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 soluti…

Hi rbrady - apologies not sure I understand. With these calculations we are trying to avoid filtering out rows because each column in the final table needs to show different periods (and hence different rows). So you are right that any rows outside of the range we define using the dateDiffs will hav…

Sorry for my delayed response. My goal is to have a table that shows only rows which have dates within a specific range specified by controls. However the rows that are shown are not the only ones being used for calculations. For example lets say I set my controls to only the month of May. So my tab…

Hi Jesse, How do we find out the periodic differences when the field is a calculated field and is in percentage terms?

@Tanisha_Shetty you would need to build that ifelse logic into the numerator and denominator for the calculations that compute your percentage, then do the period over period comparison calc using those. Something like: Period 1 percentage: sum(ifelse(whatever logic for period 1, numerator, 0)) / …

@rbrady - I see, this is a little different because you actually want to show multiple date values in the table, along with the period over period comparisons, so your date field will wind up being part of your GROUP BY and the technique describe in this post wont work. You can acheive what you wan…

Thanks Jesse, I will try to implement this. :slight_smile:

[image] Jesse: Or, if you want to base it of the latest date in your data set, then first create a calculated field like this and reference that date field as your end date instead Hi Jesse, if I want this to be based on a filter selection, how can I go about this? I have a governing date fil…

Hi @ShrysNyk - You will need to use a parameter and expose a control for it rather than use a filter on this visual. You can still use the same parameter to drive the filters on your other visuals in the dashboard (when you add your date filter you will see options to have it driven by a parameter),…

[Screen Shot 2022-06-24 at 8.51.42 PM] Hello Jesse, kindly see attached image. I used calculated fields to get all the figures. The figures change every day after an update. On another page I want to use a date picker that will give me exactly these figures for the particular day (in the past) sel…

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

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rbrady May 10, 2022, 10:52pm 12

I see, thank you for the direction!

How to create YTD, QTD, MTD calculation based on my daterecorded column?

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

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