4 Replies Latest reply on Nov 19, 2013 6:28 AM by Matt Subjinske

# YTD Growth Calculation

Hello,

Please find the attached very simple example file.

I am trying to calculate September YTD YOY growth.  I want to have a filter or parameter to choose a certain month which allows the visulation to calculate YTD YOY gorwth (not month YOY).  When I do the way in the attached file, YTD growth in the quick table calculation is disabled.

Anyone has solutions, I would appreciate it. Thanks.

Jason

Jason,

Andy

• ###### 2. Re: YTD Growth Calculation

Hi Andy,

Thanks for the response.

I've tried Jonathan's way but I dont think it directly applies to my situation or I am not fully understanding the logic..

Jason

• ###### 3. Re: YTD Growth Calculation

Jason,

Have you found a solution for this?  I am looking for something close to this as well.  I want to show the YoY Growth using YTD numbers vs YoY Growth using Months.  I have tried everything I can think of with no luck! =[ ..

I have tried using the below calc but the % is way off.. This is the same calc used for YoY Growth using Month but switched everything to RUNNING_SUM which should give the YTD numbers..

(ZN(RUNNING_SUM(SUM([Number of Records]))) - LOOKUP(ZN(RUNNING_SUM(SUM([Number of Records]))), -1)) / ABS(LOOKUP(ZN(RUNNING_SUM(SUM([Number of Records]))), -1))

• ###### 4. Re: YTD Growth Calculation

I just figured out my problem.. Not sure if it could be applied to your issues or not Jason..

1. Added my SUM([Number of Records]) pill

2. Added a Table calc for

Calc Typ:"Running Total"

running along: "Date"

Restarting Every: "year of date"

3. Checked the box to perform a secondary Calc on the result

Calc Type: " Percent of difference from"

Calc the difference along: "Date"
At the level: "Year"

Display the values as a percent diff from: "Previous"

not sure if that could be applied to your issue or not Jason but it worked for what I was looking for.. Good luck!