Need guidance: dynamic cumulative sales data comparison setup

[VickyYa]

I am looking to conduct a dynamic data comparison by comparing the current year's sales data with that of the same period last year. The data is continually rolling, with each day's sales data contributing to the total sales. consequently, I expect the sales data from the corresponding period last year to also accumulate accordingly. however, I've observed that the data from last year is not automatically increasing. Could you please provide guidance on configuring this setup effectively? thanks

[Jennifer_Dungan]

I think what you are describing, you are comparing "sales this year" to "sales last year" (so you probably have a table with two columns.

Your panel is set to something like "this year (excluding today)" so that you aren't including a partial day (or the rest of this year).... if you do need to include today, we can use a custom date range just to make sure that the rest of the year does show up in your graphs (no point in showing 11+ months of 0).

One of you columns will have a comparison date range to cover "last year"... but I suspect this is where we need to look.

If you are using the straight "Last Year" this would be the full last year.... If you chose a comparative date range to when you created the report... (example, you created it on Jan 18th, so you choose Jan 1-Jan 17th 2023 when you created your comparison), so it's probably a locked, non-rolling date range now..... So it's probably continuing to pull back 17 days worth of data....

Try this for your comparison Date Range:

Start of current year minus 1 year = will get you Jan 1 of the previous year

Start of current day minus 1 year = will basically get you "yesterday" of previous year (to match with your "This year (excluding today)"

IF you are including today, you will want to set custom Date Ranges for your Panel:

And this for your comparison date range:

The only change in the comparison range is to change "Start of" to "End of" current day. "Start of" means 12:00:00 am, "End of" means 11:59:59 pm

If I am missing something else, please let me know. Providing screenshots of your issue (you can block out specific numbers and data for privacy purposes) can help us understand your set up.