April 13, 2024

Deabruak

The business lovers

The Top Sales Funnel Tools for You: What to Use When Starting Out

Comparing Month and Year Data using Beast Modes




 / Evaluating Thirty day period and Calendar year Info utilizing Beast Modes in Domo
















Trouble Assertion: It is vital to be capable to assess a single thirty day period or calendar year to one more and assure that they are equal. This demands us to possibly cover the present thirty day period from a card considering the fact that it isn’t comprehensive, or show the activity in every month by means of the identical place in time. For case in point, if it is the 15th of the month, just present the first 15 times of action in every single thirty day period. We didn’t want to manually regulate cards just about every month or have to make clear why a thirty day period appears so diverse from yet another thirty day period.

Answer Statement: I was ready to fix this trouble by producing two unique beast modes for the two unique scenarios. If I want to exclude the present-day month from a card, I develop a beast manner that appears to be like at the day in the dataset and checks to see if it is considerably less than or equivalent to the final day of the recent date’s earlier month. If it is, then I assign it a price of “include”, normally I assign it a benefit of “exclude”. I put this beast method in my filter and filter to include. Below is the beast manner:

Beast Mode for which include done months

Case WHEN `EntryDate` <= LAST_DAY(DATE_SUB(CURRENT_DATE(), interval 1 MONTH)) 

THEN ‘Include’

ELSE ‘Exclude’

END

If I want to only show activity through the same point in time each month, I utilize the DAYOFMONTH function to evaluate whether the day is less than or equal to today’s day. I then include or exclude and drag it into the filter just like my other beast mode. This allows us to see how the current month is trending compared to the same point in time as previous months. Here is the beast mode:

Beast Mode for including only up to the same point in time of each month

CASE WHEN DAYOFMONTH(`EntryDate`) <= DAYOFMONTH(CURRENT_DATE()) 

THEN ‘Include’ 

ELSE ‘Exclude’ 

END

Demo: I created a video that demonstrates how to use each function: