Comparing Rolling 12 months of current year to previous year.

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Hi, need help with a comparison of rolling 12 months of current and previous year. The comparison shall be in the series chart.

CASE WHEN YTD_Period = 'Current YTD' AND 'Date' BETWEEN DATE_SUB(CURRENT_DATE(), INTERVAL 12 MONTH) AND DATE_ADD(CURRENT_DATE(), INTERVAL 3 MONTH) THEN 'Rolling 12 Months'
WHEN
YTD_Period = 'SPLY YTD' AND 'Date' BETWEEN DATE_SUB(CURRENT_DATE(), INTERVAL 30 MONTH) AND DATE_SUB(CURRENT_DATE(), INTERVAL 12 MONTH) THEN 'Rolling 12 Months' END

Currently, the following chart is built using the above formula. I am using Fiscal Yr Oct'23 to Sept'24. The YTD_Period = 'Current YTD' is all the months included in the current Fiscal year and SPLY YTD means all the months fall in the same period of last fiscal year.

Right now with this formula, it takes me 9 months back, but how do I achieve previous 3 months
Any suggestions.

Answers

  • GrantSmith
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    Does your data have July-Sept in the Current YTD YTD_Period field?

    Are you using Domo's Fiscal calendar?

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