Create a Target Derived from Another Target

Deriving Values based on other Targets uses either aggregation of data or interpolation, the process by which the value of a higher-frequency Target Value is inferred based on an existing lower-frequency target. For example, determining daily Target Values from an existing monthly Target. This article describes how to create a higher-frequency Target from a lower-frequency one.

1. Create a New Target

Access Admin > Reference Objects > Targets

  1. [+ New Target]
  2. Measurement Interval: Choose a Measurement Interval that is a higher-frequency than its Source Target
  3. Target type: Select Target type from a dropdown menu
  4. Name: Give the target a descriptive name
  5. [Save]

2. Populate Target Data

Open the Info tab

  1. Sourced from: Select the "other Target" option
  2. Source Target: Select the Target from which to populate the new Target

[Save] the changes. Values from the source Target’s data tables are used to compute the new Target's Values and are automatically loaded into the Target Data grid.

3. Check the Derived Target Values

Open the Target Data tab

NOTE: If you select another Target source, all existing Target Data are automatically deleted and re-loaded from the newly designated source.

4. Rules for Sourcing from "other Target"

The Source Target drop-down list contains all other Targets with the same Dimensioned by settings as the current Target and with a Measurement Interval populated based on the mapping rules shown below

4.1. Additive Measures

Target's Measurement Interval Can Be Sourced from Target with a Measurement Interval of Calculation Rule
Daily Weekly, Monthly, Annual, Fiscal Month, Fiscal Quarter, Fiscal Year Target Value / # of Days in Period
Weekly Daily Sum (Daily Values in Week)
Monthly Daily, Quarterly, Annual Daily: Sum (values) in period
Quarterly: Target Value / 3
Annual: Target Value / 12
Quarterly Daily, Monthly Annual Daily or Monthly: Sum (Values) in quarter
Annual: Target Value / 4
Annual Daily, Monthly, Quarterly Sum (Taregt Values) for days/month/quarters in the year
Fiscal Month Daily, Fiscal Quarter, Fiscal Year Daily: Sum (values) in period
Quarter: Target Value / 3
Year: Target Value / 12
Fiscal Quarter Daily, Fiscal Month, Fiscal Year Daily or Month: Sum (Values) in quarter
Year: Target Value / 4
Fiscal Year Daily, Fiscal Month, Fiscal Quarter Sum (Taregt Values) for days/month/quarters in the year
MTD
Fiscal MTD		 Daily Sum (Daily Target Values) through specified date (calendar or fiscal)
QTD
Fiscal QTD		 Daily
 Sum (Daily Target Values) through target date (calendar or fiscal)
YTD
Fiscal YTD		 Daily
 Sum (Daily Target Values) through target date for values in year (calendar or fiscal)

The table above maps Target sourcing rules for different Measurement Intervals  and applies if the Values are additive across time periods has been defined as "Yes" (meaning that data can be summed across periods)

4.2. Non-Additive Measures

Target's Measurement Interval Can Be Sourced from Target with a Measurement Interval of Calculation Rule
Daily Weekly, Monthly, Annual, Fiscal Month, Fiscal Quarter, Fiscal Year Target Value for target period in which the specific day falls
Weekly None N/A
Monthly Quarterly, Annual Target Value for target period in which the specific month falls
Quarterly Annual Target Value for year in which the specific quarter falls
Annual None N/A
Fiscal Month Fiscal Quarter, Fiscal Year Target Value for target period in which the specific month falls (calendar or fiscal period)
Fiscal Quarter Fiscal Year Target Value for year in which the specific quarter falls
MTD, QTD, YTD
 None N/A

If the Target's Values are additive across time period field is set to "No", the rules in the table above apply.

NOTE: XTD targets can only be derived from existing target values for measures that are additive.

5. Source Target Error Handling

Source Target Error Handling

When deriving Target Data from "other Target",  the system checks for suitable sources. If none are found, you are notified with an error message when attempting to Save your Target.