I want to show Month YoY dynamically

[vboinap]

I need a filter that allows me to compare the current month’s data with the same month from the previous year dynamically. For example, when January 2025 data is available, it should compare against January 2024. When February 2025 data becomes available, it should compare against February 2024, and so on. The filter should automatically adjust to always show the latest available month alongside the corresponding month from the previous year.

[Brett]

Hi @vboinap,
Take a look at the attached article that explores various periodoverperiod calculations:

Period Over Period and Other Date Comparison Calculations (YoY, MoM, YTD, Rolling 90 days, etc)

Often you may want to create tables and other visuals which display multiple fields that are all ‘filtered’ to different date periods, as well as period-over-period fields. However we can’t use normal filters for this since filters get applied to all fields in the visual. Conceptually in this solution we are building the filters directly into the calculated field itself (using the ifelse logic), so that each field can have a different ‘filtered’ time period. You can then do whatever math you wan…

Your calculation may look something like:

Month to date last year (aka LYMTD):

ifelse(dateDiff({order_date},now(),"MM") = 12 AND {order_date} <= addDateTime(-1,"YYYY",now()),sales,0)

Let us know if this helps with your case!