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  • 1.  % of Year Complete

    Posted Fri March 27, 2020 11:46 AM

    I am creating a new metric to show users '% of Year Complete' which is = Number of Completed Periods/Total Periods(12).  I looked for the function to get me period number corresponding to the period e.x Feb FY2020. It doesn't seem to be straight forward as I thought. So I come up with this approach. 

     

    1. Load the pre-calculated data

    2. Create filter

    Final table look like this: 

    3. Create Calculated Metric using =Month to Percent Complete - Lookup.Pct Complete

     

    At this point, I am not getting the value in the metric. However, there is no error. What am I missing?


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  • 2.  Re: % of Year Complete

    Posted Fri March 27, 2020 07:55 PM

    Create a formula for the current period:

     

    Period =CurrentDate("MMM:ffff")

     

    Since your data doesn't have the year you are going to have to add it.

    Year = CurrentDate("ffff")

     

    Date = Month&":"&Year

     

    Format your Month as "MMM:ffff"

    Month = DateFormant(Date,"MMM:ffff")

     

    Filter on:

    Period=Month

     

    I think this will work. Might be something easier but this should work.


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  • 3.  Re: % of Year Complete

    Posted Tue March 31, 2020 12:24 PM

    Thanks Michelle! For some reason metric doesn't show value in the KPI, so I have used below approach. 

     

    If calendar year is same as fiscal year,

                           % of Year Complete = CurrentDate("MM")/12

     

    If the number of fiscal periods configured for additional hold open periods 13 14 or 15,then 

                           % of Year Complete = CurrentDate("MM")/PeriodsInYear()

     

    If the calendar year is NOT same as Fiscal Year: our case it runs from July to June so adding/subtracting 6 works.          

                            % of Year Complete =

    If(CurrentDate("MM") < 7, (CurrentDate("MM") + 6)/12, (CurrentDate("MM") - 6)/12)


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