SAME_PERIOD

1.1 Expected effect

It is hoped to display the value of the "same period", for example, the value of the same period in June 2009 shows the value in June 2008, as shown in the figure below:

1.2 Implementation ideas

Use the SAME_PERIOD function.

Note 1: The parameters support Y, M, W, and are not case sensitive.

If the user drags the sales date (grouped by year, month, and day) on the horizontal and vertical axis, the calculation result of SAME_PERIOD(SUM_AGG(AMOUNT), "Y") is that the sales are grouped and summarized according to the year, month, and day, and then the data on that day is calculated The sales volume on the same day of the year; if the parameter 2 is "M", the calculation result is the sales volume of that day on the same day of the previous month.

Sample data: "Sales DEMO>FRDemo_ORDERS".

3.1 Calculate the monthly amount for the same period

To calculate the monthly amount for the same period, you need to change the grouping of the date field "SIGNDATE" as "Year Month", as shown in the following figure:

Add a new calculation indicator, named the "same period" field, and enter the formula: SAME_PERIOD(SUM_AGG(AMOUNT),"Y"), as shown in the figure below:

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

3.2 Effect view

Just drag the calculated indicator into the indicator column, so the value of the same period in June 2009 will show the amount in June 2008. For details, please refer to section 1.2 of this article.