Prior Month Financial Dollar KPI

Anonymous — Wed, 25 Nov 2020 16:16:04 GMT

Hello,

I am trying to create a KPI for showing the difference between the current month $ finances and the previous month $ finances.

The formula I have below does not work: Any advice would be much appreciated:

=Sum({<DischargeDTS = {">=$(=monthstart(addmonths(Max(DischargeDTS),-2)))<=$(=Monthend(addmonths(Max(DischargeDTS),-2)))"}{[Financial Impact])

In terms of displaying the KPI I found this link helpful:

However, I cannot figure out how the indicators are added:

Thanks,

Erin

Re: Prior Month Financial Dollar KPI

sergio0592 — Mon, 27 Nov 2017 18:40:59 GMT

Ty with :

=Sum({<DischargeDTS = {">=$(=monthstart(addmonths(Max(DischargeDTS),-2)))<=$(=Monthend(addmonths(Max(DischargeDTS),-2)))"}>} [Financial Impact])

And about displaying narrow in your expression, you have two ways :

-Use symbol directly in your expression e.g : if(Your_field < 0,'▼'), and use backgroud color for change color if (Your_field>0,red())

-Use image stored on the server : if(Your_field<0, Path/SO_arrow_red, NE_arrow_green)