Can I make a period over period pivot table with a dynamic date range?
I had a need to create a pivot table that has our % change ( this year sales - last year sales / last year sales). I was able to create an ETL that accomplishes this for any date this year. I am able to filter any date this year (MTD, QTD, YTD, etc.) and a beast mode will take the above formula to calculate my % change.
I am now having trouble taking this a step further. I now want to be able to look at any date, not just this year. For example if I want to look at Q4 2019, data from Q4 2018 is used for the formula. Is this possible? Thank you!
Here is a picture of my ETL:
Best Answers
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There are a couple examples out there for you that are worth looking at:
@jaeW_at_Onyx has a nice video that walks through this:
https://www.youtube.com/watch?v=CDKNOmKClms&t=764s
@GrantSmith also has a nice write-up on how to do this:
Utilizing the Domo Date Dimension dataset is a key element to make this work.
**Check out my Domo Tips & Tricks Videos
**Make sure to
any users posts that helped you.
**Please mark as accepted the ones who solved your issue.1 -
Hi @Pierce13
When I'm doing period over period comparisons I'll set up a custom date dimension with offsets. This way you can control how your dates are being compared and makes it a little easier and more manageable to calculate metrics like you're wanting. You can read up on this process here: https://dojo.domo.com/discussion/53481/a-more-flexible-way-to-do-period-over-period-comparisons#latest
I will also be leading a session on this during the January Virtual User Group meeting next week.
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**Did this solve your problem? Accept it as a solution!**1
Answers
-
There are a couple examples out there for you that are worth looking at:
@jaeW_at_Onyx has a nice video that walks through this:
https://www.youtube.com/watch?v=CDKNOmKClms&t=764s
@GrantSmith also has a nice write-up on how to do this:
Utilizing the Domo Date Dimension dataset is a key element to make this work.
**Check out my Domo Tips & Tricks Videos
**Make sure to any users posts that helped you.
**Please mark as accepted the ones who solved your issue.1 -
Hi @Pierce13
When I'm doing period over period comparisons I'll set up a custom date dimension with offsets. This way you can control how your dates are being compared and makes it a little easier and more manageable to calculate metrics like you're wanting. You can read up on this process here: https://dojo.domo.com/discussion/53481/a-more-flexible-way-to-do-period-over-period-comparisons#latest
I will also be leading a session on this during the January Virtual User Group meeting next week.
**Was this post helpful? Click Agree or Like below**
**Did this solve your problem? Accept it as a solution!**1 -
Looks like @MarkSnodgrass is a faster typer than me. Gotta work on my stealthy quickness.
**Was this post helpful? Click Agree or Like below**
**Did this solve your problem? Accept it as a solution!**1 -
Thank you so much, I will check out the links.
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Just an update: everything seems to be working great. Thank you again!
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