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Create a formula to calculate YOY growth percent

This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release.


How can I create a formula that shows YOY Growth percent?


  1. Create a Custom Account that refers to the GL Account (or other type of account) from 12 months prior. The time and level rollup settings would be set to sum. For example, the formula could look similar to the one below.

    Custom = ACCT.Expenses[time=this-12]
    (The rollups in the current year should then be equal to the rollups in the previous year) 
  2. Create a Metric Account that calculates the year over year growth. This would allow for the rollups to correctly refer to the rollups in the previous period. Make sure to set the Display type to percent.

    Expense YOY = DIV((ACCT.Expenses-ACCT.Custom),ACCT.Custom)
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