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Wubek
Contributor II
Contributor II

KPI to today

Hello,

 

I have a question about creating a KPI chart with a percentage of budget filling. I have a budget plan for the full month (currently May) and I want the KPI to show a number only up to today. For example, I have sales data that refreshes daily and a budget plan for the current month. I have a KPI for the full month (sales data up to today and budget up to the end of the month) and I also want to have a KPI with sales and budget data up to today. What set analysis should I use?

Labels (3)
1 Solution

Accepted Solutions
Chanty4u
MVP
MVP

Not sure but try this 

sum({<Date={"<=$(=Today())"}>} Sales) / sum({<Date={"<=$(=MonthEnd(Today()))"}>} Budget)

 

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2 Replies
Chanty4u
MVP
MVP

Not sure but try this 

sum({<Date={"<=$(=Today())"}>} Sales) / sum({<Date={"<=$(=MonthEnd(Today()))"}>} Budget)

 

Wubek
Contributor II
Contributor II
Author

Thank you very much!