Flex tables – “The Pen-Pen-Ultimate Value”
By Neil Gordon, Business Consultant at TELUS
Tuesday, September 20, 2022
A Problem statement: How to exclude weeks and months from the Flex Table card that are not yet complete so users don’t think the period over period numbers are soft?
A Solution Statement: This secret sauce allows for a true week over week or month over month comparison by excluding the current week or month that hasn’t yet completed.
Demo: Use a beast mode to dynamically limit your data to exclude the current week or month from the Flex Table card. Effectively this will change Penultimate Value to “Two weeks ago” and Last Value to “Last week” instead of “Last week” and “Current week”.
My “Secret Sauce”: Create a beast mode named “Week Filter” or “Month Filter” with the following formula.
NOTE: WEEKOFYEAR() function can be substituted with MONTH() and `ACTIVITY_DATE` is your date data field in your dataset.
This will give the current period a value of ‘0’ that you can then filter in your card to be “Not In” ‘0’. Your “Last Value” in your Flex table becomes last week instead of current week and your “Penultimate Value” becomes two weeks ago. Be sure to change your column names to be clear in the General section of the Chart Properties section of your card!
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Neil Gordon is a Business Consultant at TELUS with 20+ years’ experience in the telecommunications sector with a specific focus on customer service, finance and marketing. In his current role, Neil uses DOMO daily to analyze performance for TELUS Small Business solutions. #StandWithOwners Although TELUS has been Neil's primary career he has added secondary jobs at times to round out his experiences and learn the cultures and inner workings of other iconic companies such as the Gap and Starbucks. These opportunities have been very rewarding and the synergies and innovations achieved by working at these companies has been invaluable.