The following is a DAX formula you can use to create a calculated column that shows “next year’s” value in “this year’s” row. You can easily adapt this to show “yesterday’s” amount or “tomorrow’s” total as well. It can be modified for days, weeks, months, etc. as long as the time measure is able to be sorted sequentially.
I previously shared how to create a “Today” column in SharePoint that would always be up-to-date even if list items weren’t modified. These were no-code solutions that utilized either SharePoint Designer or Microsoft Flow. You can, however, use Today’s date/time to create views and calculated columns without workflow or script or the need to create another column.
This is a fairly simple solution that takes a date column, compares it to another date and gives you an answer in years (or days, or whatever you want). You’ll need to already have date columns to work with, and if comparing the date to today (years of age, membership, service, etc.) you’ll need a today column (hidden from the view above). This previous post will help you rig a “today” column that is always accurate without needing to update list items manually. Of course all of the following solutions work for any two dates (i.e. day span of vacation request), I’m just sharing specific examples that would involve “Today”.
Update 12/8/17: There’s a better way to do this using Microsoft Flow, if that’s available to you.
You may, at some point, find yourself working with calculations among dates, including “today’s date” which conceptually seems simple but requires a bit of work to function correctly. You may have even created a “today” column that defaults to “current date” or attempted a calculated column only to find that the date will not automatically update each day or that calculated columns cannot show dynamic data like that. Fret no more.
Today columns are essential for use in calculated columns that tell you things like “days until event”, “days without incident” or “years of service” without needing to click any buttons or take any additional steps. Here are some ideas for how you can use the “Today” column in calculations. We’re going to create our solution via SharePoint designer workflow and a new Today column.