QTD KPI

[stew_scott90]

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%.

FY	QTR	FYQTR	QTRStart	QTREnd
FY17	Q1	FY17Q1	1/1/2017	3/31/2017
FY17	Q2	FY17Q2	4/1/2017	6/30/2017
FY17	Q3	FY17Q3	7/1/2017	9/30/2017
FY17	Q4	FY17Q4	10/1/2017	12/31/2017

FYQTR	Score
FY17Q1	65%
FY17Q2	90%

[aarkay29]

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)

[Anonymous]

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