Request for YTD Growth % and LYSM Growth % Formulas

[Surendar]

Hi Team,

Could you please help me with the formulas for Year-to-Date (YTD) Growth % and Last Year Same Month (LYSM) Growth %.

Looking forward to your support.

Best regards,
Surendar

[neelay]

@Surendar Hi,

I can give you a hint of how you can do it with the information you have provided.
To calculate growth, you first need to determine the current month and year from the current date, as well as identify the previous year. Next, find the beginning and ending values of the measure you wish to analyze for growth. Calculate the delta between these two values, and compare that result to your reference value. This comparison will give you the growth figure.

Ref :

Get current date

Now - Amazon QuickSight

extract year and month from current date

Extract - Amazon QuickSight

[Surendar]

Hi Neelay.

I actually created it but its not working so asked formula

LYSM Gr %
**(
sum(ifelse(
extract(“YYYY”, {Date_Order}) = extract(“YYYY”, now())
AND extract(“MM”, {Date_Order}) = extract(“MM”, now()),
InvoiceValue,
0
))

sum(ifelse(
extract(“YYYY”, {Date_Order}) = extract(“YYYY”, now()) - 1
AND extract(“MM”,{Date_Order}) = extract(“MM”, now()),
InvoiceValue,
0
))
)
/
sum(ifelse(
extract(“YYYY”, {Date_Order}) = extract(“YYYY”, now()) - 1
AND extract(“MM”,{Date_Order}) = extract(“MM”, now()),
InvoiceValue,
0
))**

YTD
periodOverPeriodDifference(sum({OrderValue_wo_Tax}),{Date_new},YEAR,1)

both are not working

thanks

[Giridhar.Prabhu]

Hi @Surendar

Please refer to the following article. It has got examples for all that you want.

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…

Regards,
Giri

[Brett]

Hi @Surendar,
It’s been awhile since we last heard from you, did you have any additional questions regarding your initial post?

If we do not hear back within the next 3 business days, I’ll close out this topic.

Thank you!

[Brett]

Hi @Surendar,
Since we have not heard back, I’ll go ahead and close out this topic. However, if you have any additional questions, feel free to create a new post in the community and link this discussion for relevant information if needed.

Thank you!