Create static forecast values

Charts

Many times, projections are calculated as X% growth over the previous month. However, there are instances where projections calculated on your end are not true linear projections. In those cases, you may want to insert static values within your Bar Line chart when comparing your company’s performance to the company’s forecast. For this example, we want to display total users overtime versus a company’s projected user total for the current year.

  1. Create your first layer by dragging User Id into the Measures field and Created Date into the Dimensions field. Change the Time Bucket to Month. Name User Id something notable, like User Count.

    Create a chart

  2. Scroll down to the Pipeline and click the plus next to Dataset 1 to create a new layer. On this new layer, Dataset 2, switch to SQL mode and type the following to create a new time series column beginning in January 2016 through December 2016.

    Type this into the SQL editor

  3. In the Pipeline, click the plus button underneath Dataset 2 and choose Edit Column.

    Add an Edit Column step in the Pipeline

  4. Still working with Dataset 2 in the Pipeline, create a Case Statement that assigns each month of the year a corresponding static forecast amount. Attach a forecast value (in this example, they are made-up values) for every month of the year. Make sure that the years and months in this correlate with the dates of your data in Dataset 1 and in SQL for Dataset 2.

    Add a Case Statement into the Pipeline

  5. Click the Merge Databases button in the Pipeline and after selecting Outer Join, click Apply and Close.

    End result - bar/line chart


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