How to show Monthly vs YTD Comparison Chart?

user06240
user06240 Member
in Charting

Hi all,

 

I am looking to create a chart showing  a comparison between Monthly and Year To Date numbers for Actuals and Forecast

 

Thanks in advance

Best Answer

  • BlueRooster
    BlueRooster Domo Employee
    Answer ✓

    Some of this will depend on how you have your data setup (mainly whether you have already have a YTD column totaling your actuals and forecast through each month) If you don't have that, you'll need to add those two columns ahead of time. 

    So your data may look like this:

    image.png

     

    Once you have that, youll put your Month column as your X axis, your two YTD columns next in your Y axis and then your two Monthly columns. It might look something like this:

    image.png

     

    Finally, with the Line + Grouped Bar chart type selected, go to the General tab and set Series on Left Scale to 2. 

     

    That should give you the chart you're looking for.

     

    Sincerely,

    Valiant

     

    **Please mark "Accept as Solution" if this post solves your problem
    **Say "Thanks" by clicking the "heart" in the post that helped you.

Answers

  • BlueRooster
    BlueRooster Domo Employee

    Could you provide a bit more information about the chart(s) you're wanting? Currently I'm assuming you want to show Monthly Actuals vs Monthly Forecast and YTD Actuals vs YTD Forecast. Are you wanting that combined somehow in 1 chart or are you looking instead for 2 separate charts?

     

    Sincerely,

    Valiant

  • user06240
    user06240 Member

    You are right, I need both these comparisons in the same chart

  • BlueRooster
    BlueRooster Domo Employee

    Do you have a preference on chart type? Ie, 2 bars for Monthly, 2 lines for YTD using a Bar + Line graph?

  • user06240
    user06240 Member

    Actually, anything should do, till the time it is showing two comparisons vividly 

     

    So a chart showing

    - Actuals vs Forecast Montly

    - Actuals vs Forecast YTD

     

    Please suggest if it is possible to achieve this in DOMO

     

    Thanks

  • BlueRooster
    BlueRooster Domo Employee
    Answer ✓

    Some of this will depend on how you have your data setup (mainly whether you have already have a YTD column totaling your actuals and forecast through each month) If you don't have that, you'll need to add those two columns ahead of time. 

    So your data may look like this:

    image.png

     

    Once you have that, youll put your Month column as your X axis, your two YTD columns next in your Y axis and then your two Monthly columns. It might look something like this:

    image.png

     

    Finally, with the Line + Grouped Bar chart type selected, go to the General tab and set Series on Left Scale to 2. 

     

    That should give you the chart you're looking for.

     

    Sincerely,

    Valiant

     

    **Please mark "Accept as Solution" if this post solves your problem
    **Say "Thanks" by clicking the "heart" in the post that helped you.

  • user06240
    user06240 Member

    Hi,

     

    I have been trying to get the YTD and MTD values in DOMO SQL with NO SUCCESS

     

    MonthYearValues
    1-Jan-201823
    1-Feb-201832
    1-Mar-201841
    1-Apr-201854
    1-Jun-201821
    1-Jul-201811

     

    The data looks like above, Kindly help me in achieving YTD and MTD Values

     

    Thanks in advance

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