3 Replies Latest reply on Apr 5, 2016 12:29 PM by Shawn Wallwork

    How to filter running total of year over year sales?

    ailsa.zheng

       

      So I have a data set that looks like this. Easy peasy year over year sales trend!

       

      But here's the problem: my manager wants me to be able to apply a filter on it so I can see year over year trends for this quarter, last quarter, this month, last month, this year, last year, etc.

       

      While I am using this calculation: If year(today())=year([New Date]) or year(today())=year([New Date])+1 then [Sales] end it filters out last year when add a relative date filter. I can get why, but how can I bypass this without using a parameter? I can't use a parameter because this is part of a greater dashboard for a salesperson to use and everything should apply when they use the relative date quickfilter.

       

      Thank you in advance!