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How to Calculate a YoYo Growth % based on the selected Year. From Tips & Tricks - Vol 2/21

Sneak: Calculate YoY Growth%

The Tips&Tricks Series is produced by the Customer Success Team. It highlights several easy to follow instructions and range from simple tasks to more advanced use cases.

How to Calculate a YoY Growth % based on the selected Year?

In the following scenario the requirement is to calculation the year on year growth % based on the selected year. In the following Discover report the Survey Year is display both as a filter and a column in the grid view. In this example the Survey Year is a Formulate – Parameter. The Growth % calculation is based on the selected survey year and the previous survey year

  1. The first step is to create a parameter based on the survey years. Select the required year and use the right-click menu option to create a Parameter. Select the created Parameter and use the right-click menu option to make the parameter Shareable – this mean you can re-use the same parameter in other Discover reports based on the same model.

  2. The next step is to create the Growth % calculation. Create a new Formulate – Formula object and select the appropriate data model.
    The Growth % calculation is;
    (Population [Measure] for the selected Survey Year [Year Parameter]) –((Population [Measure] for the selected Survey Year [Year Parameter - 1]) /((Population [Measure] for the selected Survey Year [Year Parameter - 1])

  3. Add a Data Point and select the following: • Measure = Population • Year = Survey Year parameter
  4. Subtract a second Data Point based on the following selections: • Measure = Population • Year = Survey Year parameter. Lag(1) Use the fx selection button to select Lag (1)

  5. Test and save the % Growth formulate object.
  6. Add the % Growth measure to the Discover report. Since the calculation is based on the Survey Year parameter the parameter will automatically be added to the Discover report as a filte

If you have questions about these tips (or improvements) please let us know in a comment.

 

P.S. We will post previous Tip&Tricks as well as all new ones to keep this information active and available to all users.

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