Calculate MoM% and QoQ calculation within a Date range

[wangerkc]

Hello,

I am looking to do a YoY%, MoM% and QoQ% difference for the following data within a date range. I currently used this calculated fields below which worked ok if the date range picked is for 1 month for example 1st -31st July:

Current Period: ifelse({snapshot_day}>=${StartDate} and {snapshot_day}<=${EndDate},1,0)

Same Period Last Year: ifelse({snapshot_day}>=addDateTime(-1,‘YYYY’,${StartDate}) AND {snapshot_day}<=addDateTime(-1,‘YYYY’,${EndDate}),1,0)

YoY %: sum({Current Period}) / sum(Same Period Last Year}) -1

I need the MoM% and QoQ% to populate if lets say 6 months are picked in the date range as indicated below:

[Max]

Please check out this article as it should answer your questions.

Creating period comparisons with QuickSight's periodOver and periodTo functions

This article uses the SaaS-Sales Dataset that you can download as part of the QuickSight Author Workshop. We will update the data to the current date so your calculations are realistic. If you do not have a QuickSight account please follow the instructions in the Initial Setup. Instructions to create the dataset can be found in Exercise 1 of the Build your first dashboard. Create an analysis for the dataset. The following steps show you how to create visuals to show data from the current year,…

[Karthik_Tharmarajan]

Hi @wangerkc - Did @Max’s suggestion help answer your question? If so, please help the community out by marking it as “Solution!”

Regards,
Karthik

[wangerkc]

Hi Karthik, I am still trying to work on this so not yet completed, hence why i have not yet marked as solution

[wangerkc]

Hello,

Just a quick update i finally managed to get the recommended solution to work as indicated below, so a big thanks to you Max.