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stew_scott90
New Contributor II

QTD KPI

Hi, I was wondering if someone would be able to assist with a KPI solution I'm trying to put together.

I'm wanting to have a KPI that displays the data for whichever Quarter we are currently in and one that shows the +/- difference between the current and previous QTR.

For example, based on todays date, the first KPI would show 90% and the second would show a +25%.

FYQTRFYQTRQTRStartQTREnd
FY17Q1FY17Q11/1/20173/31/2017
FY17Q2FY17Q24/1/20176/30/2017
FY17Q3FY17Q37/1/20179/30/2017
FY17Q4FY17Q410/1/201712/31/2017

FYQTRScore
FY17Q165%
FY17Q290%
Tags (1)
2 Replies
aarkay29
Valued Contributor

Re: QTD KPI

may be like this

CurrentQtr

sum({<FYQTR={"$(='FY'&Date(max(Date),'YY')&'Q'&ceil(month(max(Date))/3) )"}>}SCORE)


+/- difference between the current and previous QTR

sum({<FYQTR={"$(='FY'&Date(max(Date),'YY')&'Q'&ceil(month(max(Date))/3) )"}>}SCORE)

-

sum({<FYQTR={"$(='FY'&Date(QuarterStart(max(Date),-1),'YY')&'Q'&ceil(month(QuarterStart(Max(Date),-1))/3))"}>}SCORE)

mov
Esteemed Contributor III

Re: QTD KPI

Take a look at the function InQuarterToDate(), it could be handy in your case.