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