EXAMPLE - NEXT Function

The following dataset contains order information for the preceding 12 months. You want to compare the current month's average against the preceding quarter.

Source:

Transformation:

Using the ROLLINGAVERAGE function, you can generate a column containing the rolling average of the current month and the two previous months:

ROLLINGAVERAGE(Amount, 3, 0)

-Date

Note the sign of the second parameter and the order parameter. The sort is in the reverse order of the Date parameter, which preserves the current sort order. As a result, the second parameter, which identifies the number of rows to use in the calculation, must be positive to capture the previous months.

Technically, this computation does not capture the prior quarter, since it includes the current quarter as part of the computation. You can use the following column to capture the rolling average of the preceding month, which then becomes the true rolling average for the prior quarter. The window column refers to the name of the column generated from the previous step:

NEXT(window, 1)

-Date

Note that the order parameter must be preserved. This new column, window1, contains your prior quarter rolling average:

Manual rename

window1

'Amount_PriorQtr'

You can reformat this numeric value:

Amount_PriorQtr

NUMFORMAT(Amount_PriorQtr, '###.00')

You can use the following transformation to calculate the net change. This formula computes the change as a percentage of the prior quarter and then formats it as a two-digit percentage.

Single row formula

NUMFORMAT(((Amount - Amount_PriorQtr) / Amount_PriorQtr) * 100, '##.##')

'NetChangePct_PriorQtr'

Results: