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I got it to work the cheap way. I created an excel spreadsheet with PY Actuals but used Exec date as 2022. I have no idea what this means. But, basically I need Domo to take Last Year's Invoiced amounts but apply This Year's date. Better Said. The amount invoiced on 12/1/2021 = $100 Written formula of 12/2/2022 = $100…

Correct, I created a formula in the ETL to capture this information. It's weird because the old ERP data (jan-apr) is working. Thank you for all your help. I can try the beast mode in the card I suppose?

That's what I'm saying. Is that Last Year's Actuals exist in the Exec Date format. But not when i put it into a calc for Previous Year Actual. I"m so baffled and frustrated

I think what's happening is that my cards don't have Exec Dates for May 2022 - XX/XX/XXXX. The PY actual should be zero in our new ERP because we didn't implement it until May 2021. I can't use this formula until we're at the month of the exec date currently, ie May. We don't have any future invoiced orders. I'm going to…

@mhouston & @MarkSnodgrass So, we didn't implement our new erp until May, and that data forward isn't working. So, if we take the top August example, obviously Invoiced amount for 2022 will be $0 (well maybe not obvious, but it's zero). I would expect Last Year's Amount to be $70,560. @mhouston I'm going to look at what…

Yea, so I think I mistyped it now that I reread it myself. I do want your first row where the 100 should pertain to 1/27/2021. I showed you a formula that would have pertained to the previous day, not year. I just tried your second example, and no luck. So, to summarize, because the second beastmode doesn't work either.…

@mhouston got a little movement, but not the right way. So, if I do that: (CASE when YEAR(`Lag Date`) = YEAR(CURRENT_DATE())-1 THEN `Invoiced Amount` ELSE 0 END) then, I'm getting the Invoiced Amount for This Year. It's not pointing to Last Year.

@mhouston OK, interesting. So, I'm going to reply to your last comment because ultimately even having New ERP isolated my Previous Year Actual is still populating a 0. I think once I get that fixed I can handle the other stuff. So: Lag Date: Exec Date - 12 Months So should my formula be (CASE when YEAR(`Lag Date`) =…

hey @mhouston So, I was using that as a sample pic to show that even my test isn't working. Better said with my previous year calculation/beast mode ((CASE when YEAR(`Lag Date`) = YEAR(CURRENT_DATE()) THEN `Invoiced Amount` ELSE 0 END)) i'm not getting any data. However, domo is reading the data as it should be, ie pulling…

Hi @mhouston yes, I'm appending new to old. The column names are identical. 2 things: 1 If I isolate the new ERP and try to look at PY Actuals before the append I still don't get the data, therefore; 2 The append is actually not a problem (yet as far as I know). But the new and old ERP are cooperating for this year actuals.

No dice. Now it flat lines all previous year sales. Although I thought that would at least work for the PreviousYearSales Not sure if this means anything without understanding the ETL dynamics, but... Jan-Apr is old ERP system 1 May-Dec is New ERP system 2 I'm trying to append Old ERP system with New ERP system via…