Indicator card of YoY and MoM rate

1. Overview

1.1 Background

In real business, it is necessary to monitor various important indicators in real time such as the number of visits and the number of visitors to some websites; the number of visits and sales of some e-commerce stores.

The administrators of FineBI want to monitor the access indicators in real time and at the same time, they want to see the YoY/MoM rate of these data and compare the trend of changes of access data.

1.2 Expected effect

Add the YoY/MoM rate to the indicator card for comparison, as shown in the figure below:

2. Implementation

2.1 Filter out the reading volume yesterday

1) Use the data sheet "User Access Log> Template Execution Log" to create a component.

2) Copy the "Counter" field and name it "Reading volume yesterday", as shown in the figure below:

3) Perform detail filtering of "Reading volume yesterday" to filter out the data of reading volume yesterday. As shown below:

By using "Dynamic Time", you can open it at any time, and all you get is yesterday's data.

2.2 Making indicator cards

Here we take the first indicator card "Number of visits yesterday" as an example to explain how to make an indicator card.

Select the chart type as the kpi indicator card, and drag the "Reading volume yesterday" into the text box, as shown in the figure below:

This indicator card shows the reading volume yesterday.

2) Copy two "Number of Record" fields and drag them into the text field. As shown below:

2.3 Customize the YoY/MoM rate-MoM rate

Calculate the month-on-month rate of reading volume yesterday to reading volume of the previous day.

1) For "Number of record 1", choose "Custom_Period", as shown in the figure below:

2) Select the Calculation Type as "Growth rate". Select yesterday for the Selected time, and the day before yesterday for the Contrast time. 

Note: All need to be set to dynamic time.

3) Set the display name of "Number of record 1" to "MoM rate", as shown in the figure below:

2.4 Customized YoY/MoM rate-YoY rate

Calculate the year-on-year rate of reading volume yesterday and that on the same day of the previous month.

1) For "Number of records 2", select "Custom_Period", select "Growth rate" for the Calculation Type and use dynamic time to compare the data last month, as shown in the figure below:

2) Set the display name of "Number of record 2" to "YoY rate", and the operation is the same as in section 2.3.

2.5 Set text

After the key indicators are obtained, the display of indicator card still needs to be improved.

1) Set the text, as shown in the figure below:

2) Supplement the text, and set the format of the text. Click "OK", as shown in the figure below:

The above is the production of an indicator card, the same is true for other indicator cards.

2.6 Effect view

Please refer to this article: Section 1.2.