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There are three options YTD, Period and Rolling.
1. YTD will always show beginning of the financial year to Date To chosen, regardless of Date From selected.
Example 1: - YTD KPI; Period - Monthly, Aggregation - Cumulative
|
Month |
Target |
Actual |
|
July |
10 |
5 |
|
August |
30 |
3 |
|
September |
20 |
4 |
|
October |
10 |
3 |
|
November |
20 |
20 |
If Date From = 1/7/08 and Date To = 30/11/08 the calculation would ignore Date From (as it is a YTD KPI), and therefore calculate it as July+Aug+Sept+Oct+Nov.
2. Period will always show the period Date From and Date To.
Example 2: - Period KPI; Period - Monthly, Aggregation - Cumulative
|
Month |
Target |
Actual |
|
July |
10 |
5 |
|
Aug |
30 |
3 |
|
September |
20 |
4 |
|
October |
10 |
3 |
|
November |
20 |
20 |
If Date From = 1/8/08 and Date To = 30/11/08, the calculation would be just for those months (August + September+ October+ November)
3. Rolling is a time period for the KPI for when it cumulates or averages, e.g. 5 month cumulative KPI would display as follows:
Period 6 shows the sum of period 2 to period 6 (5 periods)
|
Period |
Target |
Variance |
Actual |
Rolling 5 months Actual |
|
1 |
100 |
10 |
91 |
91 |
|
2 |
100 |
10 |
61 |
152 |
|
3 |
110 |
10 |
92 |
244 |
|
4 |
111 |
10 |
100 |
344 |
|
5 |
120 |
10 |
150 |
494 |
|
6 |
100 |
10 |
120 |
523 |
|
7 |
180 |
10 |
60 |
522 |
|
8 |
50 |
10 |
70 |
500 |
|
9 |
90 |
10 |
90 |
490 |
|
10 |
100 |
10 |
100 |
440 |
|
11 |
100 |
10 |
87 |
407 |
|
12 |
100 |
10 |
95 |
442 |
|
13 |
98 |
10 |
92 |
464 |
|
14 |
97 |
10 |
95 |
469 |
|
15 |
96 |
10 |
97 |
466 |
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Last revised: September 04, 2018