Customize the YoY and chain growth rate

1. Overview

1.1 Version

1.2 Application scenarios

Regional analysis does not include the "Date" field, which means the dimension column is not a "Date" field, and the area to be analyzed has a "Date" field. At this time, it is supported that quickly calculating "Contrast value, growth value, growth rate" by "Custiom_Period".

1.3 Function introduction

Custom_Period supports the calculation of the YoY and chain growth rate in the " self-determined time period" or in the "dynamic time".

Note: The calculation field does not support setting "Custom_Period".

2. Example 1: Calculate the YoY and chain growth rate of data in a fixed period of time

The example uses "Contract facts" table data.

For example, we want to calculate the "Contract signing time" as the increase in the "Contract amount" of different "Contract types" in March 2017 compared to the "Contract amount" of different "Contract types" in July 2017.

2.1 Calculate the contract amount of 2017-03 and 2017-07

Enter the component editing interface, drag "Contract type" into the horizontal axis, drag "Contract amount" into the vertical axis and change the name to "2017-03 Contract amount", set "Custom_Period", as shown in the figure below:

Set the Date Field to "Contract signing time", the Calculation type to "Contrast value" and set the date interval to "2017-03-01-2017-03-31". Click "OK", as shown in the figure below:

In the same way, copy a "Contract amount" field, and then calculate the contract amount for 2017-07, as shown in the following figure:

2.2 Calculate the growth value

To calculate the increase in value of the "Contract amount" of different "Contract types" in March 2017 compared to the "Contract amount" of different "Contract types" in July 2017, we copy a "Contract amount" field again and drag it into the indicator column, and change the name to "Increase in contract amount", and set the conditions of "Custom_Period" as shown in the figure below:

2.3 Calculate the growth rate

To calculate the growth rate, copy a "Contract amount" field again, drag it into the indicator column, and change the name to "Growth rate of contract amount", and set the condition of "Custom_Period", as shown in the figure below:

2.4 Effect view

Note: In the YoY and chain growth rate calculation, if the last period value is empty or the current period value is empty, when the current period value is calculated with the last period value, the corresponding calculation results of year-on-year and chain growth rate (including growth value, growth rate) are displayed as empty.

The dynamic time displays the Sale amount from the day to the previous 30 days.

Sample data: 

300.Sales data.xlsx

3.1 Upload data

1) Open "Data Preparation", click "Add Table" to add "EXCEL Dataset". After uploading the "Sales data" table, click "OK" to complete the operation, as shown in the following figure:

3.2 Create components

Click the "Data Preview" corresponding to the "Sales data" table to view the uploaded dataset. Click "Create component", enter the information of the dashboard where the corresponding component is located, and click "OK" to complete the operation. As shown below:

3.3 Calculate Sale amount indicator for the past 5 days

1) Perform "Detail Filtering" to "Sale amount", and get the Sale amount nearly 5 days ago. Click "Sale amount>Detail Filtering", as shown in the figure below:

2) Set the condition of Detail Filtering: the Sale amount in the period from the current date to 5 days before. Click "Add Condition> Please Select Field> Sales date". The field "Sales date" belongs to "SomeDateLater". Select "Dynamic>Day>5 Days Before", and click "OK". As shown below:

3) After setting the conditions, click "OK" again to get an indicator of the Sale amount in the past 5 days. As shown below:

3.4 Calculating year-on-year growth rate

Use the "Custom_Period" under Quick Calculation.

1) Click "Dropdown" on the right side of "Sale amount" , and "Copy" the "Sale amount" indicator, as shown in the figure below:

2) Rename the copied indicator to "YoY growth rate" and cancel the "Detail Filtering" condition, as shown in the following figure:

3) Select "group table", and drag the "Recorder", "Sale amount", and "YoY growth rate" to the horizontal and vertical axes respectively, as shown in the figure below:

4) Set "Custom_Period", select the time field to be set as "Sale date", and set the Calculation Type as "Growth rate", and set the date interval conditions.

The selected time is: five days before the current time to the present.As shown in the following figure:

Comparison time: the data of the same period last year, that is, the data corresponding to one year ago. The second date is set to the day one year ago, and the first date is set to 5 days ago one year ago, as shown in the following figure:

5) After adding the conditions, click "OK", the effect is as shown in the figure below:

Click "Enter the dashboard" edit interface to view the effect.

3.5 Effect view

Note: In the YoY and chain growth rate calculation, if the last period value is empty or the current period value is empty, when the current period value is calculated with the last period value, the corresponding calculation results of year-on-year and chain growth rate (including growth value, growth rate) are displayed as empty.