Filter Summary Number

user01602

I have multiple cards that show YOY New Business, YOY renewals and YOY overall. Currently the summary number only shows the total for all the years combined. I would like a way to filter the summary number to only show the most recent year or current active year. How can i acccomplish this?

PodiumMason

Hi there!

 

One way this can be accomplished is by using the beast mode functionality. 

 

You could create a beast mode titled for example: "Current Year New Business Summary". It might look something like this:

 

SUM

(Case when Year(`Date Column`) = Year(Current_date())

then `New Business Value Column`

else 0

end)

 

or if you had a way to determine the current active year you could do something like this:

 

SUM

(Case when Year(`Date Column`) = Year(Current_date())

or `Active Flag Column` = 'Active'

then `New Business Value Column`

else 0

end)

 

You could then use this beast mode column in your summary number, which would limit the summary value to only this year's total or current active year total.

 

Let me know if this is helpful or if I can provide any additional clarification.