Hi All,

I am currently working on some KPIs for my company and they come in two modes. Operational and Strategic. The Operational (or Management) KPIs are recorded monthly. The Strategic (or Board) KPIs are recorded Quarterly.

Some KPIs are just numbers of monetary values so these are easy to some up per Quarter. The problem I am having is when they are a percentage. How do you add three months worth of percentages? The KPI spreadsheet has two sheets one for the monthly Operational KPIs and one sheet for the Strategic quarterly KPIs.

In the past I just took the average of the 3 months of that particular quarter and used this as the Quarterly figure. The problem I feel that if I average every 3 months and use this for my Q1 to Q4 figures and then as the grand total for Q1-Q4 I use an average formula for that then I am taking an average of an average.

So I guess my question is how do I calculate quarterly figures for percentages. Our Year starts from April to March; so April, May June will be Q1. So if the figures for those months are 99%, 98%, 99% then the average for Q1 would be 99%. Is the best way to calculate a quarterly percentage?

I would really appreciate some advice to my issue.

I am using Office 2007.

Thanks.