Skip to main content
Announcements
July 15, NEW Customer Portal: Initial launch will improve how you submit Support Cases. IMPORTANT DETAILS
cancel
Showing results for 
Search instead for 
Did you mean: 
QS_
Contributor III
Contributor III

Ensuring targets are applied as per effectivity date

I have a dashboard that shows the performance of different departments against their targets. I updated the target in the source Excel table for the new financial year. The target table is as follows.

Owner Target
CAB 0.992
CGO 0.997
COM 0.989
CPL 0.998
RST 0.998
PKP 0.985
FUE 0.999
GSH 0.952
YGG 0.987
IOC 0.987
ABP 0.905
NOC 0.995
ITS 0.998
MED 0.989
CRS 0.997
YRS 0.995
AKG 0.999
SEC 0.987
SME 0.971

 

The transactional data is queried from the database/QVDs. The transaction table and owner table are connected/ have a relationship through the owner field present in both tables. When the owner is selected/filtered, I have a line chart plotted against the target value. 

QS__0-1717308719592.png

Right now, the actual is plotted against the current target retroactively. I want the target line to show the old value until the end of the last financial year and the new target to be shown from 1 Apr 2024.

I'm confused about how I should go about fixing this.

Labels (5)
1 Reply
Vegar
MVP
MVP

You need some way to distinguish the old targets from the new. Maybe by year (or date).

 

An alternative to keeping the targets in a separate table int the data model is to add the target on to your transaction table. You could do that using applymap with a map table  consisting of year|Owner and Target.