Add a period over period comparison

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1. Overview

This walkthrough shows you how to add a period over period (or date offset) comparison to your dashboard.

Period over period lets you compare measure values for one period of time against the results from a previous or subsequent period of time.

Related video: Adding a Period-over-Period Comparison

2. Walkthrough

2.1. Create a new dashboard with a metric set

From the main menu, click New, click Dashboard, and then select the Blank template.

Go to the EXPLORE window, expand the Metric Sets folder, and drag an existing metric set (e.g. MetricSet1) to the dashboard canvas.

The metric set is displayed as a bar chart which shows OrderQty by OrderDate.

Bar chart for MetricSet1
Bar chart for MetricSet1

2.2. Add a member range filter

Select the bar chart, go to the toolbar, click Filter, and then click Member Range. In the Filter Binding panel, set the default range of the filter to start at 2007 and end at 2007.

Member Range filter
Member Range filter

2.3. Change the hierarchy level of the metric set

Next, right-click over the bar chart on the dashboard. From the menu, select Data Binding Panel.

In the Data Binding panel, click the Edit icon of the OrderDate hierarchy in the ROWS field.

Click the Edit icon
Click the Edit icon

This opens the Configure Metric Set Element dialog. At the bottom of the dialog, use the Level dropdown to change the hierarchy level from 'Year' to 'Month'.

Configure Metric Set Element dialog
Configure Metric Set Element dialog

The bar chart is updated to show month members along the X axis.

Bar chart showing month members
Bar chart showing month members

2.4. Add a period over period measure

Select the bar chart again, go to the toolbar, click Data Tools, and then click Add Period Over Period.

Add a period over period measure
Add a period over period measure

The Period Over Period Comparison dialog is displayed. In the dialog, select the checkbox option, Automatically Add Parameter Control. This will add a set of controls to allow you to change the period over period settings dynamically while in View mode.

Period Over Period Comparison dialog
Period Over Period Comparison dialog

The bar chart is automatically updated to display a second series corresponding to the previous year's data (e.g. 2006).

Bar chart showing period over period results
Bar chart showing period over period results

A set of controls is also added to the dashboard to allow users to change the period over period settings while in View mode.

Go to the toolbar and click View. Use the period over period controls on the dashboard to:

  • Change the direction of offset from Backwards to Forwards. Default is Backwards.
  • Change the number of time periods to offset. Default is 1.
  • Change the size of each time period. Default is Year.

Switch back to Edit mode and open the Data Binding Panel for the chart. You'll see a second measure named OrderQty Pop-1Year which represents the period over period series.

Period over period is added as a second measure to the metric set
Period over period is added as a second measure to the metric set

3. Returning all comparison data

By default, a period over period measure (e.g., OrderQty PoP-1Year) only returns values for dates where there are corresponding values for the input measure (e.g., OrderQty). However, there may be situations where you want to see all of the period over period measure values regardless of whether there is anything to compare against. For example, you may want to see the period over period values extended into the future in order to determine sales goals.

As an example, consider the following chart visualization of OrderQty and OrderQty PoP-1Year measures.

Chart showing OrderQty and period over period measure
Chart showing OrderQty and period over period measure

To have this chart show all of the period over period values, open the Data Binding Panel for the chart and edit the OrderQty PoP-1Year measure.

Edit the period over period measure
Edit the period over period measure

In the Configure Metric Set Element dialog, select the Return All Parallel Period Comparison Data checkbox option and click Submit.

Select the option to return all comparison data
Select the option to return all comparison data

The chart now displays all of the period over period values, which includes dates where there are no OrderQty values.

Chart shows all period over period values
Chart shows all period over period values

4. See also

 

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