7 Replies Latest reply on Apr 17, 2018 2:02 PM by Deepak Rai

    Display Current and Prior Year Revenue by Month

    Ken Clampett

      Hi,

       

      I feel like this is a fairly common question, but I am struggling mightily in coming up with the solution that I am hoping to get your help on...

       

      I am building out a dashboard that displays NET REVENUE, broken out by the dimension MONTH YEAR. Here is a sample set for how that data is displayed:

       

      Month YearNet Revenue
      Jan-1610
      Feb-1615
      Mar-1620
      Apr-1625
      May-1630
      Jun-1635
      Jul-1640
      Aug-1645
      Sep-1650
      Oct-1655
      Nov-1660
      Dec-1665
      Jan-1710
      Feb-1720
      Mar-1730
      Apr-1740
      May-1750
      Jun-1760
      Jul-1770
      Aug-1780
      Sep-1790
      Oct-17100
      Nov-17110
      Dec-17120
      Jan-1820
      Feb-1818
      Mar-1816
      Apr-1814
      May-180
      Jun-180
      Jul-180
      Aug-180
      Sep-180
      Oct-180
      Nov-180
      Dec-180

       

      Within the Dashboard, each month is displayed from January to December (meaning it's not a last-12-months view, but a current view for each month in a given year). There is a filter for YEAR. When you set the filter to YEAR = 2018, there are 12 data columns displayed from JAN through DEC that displays the net revenue for that specific year.

       

      so, if I set YEAR = 2018, the data display should be as follows:

       

      JANFEBMARAPRMAYJUNEJULYAUGSEPTOCTNOV

      DEC

      Net Revenue2018161400000000
      Prior Net Revenue102030405060708090100110120

       

      Note that when I select YEAR = 2018, that "Net Revenue" pulls the net revenue for each month in 2018, whereas "Prior Net Revenue" is pulling the net revenue for each month in 2017.

       

      Likewise, if you set YEAR = 2017, the display should be like this:

        

      JANFEBMARAPRMAYJUNEJULYAUGSEPTOCTNOVDEC
      Net Revenue102030405060708090100110120
      Prior Net Revenue101520253035404550556065

       

      I have figured out how to pull the "Net Revenue" row, but cannot pull the "Prior Net Revenue" accurately. Is there a quick solution for this?

       

       

       

      Much appreciated in advance!!

       

      Thank you!