Year over Year Dynamic Comparison

[AndreasM]

Hi All,

I'm trying to build a report that will compare a given month against the same month of the previous year, giving count of % changes.

I will have new data rolling in early every month for the prior month, and I want the user to be able to be able to select previous months to see older reports, so I need a month/year selector. I was able to write a hardcoded calculated column for current/previous year using _add_years/months and current_date, but I need this to update with the users' selections. Currently, any attempt to add a date selection will zero out the moment anything but the current reporting month is selected (as it's hard coded).

I've tried aggregating in a dataset, but it's just breaking out my data once I add in a Year/Month column, making the entire process pointless.

Does anyone have any suggestions on how to make an interactive, dynamic report where new months can be added but users can refer back to previous months?

Thanks.

[cognostechie]

These are called relative time categories. You have used the correct functions and just need to elaborate on that to achieve what you need.

I can make it for you but first I will give you the idea so that you can try it yourself.

?Month? = Parameter which will point to Month selected by the user
?Year? = Parameter which will point to Year selected by the user

Build a Date out of it and use this in conjunction with the _add_months function to derive the same month of the previous year.