Last Year To Date formula

JaymeKnapp

I need to measure sales at the Year To Date and compare sales to Last Year To Date.

What is the date formula to get Last Year To Date?

GrantSmith

When doing Period over Period analysis I recommend restructuring your data to make visualizing your data easier. I've done a write up on this previously here:

https://community-forums.domo.com/main/discussion/53481/a-more-flexible-way-to-do-period-over-period-comparisons

MarkSnodgrass

I will often do a formula like this that I drag into the filters section to get year to date values from previous years.

CASE WHEN DAYOFYEAR(datefield) < = DAYOFYEAR(CURRENT_DATE()) THEN 'Include' ELSE 'Exclude' END

In the filters section, I filter to Include which will filter out any rows that are later in the year.

GrantSmith

When doing Period over Period analysis I recommend restructuring your data to make visualizing your data easier. I've done a write up on this previously here:

https://community-forums.domo.com/main/discussion/53481/a-more-flexible-way-to-do-period-over-period-comparisons

MarkSnodgrass

I will often do a formula like this that I drag into the filters section to get year to date values from previous years.

CASE WHEN DAYOFYEAR(datefield) < = DAYOFYEAR(CURRENT_DATE()) THEN 'Include' ELSE 'Exclude' END

In the filters section, I filter to Include which will filter out any rows that are later in the year.