Quick Table Calculations: YTD Total, YoY Growth, YTD Growth

Version 1
Created by Shawn Wallwork on Nov 30, 2013 7:32 AM. Last modified by Shawn Wallwork on Aug 15, 2016 3:47 PM.

    Introduction:

     

    Unless you set up your visualization just right YTD Total, Year over Year Growth and YTD Growth are unavailable:

     

    QT YoY - 1.png

     

     

    A search of the Online Help does not produce an article explaining how to set up a visualization so these filters become available. A search of the Knowledge Base produces an article on Table Calculations:

     

    QT YoY - 2.png

     

     

    But this only mentions the need for a date field being in the view. It does not go on to mention what else is required. So this TabWiki explains how to make these Quick Table calculations available.

     

     

    Discussion:

     

    Starting with the first screenshot above, turn the YEAR(Order Date) pill from continuous (green) to discrete (blue). This will make the Year over Year Growth Quick Table Calculation available:


    QT YoY - 3.png

     

    Then to make the YTD Total and the YTD Growth available you need to be displaying a level of detail that is less than a year. So putting a Quarter/Month/Day into the view makes these two Quick Table Calculations available:

     

    QT YoY - 4.png

     

    Summary:

     

    YTD and Year over Year Quick Table Calculations become available when:


    1. A date field is in the view
    2. The date field is discrete
    3. The date field is aggregated to less than a year