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

[lbl]

Hi @Jesse
I am using 2 parameters ( paramAsOfYear and paramAsOfMonth ) to compute relevant calculated fields prefixed with @. Pivot table is created as below and figures are correct.

However, the column header is showing the calculated field name. How can I change to those in red font.

Using “Value names”, we can specify the parameter field but unable to perform any computation on parameter field e.g. paramAsOfYear-1

Using name like “Previous Month” may not work nice, as it would be better to show explicitly the Year and Month.

Thank you.

[Jesse]

Hi @lbl You can use the Relative Dates on the parameters (may need to make more parameters) to automatically default to a given date that represents the time period, and can use those in your table headers. It’s not as flexible as being able to write your own calculated logic, but you should be able to get most time periods represented using this (prefix each with ‘Month of’ or ‘Week of’, then put the parameter there…

[pushrahu]

Hi @Jesse - Thank you for sharing the detailed calculation. My use case is little different for Quarter Over Quarter comparison.

I want QTD comparison.

This Quarter (January&February 2025) VS Same Quarter (but not complete) (January & February 2024)

Thank you!

[ariebe]

Hi @Jesse great post.
I have a table grouped by week_date, and a column value of distinct count (account_id).
I need to calculate another column: distinct count (account_id) of the last 4 weeks period, for each week_date.
Note that the new calculated field should not equal to sum of distinct counts of relevant 4 weeks.
Thank you