In a table I am able to display the difference in % from all months of that column from Januar - November in Comparison to Januar - December.
–> As soon as I want to only show the December, it’s of course empty
How can I solve that?
In the end I want a easy pivot filtered for December which is basically showing me in % how much percent the sum up from Jan - November to Jan - December changes.
Just want to shot for different category how much the sum up of this column changed from last month to reporting month.
In excel or PowerBi I can easily do it but here I don’t know.
Nice seeing you back in the Quick Suite Community! Just to make sure I fully understand your question, are you looking to retrieve the difference between Jan-Dec compared to Jan-Nov (which would just be the the sum of December)? Let me know if I misunderstood anything and please feel free to provide more details if you think it is necessary.
Almost. What I’m trying to calculate is the percentage difference between the cumulative total from January to November and the cumulative total from January to December.
For example:
The sum from January to November is 10,000. In December, we add another 2,000, bringing the total to 12,000. What I want to show is the percentage increase from 10,000 to 12,000.
I can display this comparison easily in a pivot table. However, what I want is to show only December in the visual while still keeping the cumulative totals from the previous months for the calculation. As soon as I filter the visual to December, the previous months are no longer included in the comparison.
(Why only December? I have different categories, and I want to compare which category showed the strongest improvement in the reporting month.)
More context:
I send out a report every month. During each month, orders come in on different days. When I share a new report, I want to show how much the order amount of each category has increased in percentage terms during the reporting month. I can calculate this easily using formulas or table calculations.
The issue arises when I filter the table to show only the reporting month. Once I apply the filter, the cumulative totals from previous months disappear, and so do the calculations based on them.
What I need to understand is how to tell QuickSight to retain the cumulative totals from previous months (and the related calculations) while filtering the visual to show only the current reporting month.
Just checking back in since we haven’t heard from you in a bit. I wanted to see if the guidance shared earlier helped resolve your question, or if you found a solution in the meantime.
If you still have any additional questions related to your initial post, feel free to share them. Otherwise, any update you’re able to provide within the next 3 business days would be helpful for the community.
Thank you for rechecking & sorry for the late response (just returned from vacation).
I went through the guidance. This will kind of work, but I’m facing another issue:
I want to use a parameter to replace “now()” in a month-to-date formula. I would like to use this as a control to be able to filter for the whole month (the report will be updated monthly).
My column with dates has several dates throughout the month. I can only find controls with a date picker. Any idea how I can still use the calculations for month-to-date but be able to filter only on the month level?
Also, how should I adjust this formula to sum up all months for a month-to-date reporting?
ifelse(dateDiff({order_date},now(),“MM”) = 0 AND {order_date}<=now(), sales, 0)
So let’s assume it’s the reporting month December 2025:
I have a table where I want to show all sales summed up this month-to-date and in another column last month-to-date.