Calculating index vs Year Ago

i have a calendar date column and a sales$ column. i would like to calculate sales index vs year ago. How can i do that within Beast Mode?

Date: Calendar date

Sales $

e.g:

Sales IYA = (Sales $ on 15May2020) / (Sales $ on 15 May 2019) * 100

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is there a way i can shift the date to create a (sales $YA) column?

Comments

  • jaeW_at_Onyx
    jaeW_at_Onyx Budapest / Portland, OR 🟀

    Create a Table of Dates with columns

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    Report Date , Actual Date , Period Type

    1/1/2020 , 1/1/2020, 'Current'

    ...

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    then UNION all the dates with the offset

    1/1/2020, 1/1/2019, 'Previous Year'

    1/2/2020, 1/2/2019, 'Previous Year'

    ...

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    then Fusion your lookup table to your transactional data.Β  (this will effectively double your output rows, so i have one chunk 'Current' and a second chunk 'Previous Year'

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    Then construct beast modes:

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    CurrentAmount = sum(case when 'period type' = 'current' then amount end)

    PreviousYearAmount = sum(case when 'period type' = 'previous year' then amount end.)

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    This model is super effective b/c you can easily extend to include previous month, or previous quarter etc.