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Hi- I have 2 metrics that I need to show on one dashboard. They are both the same monthly metric, but one is the 12-month rolling average, and one is a YTD average.

 

The dashboard breaks the metric down by manager, which is in the first column. Right now, I have one worksheet for each metric, and I've lined them up in the dashboard. This works fine, except that with only one month in the YTD average, some managers don't have any values this year, so the alignment gets all messed up. Any suggestions? So there is no row in the data for January for a given manager...

 

I've also tried to use just one worksheet, with he grand total functionality, but I'm not sure how to have one total be the 12-month average AND the YTD average.

3 answers
  1. Feb 24, 2023, 6:32 PM

    You can do it in one worksheet, without leveraging grand totals, though there are probably numerous ways, and this is just one. I have 3 managers (because I can't be bothered to create a big data set):

    You can do it in one worksheet, without leveraging grand totals, though there are probably numerous ways, and this is just one.Davina has yet to show up for work yet, this year, so we'll be having words, but in the meantime I've created a few fields (probably more than I would, hopefuilly to make it more obvious what I'm doing):

    • An indicator to show whether a month is part of YTD
    • The values I want to display, only for those rows that in in YTD
    • Two fields to calculated the averages, one for the [Value] field, and one for the [Value for YTD] field
    • A field called Last, to filter the final result to only show me the last row of the data.

    I've also filtered the data for the last 12 months.

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