Historical data for new year with beast mode

user033690

Hi 

We are coming to a new year, our fiscal year starts Nov,  and wondering on how I can see historical data on my dashboard.  Most of my beast modes are YTD like these 2 below. On the first month of 2021, my data will all change to just  one month.  How can I get a full year data for 2020 for historical review.  Is possible to save a historical page? Your advise will be greatly appreciated. Thank you in advance.

 

BM Sample 1: YTD Gross Rev:

 

SUM(CASE WHEN `Year`= `Year for Today` AND `Month #` <=`Month # for Today`
THEN `Gross Revenue`
ELSE 0
END)

 

 

BM Sample 2: YTD Gross Rev % Change:

(SUM(CASE WHEN `Year`= `Year for Today` AND `Month #` <=`Month # for Today`
THEN `Gross Revenue`
ELSE 0
END)/

SUM(CASE WHEN `Year`= `Year for Today`-1 AND `Month #` <=`Month # for Today`
THEN `Gross Revenue`
ELSE 0
END))-1
End

 

 

 

 

jaeW_at_Onyx

https://www.youtube.com/watch?list=PLUy_qbtzH0S4CkHBUvpOVpLNJluk6upOn&v=wmMrnPO9ivY

 

in this tutorial i'm building an AR aging report, but the concept is still the same, just build a card where you can define the point in time you want to use for your YTD value.

 

What's cool about this is that if you had two rows in your parameter table, you could build a filter card that let's you flick between different points in time.