How to display Year-to-date values
Metric dashboards give you the option to see all “to date” values.
Define the to-date formula
The formula for the YTD/QTD/MTD/WTD calculation is defined directly in the metric’s general settings, under Optional: Advanced Settings, as shown in the picture below.
The calculation is usually defined when creating a new metric.
Show to-date values in the dashboard
To see the values in your metric dashboard, open the dashboard’s edit screen and follow these steps:
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Open the dashboard settings. Go to the metric dashboard and click the Edit icon.
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Select the metric. Click the particular metric you want to set up the to-date calculation for.
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Tick the to-date values. Tick the boxes for YTD, QTD, MTD or WTD to display the values.
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Save and view the dashboard. Click Save, then Save & View.
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