When you are charting metrics that have a balance and then aggregate them to another time period (e.g. quarterly) you will want to use the Last Value of the period. Balance metrics might be:

  • Cash on Hand

  • Total Customers

  • Monthly Active Users

  • Total Customers

e.g. Cash on Hand monthly might look like:

December

$1,000,000

November

$1,000,000

October

$1,000,000

If you were to chart this Quarterly, you would want it to display as $1,000,000, not $3,000,000. To accomplish this, when you are editing a chart or table, select down on the metric and select "Last Value" under the aggregation option:

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