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How do I handle Year to date (YTD) calculation in a KPI Card widget?

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This article will guide you through the process of displaying KPI Card Widgets with Year-to-Date (YTD) data using relative dates in Bold BI.

Steps to Display KPI Card Widget with YTD Data

  • Drag and drop a date field into the card series section in the Assign Data panel.
  • Click the gear icon near the dropped date field and select "Relative Date Filter > Edit..." to apply the relative date filter.

            

  • Choose the "Year to date" option from the dropdown. After applying the filter, the card widget will be rendered, showing the year-to-date data. The following image shows card widgets without and with TTD filter applied over its data.

            

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RM
Written by Rajendran Murugan
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