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
0
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
0 -
Thanks very much -- I will give your suggestion a try!
0
Categories
- All Categories
- 1.8K Product Ideas
- 1.8K Ideas Exchange
- 1.6K Connect
- 1.2K Connectors
- 300 Workbench
- 6 Cloud Amplifier
- 9 Federated
- 2.9K Transform
- 102 SQL DataFlows
- 626 Datasets
- 2.2K Magic ETL
- 3.9K Visualize
- 2.5K Charting
- 753 Beast Mode
- 61 App Studio
- 41 Variables
- 692 Automate
- 177 Apps
- 456 APIs & Domo Developer
- 49 Workflows
- 10 DomoAI
- 38 Predict
- 16 Jupyter Workspaces
- 22 R & Python Tiles
- 398 Distribute
- 115 Domo Everywhere
- 276 Scheduled Reports
- 7 Software Integrations
- 130 Manage
- 127 Governance & Security
- 8 Domo Community Gallery
- 38 Product Releases
- 11 Domo University
- 5.4K Community Forums
- 40 Getting Started
- 30 Community Member Introductions
- 110 Community Announcements
- 4.8K Archive