Use dynamic screening to display YoY and Chain growth rate(Time data in the grap

1. Overview

1.1 Version

1.2 Problem description

The basic user data includes data from 2011 to 2017. The existing data is used to create the year-on-year and month-on-month sales based on the year and month. It is hoped to achieve that using the filter component to filter and then displaying the YoY and Chain growth rate of the corresponding year.

The chain growth rate represents the rate of changes in the quantity in two consecutive statistical periods (such as two consecutive days or two consecutive months). Calculation formula: (Current Period-Previous Period)/Previous Period*100%.

The year-on-year growth rate is generally the change rate between the nth month of a certain year and the nth month of the previous year, or the change rate between the nth day of a certain month and the nth day of the previous month. Calculation formula:(Current period-Previous period) / Previous period *100%.

1.3 Implementation ideas

There are two ways to calculate the YoY and Chain growth rate. It is recommended that users use the first method:

• Use "Quick Calculation" of tables to achieve. For details of Quick Calculation function, please refer to: Table Quick Calculation.

• Use functions of "Quick Calculation" to achieve. For details of functions of "Quick Calculation", please refer to: Functions of Quick Calculation.

2. Method 1: Use Quick Calculation

Sample data: "Sales DEMO>Regional data analysis"

2.1 Calculate the chain growth rate

Create a group table, drag the "Contract signing time" field into "Dimensions" column , and set the group type to "Year Month", as shown in the figure below:

Drag the two "Contract amount" fields into "indicator" column, select "Dropdown>Quick Calculation>Year-on-year/Month-on-month>Chain growth rate" for one of the "Contract amount", and name the "Contract amount" "Chain growth rate", as shown below:

2.2 Calculate year-on-year growth rate

Copy "Contract amount" and drag it into "indicator" column, name it as "YoY rate of contract amount", and select "Dropdown>Quick Calculation>Year-on-year/Month-on-month>Year-on-year growth rate>Year" for this field, as shown in the figure below:

2.3 Add Filter components

Enter the dashboard and add "Year-Month" filter component, as shown in the figure below:

Do not select the field, as shown in the figure below:

2.4 Set filter conditions on the time field

Return to the component editing interface, and set the filter condition for "Contract signing time" as "Contract signing time belongs in Year Month", as shown in the following figure:

2.5 Effect view

See section 1.2 of this article for details.

3. Method 2: Use functions

Use the sample data of method one to make components.

3.1 Calculation of the ring ratio

1) Add the calculation indicator for the previous period.

Add the calculation indicator, use functions PREVIOUS_PERIOD to calculate the previous period, please refer to Functions of Quick Calculation for detail. The indicator is named "Month-on-month", as shown in the figure below:

2) Add chain calculation indicator.

Add calculation indicator and use the chain growth rate formula: (Current period-Previous period) /Previous period to calculate the chain growth rate. Name the indicator "Chain growth rate", as shown in the figure below:

3.2 Calculate year-on-year growth rate

1) Add calculation indicator for the same period.

Add calculation indicator, use function SAME_PERIOD to calculate same period. For details, please refer to Functions of Quick Calculation. As shown below:

2) Add year-on-year calculation indicator.

Add calculation indicator and use formula (Current period-Same period) / Same period to calculate the year-on-year growth rate, and name the indicator "YoY growth rate", as shown in the figure below:

Note: If you need to set the calculation result to be empty when the result is infinite, please refer to: infinity/negative number/empty value display as 0.

3.3 Add filter components

See section 2.3 of this article for details.

3.4 Set filter on time field

See section 2.4 of this article for details.

3.5 Effect view

See section 1.2 of this article for details.

4. Matters need attention

If you need to select the field "Contract signing time" in "filter components", and the filter condition set in the "Contract signing time" field is bound to this filter component, then you need to cancel the filter component's control of the group table component, as shown in the following figure :