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:

A more flexible way to do Period over Period comparisons

GrantSmith

Sep 21, 2021

Greetings! I see variations of this topic asked several times so I thought I'd write up all of the information in a singular spot for easier reference. Below I'll outline how I utilize my own date dimension table to have customized period over period charts, compare the current partial month to the same amount of time in the previous period (no more seeing your period over period percentage tank because the month isn't complete yet). I will also go over how to configure and set this up yourselves. Let's get started.

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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:

A more flexible way to do Period over Period comparisons

GrantSmith

Sep 21, 2021

Greetings! I see variations of this topic asked several times so I thought I'd write up all of the information in a singular spot for easier reference. Below I'll outline how I utilize my own date dimension table to have customized period over period charts, compare the current partial month to the same amount of time in the previous period (no more seeing your period over period percentage tank because the month isn't complete yet). I will also go over how to configure and set this up yourselves. Let's get started.

---

View Post

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.