into the quarters as a first step. So I’m writing a formula
= Metric block with quotas by month [by sum: Month.Quarter]

Next step is to use in quarter seasonality which is by Month, see the screenshot below. Total for a quarter is 100%. 

What’s the syntax to spread quarterly quota value to months ( I was testing add constant but it didn’t work) and then use the in quarter seasonality? 

 

K

4 replies

Nathan
Employee
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  • NathanEmployee
  • Employee
  • September 21, 2023

Hi,

 

you need to multiply by a metric by month which contains the seasonality (you can input that manually or calculate depending on a rule).

But first your formula will need to put the value of the quota on the right month like this:

Quarter Quota[BY: Month.Quarter] * Seasonnality by month

 

Try it in the playground first to verify that you get what you want

Benji
K
Master Trendsetter
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  • Kamil SobczakMaster Trendsetter
  • Author
  • Master Trendsetter
  • September 21, 2023

So that’s the issue when I use the Quota by quarter and trying to apply the seasonality by month. I’m getting Quarter and Month multiplied. See the screenshot. For example Q1 2023 should include only Jan-Mar 2023 but it is containing all possible months. 

 

 

Nathan
Employee
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  • NathanEmployee
  • Employee
  • September 21, 2023

what is the dimensionality of the first metric ? is it Month ? and the second one ?

Gawain
Employee
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  • GawainEmployee
  • Employee
  • September 22, 2023

Hi Kamil,

Once you have the sum of your quotas by quarter, you should allocate this number on each Month of the Quarter. 

The formula should look like:

‘Quotas by month’[BY SUM: Month.Quarter][BY CONSTANT: Month.Quarter]

The result of this formula will be by Month. You can then multiply this result with your Monthly seasonality.

Let me know if it solves your issue!

KarlW
Benji

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