2 Replies Latest reply: Jun 26, 2017 2:13 PM by Michael Solomovich RSS

    QTD KPI

    Stewart Scott

      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%
        • Re: QTD KPI
          Aar Kay

          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)

          • Re: QTD KPI
            Michael Solomovich

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