Who is this article for?

Users who manage Performance Indicator settings.

PI_Admin(+ complex) or higher permissions are required.

In the Performance Indicators (PIs) module, there are features in the collection settings that allow Users to select collection method for target data. This article will provide an overview of the 'Accumulate Towards Annual Figure' option for 'Target Source' in the Collection Settings.

In this article:

1. 'Accumulate Towards Annual Figure' logic
2. Applying it to Annual Targets
3. Practical examples
   
   • Quarterly Data
   • Yearly and Monthly Data
4. Further reading

1. 'Accumulate Towards Annual Figure' logic

Annual Target is divided by the number of time periods in the year for this frequency. This gives the target value for the first time in the year. This value is then added to the target for each subsequent period, until the Annual Target value is reached in the final period.

For example, if the Annual Target is 60 and the period is months. 60/12 months = 5, so the target for April would be 5. May's target would be 10, increasing to March's target of 60.

Here is the logic of the formular by frequency:

• Annual = Target x Number of Period
• Half yearly = Target/2 x Number of Period
• Quarterly = Target/4 x Number of Period
• Monthly = Target/12 x Number of Period
• Weekly = Target/Number of Weeks in a Year x Number of Period
• Daily = Target/365 x Number of Period

Where the Annual Target is used, a message displays to indicate whether a Primary Target has been set in the 'PI Settings' tab.

Recalculating Annual Target rows
Where an annual target is used, the target will only be calculated when the row is first created and will never recalculate automatically. This means previous data will not be affected if amending an existing PI. 

2. Applying it to Annual Targets

When 'Accumulate towards annual figure' directly copies to the Annual Target, or 'Distribute annual figure evenly' is selected, a message will be displayed to indicate whether a Primary Target has been set in the 'PI Settings' tab when the Annual Target is used.

For example, in this case, it would be Year to Date Target.

The system is taking the target specified in the Primary Target field and applying a calculation to it.

If you would like to have a new Target Type configured, please contact our Support Team who will be able to action this for you.

To view your current Target Types:

1. Open Classic.
2. Click the 'PIs' topic button.
3. Select 'Target Types'.

Once you have a new Target Type configured, you will then be able to use this in your PIs and select this as a Primary Target.

3. Practical examples

Quarterly Data

The following example will show steps for 'Quarterly' PI data:

1. Add a period from a selected date range.
2. Insert data for the first row.
   This is important to trigger the calculation.
3. Add the remaining time periods.
4. Click 'Save & Close'.

Target will be auto-populated based on the 'Year-to-Date' figure as shown. Add a value, tick the 'Activated' box and 'Save'.

Once saved, the data will be displayed as shown.

Yearly and Monthly Data

The following example will show steps for 'Yearly' and 'Monthly' PI data.

1. Add a period from a selected date range.
2. Insert data for the first row.
   This is important to trigger the calculation.
3. Enter the yearly target in 'Year-to-Date Target' field/
4. Add the remaining time periods.
5. Click 'Save & Close'.

'Year to Date Target' will be auto-populated based on the first row as shown.

Example of saved results for 'Yearly' and 'Monthly':

4. Further reading

• Target Source collection setting for Performance Indicators