How to Create a Growth Comparison Table for Multiple Metrics (e.g. Revenue, Cost, Engagement) Between Two Time Periods in QuickSight Using Existing Table Charts?

[Drew02]

I have two existing table charts in QuickSight, each displaying data for different months (e.g., February and March). The dataset contains multiple metrics such as Revenue, Cost, Impression, Engagement, etc., with the following structure:

• Columns: date, brand_name, metric_name, value
• Data: The dataset spans over multiple months and contains data for each metric for various brands.

I want to create a new table that compares the growth percentage for the metrics between these two months (e.g., February vs. March). Specifically, I need the table to dynamically adjust based on the selected month and compare the selected month’s metrics to the previous month’s values.

• I have already created calculated fields to filter specific metrics (e.g., Revenue, Cost), but I’m unsure how to automate the comparison without manually creating separate calculated fields for each metric.
  -I want to ensure that the comparison dynamically adjusts when the user selects a different month.

Any advice on how to set this up in QuickSight would be greatly appreciated!

[DylanM]

Hello @Drew02, depending on the desired output, it may be required for you to create calculated fields for each metric. Are you wanting to show all of the metrics at once and their comparison growth percentages, or do you want the user to be able to dynamically click between the metrics and show their growth percentages one at a time?

If you are able to create a generalized version of your data, and create a demo of the analysis in QuickSight Arena, that would make it a lot easier for me to provide some possible solutions directly in a QuickSight analysis and share them with you.

QuickSight Arena -- An embedded instance of QuickSight within the QuickSight Community

[FeatureTile 11(2)] Watch this video for a 30 second intro to Arena. QuickSight Arena provides you with an embedded instance of QuickSight right within the QuickSight Community. Using Arena, you can: Explore creating QuickSight data visualization dashboards for free Publish dashboards to the Community Gallery to showcase your skills Include dashboards depicting your use case while posting questions in the Community Q&A Clone underlying analysis views of published dashboards in order …

Alternatively, I have an analysis in here with some demo data that you can work from in case you are unable to craft a dataset. We may be able to test out some options here:
Shareable Test Dashboard

Just make sure that you publish it as a dashboard when you are done and share it with me. After publishing, click this icon:

Click the button next to the name of the dashboard you created, type confirm, and retrieve the link so you can post it in your response.

That will make it a lot easier for me to guide you towards you expected output. Thank you!