eazyBI Report Filter- Compare last year number to this years number for rolling 12 months

[Nicole Gosling]

Can someone please assist. I have an EazyBI report that filters based on "january this year and next month" however the business user wants to see the total rural estimates for a rolling 12 months and compare them to the previous year.  For example:  Rural estimates created in January 2022 as compared to January 2021. 

[Roberts Čāčus · Accepted solution]

Hi @Nicole Gosling 

For the total estimates for a rolling 12 months, I recommend using the predefined Time dimension calculated member "Last 12 months" in the report rows and the desired measure returning the estimate.

For the previous year, you can take the formula from the "Last 12 months" and adjust it to the one below:

Aggregate(
  [Time].[Month].DateMembersBetween('24 months ago', '12 months ago')
)

And define a new calculated member in the Time dimension. See more details on defining calculated members on the eazyBI documentation page - https://docs.eazybi.com/eazybi/analyze-and-visualize/calculated-measures-and-members#Calculatedmeasuresandmembers-Howtodefineanewcalculatedmember.

The report then could look similar to the one below:

Best,

Roberts // support@eazybi.com

[Nicole Gosling]

@Roberts Čāčus thanks for your quick response.  I appreciate the level of detail you provided because I am just beginning to learn eazyBI. 

Currently the report looks like this:

But I want it to look like this:

And I thought I could change the filter in the red box to display the results differently.

Finally, can you recommend any eazyBI training that I could take?  I am very green and finding eazyBI a real challenge to learn.  I do best with videos but anything is great!

Thanks so much!

Nicole

[Roberts Čāčus]

Hi @Nicole Gosling ,

I think I misunderstood your requirement with my initial answer. Correct me if I am wrong (again) - for each month, you want to see current data and compare it to the data from last year of the same month.

In that case, I recommend selecting the desired measure in rows and then using the eazyBI standard calculation "Time ago"->"Year ago" on the measure. That will create a new measure in this report, displaying the desired data. Please see the eazyBI documentation page for more details on standard calculations - https://docs.eazybi.com/eazybi/analyze-and-visualize/create-reports#Createreports-Addstandardcalculationsbasedonaselectedmeasure.

The filter on the Time dimension you highlighted in your screenshot will affect the Time dimension members visible in the rows. See more details here - https://docs.eazybi.com/eazybi/analyze-and-visualize/date-filters.

And training videos - https://docs.eazybi.com/eazybi/learn-more/training-videos. The whole documentation page is a helpful resource, but you can also look at the eazyBI community site - https://community.eazybi.com. Some of the questions you have might as well be answered there already.

Let me know if I missed anything.

Best,

Roberts // support@eazybi.com

[Nicole Gosling]

@Roberts Čāčus  that is correct.  Sorry  I should have provided screen shots in my original ask.  Thanks so much for the information.  I will take a peek at the documentation and give it a try. 

Have a great day!

Thanks,

Nicole :)

[Roberts Čāčus]

@Nicole Gosling don't worry about it.

Let me know if you get stuck or have any other questions regarding eazyBI.

Best,