Creating Period-To-Date Functions

Define a period-to-date formula to evaluate measure results collected during a particular period of time. For example, to calculate period-to-date by dividing the measure’s result values by its annual target, you could use this formula:

sum(valuesToDate(result, this, year))/sum(valuesToDate(target,this,year))

Note:

Period-to-date values that are entered manually override those calculated by formulas.

  To create period-to-date formulas:

  1. Select PTD Formula.

  2. Create the formula using a time function in the formula editor. See Time-Related Functions.