How are the Long and Short Trends calculated?

Long Trend

The Long trend Arrow is calculated by finding the difference between that time period vs the average of the previous x number of time periods. In this case, 'X' is defined by the Trend Calculation type.

Short Trend

The Short Trend is calculated by finding the difference between the current and previous time periods. This depends on the Trend Calculation type that has been set, which determines which previous period to use, either the last period or the same period last year.

Trend Calculation Type

There are two options that determine how the Trends are calculated. This field is the Trend Calculation type which can be found in the PI settings tab.

Ongoing Trend - uses the last x values in the collection in the Long Trend calculation
Year to Year Trend - uses the values from the last x years of that period in the Long Trend calculation
The table below gives an indication of how the two methods can produce different results:

How the Trend Arrows indicate changes in performance

For all PI types, the Trend Arrow will always be calculated based on if the Value is getting better or worse relative to the Target, regardless of the PI's status. For Aim to Max PIs, higher is better, and for Aim to Min PIs, lower is better. For Goldilocks PIs, getting closer to the Target is better and getting further from the Target is worse.

• If the Value is better than the calculated average, the Trend arrow will point upwards
• If the Value is worse than the calculated average , the Trend arrow will point downwards
• If the Value is the same as the calculated average, this will show as a dash.