PERIOD_ANLS

1.1 Version

1.2 Expected effect

It is hoped that the "period end" value and the value of "last month end" can be displayed, as shown in the figure below:

1.3 Implementation ideas

Use the PERIOD_ANLS function.

Note 1: When the field dragged on the horizontal and vertical axis does not meet the calculation requirements of the function, the indicator will be marked in red. 

Note 2: The parameters support Y, M, W, and are not case sensitive.

Sample data: "Sales DEMO> FRDemo_ORDERS".

3.1 Calculate the amount at the end of the previous year

To calculate the amount at the end of the previous year, you need to change the grouping of the date field "SIGNDATE" to "Year Month", as shown in the figure below:

Add a new calculation indicator, named the "period end", and enter the formula: period_anls(SUM_AGG(contract amount), "Y"), as shown in the figure below:

For the writing of functions, please refer to: Function Calculation Format.

Drag the calculation indicator "period end" into the indicator column, so the corresponding "period end" data for 2009 is the order amount of 2008-12. For details, please refer to section 1.1 of this article.

3.2 Calculate the amount at the end of the previous month

To calculate the ending amount of the last month, you need to change the grouping of the date field "SIGNDATE" to "Year Month Day", as shown in the following figure:

Add a new calculation indicator, named the "last month end", and enter the formula as: period_anls(SUM_AGG(AMOUNT), "M"), as shown in the figure below:

For the writing of functions, please refer to: Function Calculation Format.

Drag the calculation indicator "last month end" into the indicator column, so the final data corresponding to July 2008 is the "AMOUNT" on June 30, 2008. See Section 1.2 of this article for the effect.