Year over Year Cards

calvert_schaefer
calvert_schaefer Member
in Charting

Question regarding year over year cards.

Currently I have a card that shows YTD vs Prior year and its working as expected

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however if I change the dashboard filter to be last 12 months, the card seems to stop working

image.png

Since my "compare to" field in the card is set to "1 year ago" I was expecting that this card would be comparing 1 year ago to the last 12 months but thats obviously not what is happening in this card.

Is there any way to fix this ?

Best Answer

  • Manasi_Panov
    Manasi_Panov Contributor
    Answer ✓

    Hello @calvert_schaefer,

    One approach, as suggested by John Le, involves using variables as a solution. However, is you want to compare Fiscal Years, this creates a huge challenge that requires a more complex Beast Mode formula.

    Another viable solution is utilizing ETL processes to create a column, such as 'Sales_Last_FY', which can then be utilized alongside 'Sales' in your reports.

    Let me know if you need additional explanation for both approaches.

    If you found this post helpful, please use 💡/💖/👍/😊 below! If it solved your problem, don't forget to accept the answer.

Answers

  • DashboardDude
    DashboardDude Coach
    edited January 13

    Hi @calvert_schaefer ,

    You could use variables to help you out instead of using the prebuilt compare to fields in the date dropdown. I made a video to show you:

    https://www.loom.com/share/601578f4d58149aeabc5fcc1c6ac4bab?sid=36378d0e-22b0-4a88-bfcd-7a7d3569bc7a

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  • Manasi_Panov
    Manasi_Panov Contributor
    Answer ✓

    Hello @calvert_schaefer,

    One approach, as suggested by John Le, involves using variables as a solution. However, is you want to compare Fiscal Years, this creates a huge challenge that requires a more complex Beast Mode formula.

    Another viable solution is utilizing ETL processes to create a column, such as 'Sales_Last_FY', which can then be utilized alongside 'Sales' in your reports.

    Let me know if you need additional explanation for both approaches.

    If you found this post helpful, please use 💡/💖/👍/😊 below! If it solved your problem, don't forget to accept the answer.

  • calvert_schaefer
    calvert_schaefer Member

    @Manasi_Panov thanks for your context. Based on the variable video I believe if I want the card to interact with the date range filter on the dashboard the summary table is the best option. I was just hoping to avoid creating another table for something this simple.

    My comparison is always PowerBI where I can just create a measure without any additional ETL/tables/etc

    Sales_PY = calculate(sum('sales'),sameperiodlastyear('calendar'[date])

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