Show Prior Year Sales in Current Year Column

TRusso — Mon, 04 Dec 2023 20:35:20 GMT

Hi all,

This sounds like a relatively easy request, but the challenge is I'm showing a bunch of metrics in a single table against a target. Both Current Year (CY) and Prior Year (PY) are required by the business as rows.

The table would look like the below ideally:

Orders	2023 Dec
Current Year	150
Target	125
Prior Year	115

We use a canonical type calendar in our apps as many of our objects use dates from over 10 types (lead, campaign, order, revenue recognition, AR, etc) so we can use a common date axis with many KPIs.

Long story short, how would I get Prior year to show 2022 Dec #s on a table with 2023 Dec as the Month of the calendar? If it helps, in our set expressions we use a field created in the calendar called CurrentMonthID. Current month is 0, 12 months ago is -12, etc. Makes it simple for flagging and date ranges with fiscal calendars.

topic Show Prior Year Sales in Current Year Column in App Development

Show Prior Year Sales in Current Year Column