How do I handle month to date (MTD) calculation in a KPI Card widget?

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

Steps to Display KPI Card Widget with MTD Data

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

3. Choose the Month to date option from the dropdown. After applying the filter, the KPI card widget will be rendered, showing the month-to-date data. The following image shows KPI card widgets without and with MTD filter applied over its data.

By following these steps, you can easily display a KPI Card Widget with MTD data in Bold BI. This allows you to track and visualize your key performance indicators on a month-to-date basis, enabling you to make informed decisions about your business.

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