KPI's: How to use different aggregation types along with reference date and comparisons

This article explains the aggregation logic for KPI’s.
Will cover Daily, MTD (Month-to-Date), QTD (Quarter-to-Date), YTD (Year-to-Date), and Rolling 12-Month. Each aggregation includes the selected period, comparison to the previous year, and a comparison to the previous period.

Table Overview

The following structure is consistent across all aggregations:

Reference Date Type Selected Period Value on Preview Previous Year Previous Period
Describes the time granularity Defines "previous" or "current" Current data range previewed Same range from last year Comparison to previous period

Daily Aggregation

Reference Date Type Selected Period Value on Preview Previous Year Previous Period
Day Previous Oct 13, 2024 Oct 13, 2023 vs Oct 13, 2024 Oct 12, 2024 vs Oct 13, 2024
Day Current Oct 14, 2024 Oct 14, 2023 vs Oct 14, 2024 Oct 13, 2024 vs Oct 14, 2024

Month-to-Date (MTD)

Reference Date Type Selected Period Value on Preview Previous Year Previous Period
Day Previous Oct 1–13, 2024 Oct 1–13, 2023 vs Oct 1–13, 2024 Sep 1–13, 2024 vs Oct 1–13, 2024
Day Current Oct 1–14, 2024 Oct 1–14, 2023 vs Oct 1–14, 2024 Sep 1–14, 2024 vs Oct 1–14, 2024
Month Previous Sep 2024 Sep 2023 vs Sep 2024 Aug 2024 vs Sep 2024
Month Current Oct 1–14, 2024 Oct 1–13, 2023 vs Oct 1–14, 2024 Sep 1–14, 2024 vs Oct 1–14, 2024

Quarter-to-Date (QTD)

Reference Date Type Selected Period Value on Preview Previous Year Previous Period
Day Previous Oct 1–13, 2024 Oct 1–13, 2023 vs Oct 1–13, 2024 Jul 1–13, 2024 vs Oct 1–13, 2024
Day Current Oct 1–14, 2024 Oct 1–14, 2023 vs Oct 1–14, 2024 Jul 1–14, 2024 vs Oct 1–14, 2024
Quarter Previous Q3 2024 Q3 2023 vs Q3 2024 Q2 2024 vs Q3 2024
Quarter Current Oct 1–14, 2024 Oct 1–14, 2023 vs Oct 1–14, 2024 Jul 1–14, 2024 vs Oct 1–14, 2024

Year-to-Date (YTD)

Reference Date Type Selected Period Value on Preview Previous Year Previous Period
Day Previous Jan 1–Oct 13, 2024 Jan 1–Oct 13, 2023 vs Jan 1–Oct 13, 2024 N/A
Day Current Jan 1–Oct 14, 2024 Jan 1–Oct 14, 2023 vs Jan 1–Oct 14, 2024 N/A
Month Previous Jan–Sep 2024 Jan–Sep 2023 vs Jan–Sep 2024 N/A
Month Current Jan 1–Oct 14, 2024 Jan 1–Oct 14, 2023 vs Jan 1–Oct 14, 2024 N/A
Quarter Previous Q1–Q3 2024 Q1–Q3 2023 vs Q1–Q3 2024 N/A

Rolling 12-Month Aggregation

Reference Date Type Selected Period Value on Preview Previous Year Previous Period
Month Previous Oct 2023–Sep 2024 Oct 2022–Sep 2023 N/A
Month Current Nov 1, 2023–Oct 31, 2024 Nov 1, 2022–Oct 31, 2023 N/A

Notes

  1. Previous Year Comparison: Aligns the current selected period with the same period from the previous year.
  2. Previous Period Comparison: Compares the selected period with the immediately prior period (e.g., Month-over-Month or Quarter-over-Quarter).
  3. Errors for Partial Periods: Aggregations for incomplete quarters, months, or unsupported periods will display an error message to ensure accuracy.
  4. Rolling Data: Rolling 12-month values provide cumulative comparisons for the last year.

 




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