Percent change (WoW, MoM, etc) as a trending line in card.

EJRM
EJRM
in Card Building

I'm trying to create a beastmode that could be used in a card to show WoW/MoM/QoQ changes on a trending line. I'm picturing a 'Line + Grouped Bar' graph that would show the actual number value (bar) as well as the percent increase/decrease for each datapoint (line). We've been successful in creating percent change beastmodes as a summary number, but that is static for specific months. I'd like to see the historical trend within the card. Can anyone help?

Comments

  • PodiumMason
    PodiumMason 🟢

    Hey EJRM!

     

    I went ahead and put together some beast modes that I hope will be helpful for you. My test data is at the month granularity, but the principles should work regardless of what date grain your data is at.

     

    Date Alignment: (This is to align the dates from last year and this year, so if you filter the graph to only this year, you don't lose any data. Basically turns 2016-01-01 into 2017-01-01)

     

    Case when year(`Date`) = YEAR(CURRENT_DATE())-1 then DATE_ADD(`Date`, Interval 1 Year)
    Else `Date` END

     

    This Years Sales: (This is to be used in the bar in the bar+line graph, since we aligned the dates, we don't want to count last years sales as this year's sales, so this excludes last year by date)

     

    SUM(Case when YEAR(`Date`) = year(CURRENT_DATE()) then `Sales` end)

     

    (Optional) Last Years Sales: (In case you want to see last year sales alongside this year with a percentage change line. 

     

    SUM(Case when year(`Date`) = YEAR(CURRENT_DATE()) -1 then `Sales` END)

     

    YoY % Change: (Calculation This year - Last year / Last Year)

     

    (SUM(Case when year(`Date`) = year(CURRENT_DATE()) then `Sales` END)

    -

    SUM(Case when year(`Date`) = (year(CURRENT_DATE())-1) then `Sales` END))

    /

    (SUM(Case when year(`Date`) = (year(CURRENT_DATE())-1) then `Sales` END))

     

    Screenshot of final product:

     

    YoY.PNG

     

    Hope this is helpful! Let me know if you need additional clarification or if you have additional questions.

    **Say 'Thanks' by clicking the thumbs up in the post that helped you.
    **Please mark the post that solves your problem as 'Accepted Solution'
  • PodiumMason
    PodiumMason 🟢

    Also, the knowledge base has a lot of YoY and QoQ and MoM examples: 

     

    http://knowledge.domo.com?cid=beastmodecomparison

     

    The Dojo also has some good questions and answers from the past that could be helpful as well, feel free to search past questions. 

    **Say 'Thanks' by clicking the thumbs up in the post that helped you.
    **Please mark the post that solves your problem as 'Accepted Solution'
  • user12150
    user12150

    What card type did you use?

This discussion has been closed.

Categories