Historical Data Collection for the current month

[DeGuzmanG]

I need Performance Analytics to display month-to-date data dynamically. For example, on June 16 it should return data from June 1–16, and on July 20 it should return data from July 1–20.

What configurations are required to support this behavior? If Historical Data Collection must be configured, how should the Collection Parameters be set, given that the available Operator options are only "Fixed" and "Relative"?

Thank you!

[pr8172510]

Hi @DeGuzmanG,

For a Month-to-Date (MTD) trend in Performance Analytics, you typically do not use Historical Data Collection with a fixed monthly range.

Instead, configure the Indicator Source with a Relative date condition so that each collection only includes records from the start of the current month through the collection date.

 Configuration

In your Indicator Source, use a condition similar to:

Date >= This month

or

Date is on or after Start of this month

Then schedule daily data collection.

 result :

June 16  → June 1–16
July 20  → July 1–20
August 5 → August 1–5

automatically.

Historical Data Collection is typically used to backfill existing data. If you use it:

• Operator = Relative
• Relative period = Current Month (or equivalent date filter)

Using Fixed dates would not provide dynamic month-to-date behavior.

 

If you want a KPI that resets every month and accumulates throughout the month:

• Configure the Indicator Source with a relative date filter.
• Run daily collections.
• Trend by Day or Month depending on reporting requirements

[Tanushree Maiti]

Hi @DeGuzmanG 

Refer: https://www.youtube.com/watch?v=aM6JtUndRYk&t=419s

Run historical data collection for a Platform Analytics Solution