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 Hide KPI's in current year and show in Previous Year

Pritam B Bondarde's profile image
Pritam B Bondarde posted Tue June 10, 2025 05:02 AM

I have created some KPIs, but I need to hide them for the current fiscal year and display them only for previous years. Is there a way to achieve this? Any guidance or suggestions would be appreciated. Thank you!

KPIs
Tony Wong's profile image
Tony Wong

@Pritam B Bondarde, this may not be what you expected (and may not be the most efficient method). I used this method for our previous year data reporting. Switch to previous year and then use Datalink to copy those data to new datasets and labelled them with the prefix PY for all the datasets/metrics you want to display. You will need to load them to the start of the current year period which will allow you to show the KPI as previous year. This means you will need to assign new driver/allocation (metrics) for these new datasets you created and make sure you labeled them with PY prefixes to differentiate them from the current year's metrics.

I hope this is clear to you. Good luck!

Nihat Dogan's profile image
Nihat Dogan

@Pritam B Bondarde, if I understand your question correctly you want these KPIs displayed in your report when end user navigates to previous years from the date range selection, but hidden when they are viewing your report in the current year, right?

If that's the case, you can manage any report components' (KPI being one) visibility in the visibility settings under the 'Report' tab. Select the KPI you want to configure, go to visibility settings (with binocular icon). There will be a pop up screen where you can set your dynamic visibility rule (see the screenshot below). The syntax I used is as follows:

 <%=IF(DateFormat(CurrentDate(),"yyyy")!="2025","","hidden")%>

In this example if the date range selected is in 2025, KPI will be hidden; if end user navigates to any other year, it will be visible. I hard coded 2025 in this example, you can use a year field from your data source you configure in your data set.

I hope this helps. If you have further questions, feel free to reach out.

Guillermo Cuadrado's profile image
Guillermo Cuadrado

We are using the method proposed by @Tony Wong for some calculations that are not available via a LookupObjectUnitValue() call, i.e. in a table. It works well.

Naturally, we are subject to the different schedules of the financial loads and the Datalink connector. Sure, we could run it by hand, but it's handy having it run on a specific day of the month.