Filter Summary Number

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?

Comments

  • Hi there!

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

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

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    SUM

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

    then `New Business Value Column`

    else 0

    end)

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

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    SUM

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

    or `Active Flag Column` = 'Active'

    then `New Business Value Column`

    else 0

    end)

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    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.

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

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