Can I make a period over period pivot table with a dynamic date range?

Pierce13

I had a need to create a pivot table that has our % change ( this year sales - last year sales / last year sales). I was able to create an ETL that accomplishes this for any date this year. I am able to filter any date this year (MTD, QTD, YTD, etc.) and a beast mode will take the above formula to calculate my % change.

I am now having trouble taking this a step further. I now want to be able to look at any date, not just this year. For example if I want to look at Q4 2019, data from Q4 2018 is used for the formula. Is this possible? Thank you!

Here is a picture of my ETL:

MarkSnodgrass

There are a couple examples out there for you that are worth looking at:

@jaeW_at_Onyx has a nice video that walks through this:

https://www.youtube.com/watch?v=CDKNOmKClms&t=764s

@GrantSmith also has a nice write-up on how to do this:

https://dojo.domo.com/discussion/53481/a-more-flexible-way-to-do-period-over-period-comparisons#latest

Utilizing the Domo Date Dimension dataset is a key element to make this work.

GrantSmith

Hi @Pierce13

When I'm doing period over period comparisons I'll set up a custom date dimension with offsets. This way you can control how your dates are being compared and makes it a little easier and more manageable to calculate metrics like you're wanting. You can read up on this process here: https://dojo.domo.com/discussion/53481/a-more-flexible-way-to-do-period-over-period-comparisons#latest

I will also be leading a session on this during the January Virtual User Group meeting next week.

MarkSnodgrass

There are a couple examples out there for you that are worth looking at:

@jaeW_at_Onyx has a nice video that walks through this:

https://www.youtube.com/watch?v=CDKNOmKClms&t=764s

@GrantSmith also has a nice write-up on how to do this:

https://dojo.domo.com/discussion/53481/a-more-flexible-way-to-do-period-over-period-comparisons#latest

Utilizing the Domo Date Dimension dataset is a key element to make this work.

GrantSmith

Hi @Pierce13

When I'm doing period over period comparisons I'll set up a custom date dimension with offsets. This way you can control how your dates are being compared and makes it a little easier and more manageable to calculate metrics like you're wanting. You can read up on this process here: https://dojo.domo.com/discussion/53481/a-more-flexible-way-to-do-period-over-period-comparisons#latest

I will also be leading a session on this during the January Virtual User Group meeting next week.

GrantSmith

Looks like @MarkSnodgrass is a faster typer than me. Gotta work on my stealthy quickness.

Pierce13

Thank you so much, I will check out the links.

Pierce13

Just an update: everything seems to be working great. Thank you again!