Custom Graphing: Ranking Report (ex. Productivity & Efficiency)

The Standing Report is easy to explain and one of the most helpful and powerful tables you can build in Peer 2. Understanding its power is key to gaining Jedi Knight status. But this post comes with a warning: you must use this Force for Good. Do not lured to the Dark Side. There is great temptation to keep its power secret from your colleagues so that you look all-knowing and powerful, while they slave away using excel spreadsheets for hours to produce similar information.

This report answers the question "What is your standing compared to your peers?."

So what does it show? The Standing Report compares your primary CUs performance in however many areas you want against all other CUs in the comparison sets. It shows your actual performance, rank out of the total # of CUs, the other CUs' average performance and what percentile your performance falls into.

Let's look at Productivity & Efficiency to tie together what you learned earlier in the week with the Formula Wizard post and today's lesson.

Begin by selecting the Standing Report. Click on the binocular image on the first line and navigate to Ratio & Scoring --> Productivity & Efficiency.
Double-click on each formula you want to include on the report (you'll see each one you select pop into the window at the bottom.
If you want to do more than 15 rows, you'll have to go back to the Account Selection screen and click "insert" for each new line you want to add (annoying).
When done, give your table a title and select either Preview or Save. Voila! (my new favorite word).
If you want to see how another CU in the comparison set performs, just use the drop down menu on the graph (which regrettably is sorting in descending asset order rather than alphabetically...submitted to fix desk).