Period over period analysis

Charts

Chartio gives users the ability to easily compare one period of time to a relative previous period of time, for example, week-over-week, month-over-month, year-over-year, etc.

There are a variety of ways to visualize this through Chartio, but begin by creating a table that compares this month’s revenue to last month’s revenue as a basic starting point. In this example, we will be using the Chartio Demo data source.

  1. Create a month-over-month (MoM) table by opening the Payments table and dragging Amount into the Measures field and Payment Date into the Dimensions field. Change the time bucket to month.

    Create a MoM table

  2. Scroll down to the Pipeline and click +Add Transformation and choose Add Column. Name the column Previous Month (or something else to indicate that it is the amount of revenue from last month). Select Lag as the Formula Type; this copies the values from one column into a new column but shifts the rows down based on the Row Offset number (type in 1 for this value).

    Sample chart

    This table now has two columns that compare the current month’s revenue to the previous month’s.

There are many ways to visualize this data in Chartio, but in this example we will be choosing a Single Value KPI that will show us the difference in this month’s revenue from last month’s.

  1. Add a Limit Rows step in the Pipeline to filter on just a single row of data.

    Add a Limit Rows step in the Pipeline

  2. Add another Pipeline step; this time, choose Combine Columns.

    Add a Combine Columns step in the Pipeline

  3. In the Pipeline, add a Hide Columns step and choose the Month of Payment Date column from the dropdown of choices to hide.

    Add a Hide Columns step in the Pipeline

Single Value chart

This now displays the difference in revenue between the current month and the previous month and will update each month. Name the chart something like “MoM Difference in Revenue.” Click Settings and under Pre-text, type a $ to include units on your number.

Add units (a $)


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