Compare two different metrics year over year
Hi - I'm wanting to create a card that compares two different metrics year over year. Specifically, I want to compare projected profit contribution for the current fiscal year to date to actual profit contribution from the same period last year.
I currently have a simple p-o-p card to which I'd like to add a second bar with the projected profit contribution.
Is there any way to do this?
Thanks in advance for any help!
Laurie
Best Answer
-
I would approach this with a different chart type and beastmodes.
You can create beastmodes for 2017 Actual Profit and 2018 Actual Profit:
`2017 Actual Profit`
ifnull(SUM(CASE WHEN YEAR(`date field`) = 2017 THEN `actual profit field`
END),0)`2018 Actual Profit`
ifnull(SUM(CASE WHEN YEAR(`date field`) = 2018 THEN `actual profit field`
END),0)Then do the same for Projected profit:
`2017 Actual Profit`
ifnull(SUM(CASE WHEN YEAR(`date field`) = 2017 THEN `projected profit field`
END),0)`2018 Actual Profit`
ifnull(SUM(CASE WHEN YEAR(`date field`) = 2018 THEN `projected profit field`
END),0)for the graph, you will also want a month name field:
MONTHNAME(`date field`)
and month number (for sorting)
MONTH(`date field`)
You can then build a "Line + Grouped Bar" visualization.
X-axis would be the Month name beastmode
Y Axis is the first value that you want as a line (`2017 Actual Profit`)
Series:
The first field to add to the series is the second value you want as a line (`2017 Projected Profit`)
The next field is your first bar (`2018 Actual Profit`)
Then (`2018 Projected Profit`)
You will then want to sort by the month # field to get the month names in the right order
In chart Properties you will need to change the general setting "Series on Left Scale" to 2
I might suggest looking at running totals for the bars and lines as well unless the actual monthly performance is more important or informative.
Apologies, I didn't have the time to snap pictures for this post. Let me know if you have more questions and I will try to help more
“There is a superhero in all of us, we just need the courage to put on the cape.” -Superman0
Answers
-
I would approach this with a different chart type and beastmodes.
You can create beastmodes for 2017 Actual Profit and 2018 Actual Profit:
`2017 Actual Profit`
ifnull(SUM(CASE WHEN YEAR(`date field`) = 2017 THEN `actual profit field`
END),0)`2018 Actual Profit`
ifnull(SUM(CASE WHEN YEAR(`date field`) = 2018 THEN `actual profit field`
END),0)Then do the same for Projected profit:
`2017 Actual Profit`
ifnull(SUM(CASE WHEN YEAR(`date field`) = 2017 THEN `projected profit field`
END),0)`2018 Actual Profit`
ifnull(SUM(CASE WHEN YEAR(`date field`) = 2018 THEN `projected profit field`
END),0)for the graph, you will also want a month name field:
MONTHNAME(`date field`)
and month number (for sorting)
MONTH(`date field`)
You can then build a "Line + Grouped Bar" visualization.
X-axis would be the Month name beastmode
Y Axis is the first value that you want as a line (`2017 Actual Profit`)
Series:
The first field to add to the series is the second value you want as a line (`2017 Projected Profit`)
The next field is your first bar (`2018 Actual Profit`)
Then (`2018 Projected Profit`)
You will then want to sort by the month # field to get the month names in the right order
In chart Properties you will need to change the general setting "Series on Left Scale" to 2
I might suggest looking at running totals for the bars and lines as well unless the actual monthly performance is more important or informative.
Apologies, I didn't have the time to snap pictures for this post. Let me know if you have more questions and I will try to help more
“There is a superhero in all of us, we just need the courage to put on the cape.” -Superman0 -
Thanks very much -- I will give your suggestion a try!
0
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