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akuttler
New Contributor III

% increase from last month

Hello,

I have an expression for total payments :

(Sum({<Account={'2000','2001','2002','2003'}>}Trans))*-1

How would I create a measure for % increase in payments from previous month?

I want this to be rolling dates as I load new data every month. So I want...(total for last month-total for current month)/ Total for last month).

1 Solution

Accepted Solutions
MVP
MVP

Re: % increase from last month

Do this in the script to create a new field and then use that as your filter.

Date(MonthStart(TransactionDate), 'MMMM YYYY') as MonthYear


and then use this expression

Sum({<Account = {'2000','2001','2002','2003'}, TransactionDate = {"$(='>=' & Date(MonthStart(Max(TransactionDate)), 'MM/DD/YYYY') & '<' & Date(MonthStart(Max(TransactionDate), 1), 'MM/DD/YYYY'))"}, MonthYear>}Trans)/

Sum({<Account = {'2000','2001','2002','2003'}, TransactionDate = {"$(='>=' & Date(MonthStart(Max(TransactionDate), -1), 'MM/DD/YYYY') & '<' & Date(MonthStart(Max(TransactionDate)), 'MM/DD/YYYY'))"}, MonthYear>}Trans) - 1

26 Replies
MVP
MVP

Re: % increase from last month

Is this in a chart where Month or MonthYear is a dimension? If it is, then try this may be

Sum({<Account={'2000','2001','2002','2003'}>}Trans)/Above(Sum({<Account={'2000','2001','2002','2003'}>}Trans)) - 1

akuttler
New Contributor III

Re: % increase from last month

No I want to display it as a KPI at the top of a sheet above other charts. I have a dimension for month year...and I would like it to update with those selections. The date field is called 'TransactionDate'.

MVP
MVP

Re: % increase from last month

So, you would want to compare the max(MonthYear) to its previous? or compare today's month to its previous?

akuttler
New Contributor III

Re: % increase from last month

Today's month or max month, to previous month (same year).

But I would also like the option to compare to same month (previous year). Could you do both?

MVP
MVP

Re: % increase from last month

You sure can, it will just help to know what date and time related fields do you have and what are there formats

akuttler
New Contributor III

Re: % increase from last month

The date field is 'TransactionDate'  fomat 'mm/dd/yyyy'

MVP
MVP

Re: % increase from last month

May be try this

Sum({<Account = {'2000','2001','2002','2003'}, TransactionDate = {"$(='>=' & Date(MonthStart(Max(TransactionDate)), 'MM/DD/YYYY') & '<' & Date(MonthStart(Max(TransactionDate), 1), 'MM/DD/YYYY'))"}>}Trans)/

Above(Sum({<Account = {'2000','2001','2002','2003'}, TransactionDate = {"$(='>=' & Date(MonthStart(Max(TransactionDate), -1), 'MM/DD/YYYY') & '<' & Date(MonthStart(Max(TransactionDate)), 'MM/DD/YYYY'))"}>}Trans)) - 1

akuttler
New Contributor III

Re: % increase from last month

It gives me NULL

MVP
MVP

Re: % increase from last month

Would you be able to provide a sample?