Custom Comparison with Same/Previous Period

Application Scenario

The function is to calculate the same period and the previous period ratios based on a self-defined time period or a dynamic time.

Function Description

If the date field exists in the to-be-analyzed area rather than in Dimension, you can calculate the comparison value, growth value, and growth rate through the function.

Note:

The function is not available to calculation fields.

Comparison value: the value of the selected Comparison Time, that is, the values of the selected Date or Date Interval after filtering.

Growth value: the increased value of Comparison Time compared to Selected Time. The decreased value will be displayed as a negative value.

Growth rate: the increased ratio of Comparison Time to Selected Time. The decreased ratio will be displayed as a negative value.

For example, you can calculate the growth of the lump sum for different types of contracts in January 2014 in comparison with that in March 2014.

Calculation of Lump Sum in 2014-01 and 2014-03

Go to the component editing page, drag the Type of Contract field into Dimension and the Lump Sum field into Indicator, and modify the name to 2014-01 Lump Sum. Click the icon  and choose Quick Calculation ＞ Comparison with Same Period/Comparison with Previous Period ＞ Custom Comparison with Same/Previous Period, as shown in the following figure.

Set Date Field to Contract Signing Time and Calculation Type to Comparison Value, set Date Interval between 2014-01-01 and 2014-01-31, and click OK, as shown in the following figure.

Similarly, copy a Lump Sum field and then calculate the lump sum of March 2014, as shown in the following figure.

Growth Value Calculation

To calculate the growth value of the lump sum for different types of contracts in January 2014 compared to that in March 2014, copy a second Lump Sum field, drag the copied field into Indicator, rename it Lump Sum Growth Value, and set the conditions for Custom Comparison with Same/Previous Period, as shown in the following figure.

Growth Rate Calculation

To calculate the growth rate of the lump sum for different types of contracts in January 2014 compared to that in March 2014, copy one more Lump Sum field, drag the copied field into Indicator, rename it Lump Sum Growth Rate, and set the conditions for Custom Comparison with Same/Previous Period, as shown in the following figure.

Effect Display

On PC

Note:

In the calculation of the same period/previous period ratio, if the previous period value or the current period value is empty, the corresponding calculation results of the same period/previous period ratios (including the growth value and the growth rate) will be displayed as empty when the current period value and the previous period value are calculated.

On Mobile Terminals

Display the sales volume from the previous 30 days to the current day dynamically, and calculate the same period ratio.

You can download the example data.Sales Data.xlsx

Data Uploading

Create an analysis subject and upload the example data, as shown in the following figure.

Component Creation

Create a component, as shown in the following figure.

Calculation of Sales Volume in the Past Ten Days

1. Perform detailed filtering for the Sales Volume field to obtain the sales volume in the past ten days. Click the icon  and select Filter Detail from the drop-down list, as shown in the following figure.

2. Set the detailed filtering conditions to obtain the sales volume in the past ten days of the current date. Click Add Condition and Please Select Field, select Sales Date from the drop-down list, and set the parameter to Sales Date Since Time Point. Select Dynamic Time, tick Year and Day, and set 10 Day Before, and click OK.

Growth Rate Calculation of the Same Period

Use the Custom Comparison with Same/Previous Period function in Quick Calculation.

1. Click the icon  of the Sales Volume field, and select Copy from the drop-down list, as shown in the following figure.

2. Rename the copied field YOY Growth Rate and delete the detailed filtering condition, as shown in the following figure.

3. Click the Group Table icon in Chart Type and drag the Salesperson field into Dimension, and the Sales Volume field and the YOY Grow Rate field into Indicator, as shown in the following figure.

4. Set specific parameters of Custom Comparison with Same/Previous Period. Set Date Field to Sales Date and Calculation Type to Growth Rate, and set the condition for the date interval, as shown in the following figure.

Selected Time: ten days before the current day to current day in Dynamic Time.

Comparison Time: last year's corresponding data, which refers to the data from the same time one year ago. The second date is set to the same day one year ago, while the first date is set to ten days before one year ago.

5. After adding the conditions, click OK, and the effect is shown in the following figure.

Add the component to the dashboard to view the effect.

Effect Display

On PC

On Mobile Terminals

The effect is shown as follows.

Note:

In the calculation of the same period/previous period ratio, if the previous period value or the current period value is empty, the corresponding calculation results of the same period and previous period ratios (including the growth value and the growth rate) will be displayed as empty when the current period value and the previous period value are calculated.