Comparing monthly income in a certain year to the same month income in previous year

NiB

Hello! I have a dataset which contains departments, dates (several years, daily) and income per that department & date. I'm trying to build a table that has departments in the rows and monthly income as values. The columns are a certain year and the previous year. Tried with Sum and Lag. How do I do that?

GrantSmith

I've done a writeup in the past about custom period over period which you could utilize in this case. I'd recommend filtering for just the first of the month instead of all date and grouping your data on a monthly basis before doing the joins but you can read up more on this here: https://dojo.domo.com/main/discussion/53481/a-more-flexible-way-to-do-period-over-period-comparisons#latest