Hey all! There’s a new and easier way to create time period analysis in tables! Period-over-Period Calcs
What is it? A way to add an auto-calculated column for period-over-period calculations. Think of this as an “easy button” for these calculations.
How to use it? Add a column like normal, but now there’s another option under “add column via…” Users are prompted to fill out a pop-up (like the Lookup pop-up) to determine what period they want to compare and what calculations to return. Sigma then automatically creates the correct grouping level, date truncations, and calculations needed.
Note this is using a new function DateLookback, which is basically a GrandTotalAggIF + InPriorDateRange
Step 1: Add a new column
Step 2: Choose the comparison fields and output
Step 3: Sigma automatically creates the grouping and calculations needed
Why use it? Make your life easier! It’s a faster way to create one of analytics’s most common and fundamental functions. It’s also a great way for new users to learn how to use Sigma’s table aggregation features properly.
Anything else to know? The value calcs created still follow the rules of grouping hierarchies because they are a simple aggregation (sum, avg, etc). But the datelookbacks do not follow the same grouping hierarchy rules because they are “Grand Aggregations” (like the GrandTotal calculation) attached to dates.
This image illustrates how these calculations are/aren’t affected by the grouping hierarchies. You can see the blue circles are the same because the calc is Sum([Price]) vs the blue squares which are DateLookback(Sum([Price]), [Year of Date], 1, “year”)
LMK what you think of these! Would love to hear if you find them helpful