MOM — Calculating Comparison with the Same/Previous Period

  • Last update:October 09, 2025
  • Overview

    Version

    Report Server Version

    Functional Change

    11.0.4

    Added the MOM function.

    Application Scenario

    The MOM function is used to calculate the comparison with the same/previous period. For example, you can calculate the comparison with the same/previous period of the gross value of production for each quarter by the MOM function, as shown in the following figure.

    应用场景.png

    Function Description

    The MOM function, which supports calculating comparison with the same/previous period, is added in version 11.0.4.

    iconNote:
    The hierarchical coordinate function only supports cell calculations and does not support cross-sheet calculations, watermarks, JavaScript references, or default parameter values.

    Function Explanation

    (1) Overview

    Syntax

    MOM(range,number,shift,boolean)

    Calculating the comparison with the same/previous period

    Parameter 1

    range

    Cell based on which the data is grouped

    Parameter 2

    number

    Range of data that needs to be calculated

    Parameter 3

    shift

    Offset, which is -1 by default, omissible

    For example, if you want to calculate the comparison of each month with the month before the last, enter -2.

    Parameter 4

    boolean

    Representing the horizontal or vertical expansion and can be omitted

    If it is omitted, by default, data will expand following the expansion direction of the cell where Parameter 2 is located.

    true indicates the vertical expansion, while false indicates the horizontal expansion.

    (2) Example

    Cell A1 represents the column where the year is located, cell B1 represents the column where the month is located, and cell C1 represents the monthly production value.

    MOM(B1,C1) represents the comparison of each month with the previous period. The comparison of the first month with the previous period is 0 by default.

    Due to the expanding attribute of the report, MOM(A1,C1) represents the comparison of the month in each year with the same month in the previous year, namely, the comparison with the same period. The comparison of the first year with the same period is 0.

    Example

    Report Creation

    Create a general report, as shown in the following figure.

    新建报表.png

    Data Preparation

    Create a built-in dataset Embedded1, as shown in the following figure.

    准备数据.png

    Report Design

    Enter text in cells A1 to C1 and drag the corresponding data columns to cells A2 to C2, as shown in the following figure.

    设计报表.png

    Insertion of the Hierarchical Coordinate Function

    (1) Enter text in cells D1 and E1 respectively, enter the formula MOM(A2,C2) in cell D2, and enter the formula MOM(B2,C2) in cell E2, as shown in the following figure.

    插入层次坐标函数.png

    (2) The following table explains the formula.

    Formula

    Description

    MOM(A2,C2)

    Represents the comparison of the month in each year with the same month in the previous year, namely, the comparison with the same period. The comparison of the first year with the same period is 0. This cell expands following the expansion direction of cell C2.

    MOM(B2,C2)

    Represents the comparison of the month with the previous month, namely, the comparison with the previous period. The comparison of the first month with the previous period is 0. This cell expands following the expansion direction of cell C2.

    Format Setting

    For cells D1 and E1, set Format to Percentage, and select #0.00% from the drop-down list, as shown in the following figure.

    设置格式.png

    Effect Display

    (1) PC

    Save the report and click Pagination Preview. The following figure shows the preview effect.

    PC.png

    (2) Mobile terminal

    The preview effects on the DataAnalyst app and the HTML5 terminal are the same, as shown in the following figure.

    mobile.jpg

    Template Download

    Download the completed template by clicking MOM.cpt.

    Attachment List


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