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How to use conditional set analysis in KPI object

  I wan to change KPI object value based on period... for example I select Jun month period.. then I should be able to get May month revenue  or I select May month I should be able to see April month. I would appreciate to provide any support

   

$40K35K

Periodfieldamount
XTD - Jun-17Revenue40000
XTD - Jun-17COR35000
XTD - May-17Revenue35000
XTD - May-17COR32000
XTD - Apr-17Revenue50000
XTD - Apr-17COR25000
4 Replies
OmarBenSalem
Esteemed Contributor

Re: How to use conditional set analysis in KPI object

Do you have a Date field?

Not applicable

Re: How to use conditional set analysis in KPI object

No I don't have date field...

arvind_patil
Valued Contributor III

Re: How to use conditional set analysis in KPI object

Bhawnesh,

Please do the following steps:

1. calculate month and year according to a field.

   a. using Purgechar function your date should calculate.

   2. Calculate month Year.

       Date(Date#(PurgeChar('XTD - Jun-17','XTD - '),'MMMYY'),'DD-MMM-YYYY')

2. Write  set analysis as Below .

   

Sum({<Date={$'(=addmonths(Max(Date),-1))'}>}Amount)



Thanks,

Arvind Patil

Not applicable

Re: How to use conditional set analysis in KPI object

That is not working ...I added your date expression but it is displaying 01-Jun-2017.but when I checked normal functioning stopped working

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