Forum Discussion
Dynamic target visual based on dates
Hello everyone, I am trying to to make a dynamic target visual based on dates. We have set some client targets per month, so every month we should have a certain amount of total clients. So the visu...
I think what you are showing is already doing what you need. For the "current" month it shows the active contracts. Or did you want to show it for all past and future months as well?
lbendlinWhen I apply the the target to a KPI it automatically sums the targets together, and don't summarize isn't even an option in the visualisation fields section. Even when I set the column to 'Don't summarize' in the properties section it still sums up the targets. Another issue is that the active clients don't add up to the running total. But that is an other story 😣
You may want to try other visuals. multi-cards, or even simple tables. KPI is not good for that purpose.
Also note the exclamation point - it is there for a reason.