Forum Discussion

Rachel's avatar
Rachel
Frequent Visitor
10 years ago

KPI Visual Goal - Based off previous month's data

I'm having trouble with the Goal piece of the new KPI Visual.  The overview of the feature in the video simply created a goal based off the current month's count.  This doesn't really make sense.  I'...
DanielClark's avatar
DanielClark
Helper II
9 years ago

Rachel,

 

Did you get any further on this issue?

I am just looking into a simillar data set and would like to try and utilise the data in a KPI; the closest I got was, as you described an new column/measure. That is the current and previous month calculation using the previousmonth function and summing the columns, then divide them and convert to percentage.

 

Regards,

 

 

Rachel's avatar
Rachel
Frequent Visitor
9 years ago

DanielClark

 

I did figure out how to do this eventually.  You do need to create a new measure, that aggregates the data, and then I used the SAMEPERIODLASTYEAR function, nested in the DATESMTD or DATESYTD function, for Year over Year comparisons.

 

Hope that makes sense, and helps!  It works quite nicely this way, and allows for filtering on different segments.

  • DanielClark's avatar
    DanielClark
    Helper II
    9 years ago

    Ah okay, that is not quite what I was looking for as I need to compare with the previous month (I have been trying to use the PREVIOUSMONTH fucntion), but the DATESMTD and DATESYTD are both functions that I had not used before and they look like they will be very useful for shorter/longer comparisons. I'll give them a go!

    Thanks for the reply!