Period Presets: Compare Periods on the fly

[vinieme12]

Preset Calendar now with Sort Order

Added two Sorting Order options.

First chart showing Periods immediately after the period ends

example; Q1 after Jan,Feb,Mar   and H1 immediately after 1st half of the year is completed.

While the Second chart shows Period totals towards the end.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||

Comparing metrics for two or more periods is probably a common scenario for all developers in all organizations no matter what domain they are working in.

A Trend comparison between two or more periods for which we’ve been performing set analysis using variables. My App is a simple transformation of the Master Calendar, which allows the users to visualize and evaluate data across multiple periods dynamically without using variables.

For people who think master calendar is of no use, this is probably the best way you would actually making use of it.

Benefits:

• Most beneficial for ease of visualization and provides easy filters for comparing periods for Business users

• No greater than less Set Analysis for comparing dates between

• Simplifies expressions  for faster dashboard performanceJ

• Extended Flexibility for comparing multiple periods, without being restricted by variables.

Attached is just a sample made with Auto generated data.

I would like to hear expert’s reviews.

Cheers

V

Vineeth Pujari

https://in.linkedin.com/in/vineeth-pujari-8a265963

[ajsjoshua]

Hi Vineeth,

Nice work,pls share the script in a word document so it will be useful for PE users.

[ecolomer]

Very nice

Thank's for sharing.

Saludos,

Enrique Colomer

[santiago_respane]

Great contribution, will give it a try.

Thanks a lot!

[vinieme12]

Hi Joshua,

Added script in word document, should be visible after moderation is completed.

Cheers

V

[v_petrenko]

Excellent article, Vineeth, but I couldn't resist of removing the following categories that it shouldn't belong to. Just for keeping their contents as clean as possible.

Developer Toolkit

Management

[#7]

Hi Vineeth, thanks a lot for you contribution. I am using this excellent approach in a Qlik Sense app. Anyway I am not able to perform Year Over Year comparisons, disregarding the PeriodCat selected.

For example, I need the value from FY-2015 to appear under FY-2016, FY-2014 to appear under FY-2015, etc, so that I can afterwads calculate growth (FY-2016/FY-2015-1, etc) for every category. Can you please advise on how to do this?

I am attaching an image to make the example more clear. In last table I want 431.861.308 (FY-2015) to appear under FY-2016 so that I can then calculate = 537.679.781/431.861.3081-1

Thanks

[vinieme12]

try below to show percentage for only the Max FY- Period

=if(PeriodSortOrder  = Max(TOTAL {<PeriodCat={'Full*'}>}PeriodSortOrder),NUM(sum({<PeriodCat={'Full*'}>}Expression1)/before(Column(1)),'##.#0%'),sum({<PeriodCat={'Full*'}>}Expression1))

Use below to show total for first year and percentages for trailing years

=if(PeriodSortOrder = MIN(TOTAL {<Period={'FY*'}>}PeriodSortOrder),sum({<PeriodCat={'Full*'}>}Expression1)

,sum({<PeriodCat={'Full*'}>}Expression1) / before(sum({<PeriodCat={'Full*'}>}Expression1))

)

[#9]

Thanks, that worked wonders for the FY. Now I would like to use the "before" function if a user selects YearMonth category to compare with the 12 months before period. For example I would like to calculate growth 2016-10 versus 2015-10, 2015-10 versus 2014-10, etc. Which measure would you use? Thanks !

[vinieme12]

Hi,

Can I request you to post this as a separate thread , so other community members can also take a look at your query

Thanks

Vineeth

[ahaahaaha]

Thank you for useful information.