Report of the Week: Comparison Between Static and Dynamic Metric Values:

Report of the Week: Comparison Between Static and Dynamic Metric Values:

Imagine you can create just one report to access the business performance for the last 12 months?  For example, if you want to compare your business's expenses to its various performance parameters like: Conversion Rate, Retention Rate, Addition Trend and Sales across a stipulated time, you can effectively use variables as shown below.


Variables are nothing but parameters that hold dynamic values for various operations. These values can be substituted dynamically over a single report to derive different insights.

To compare the company's cost expenditure with the business's retention rate, sales and conversion rate,

  • Create a plain text variable through Workspace Settings > Variables > Create New Variable.
  • Define the following value as list, Sales', Conversion Rate, Addition Rate and Retention Rate.
  • Create a new chart view. You can find, Add Aggregate Formula at the bottom of the left pane, click on it to create a new aggregate formula column.

    Formula column:
    f(${KPI_Of_Business} = 'Retention Rate',avg("Table - Variable"."Retention Rate"),if(${KPI_Of_Business} = 'Addition Rate',avg("Table - Variable"."Addition Rate"),if(${KPI_Of_Business} = 'Conversion Rate',avg("Table - Variable"."Conversion Rate"),if(${KPI_Of_Business} = 'Sales',sum("Table - Variable"."Sales"),sum(0)))))

  • Drag and drop the relevant Date column in X-Axis, Cost column in Y-Axis and then drop the Aggregate Formula column in Y-Axis.

    Now, drop the variable column (available under Variables tab on the top left of the left pane) into the  User Filters tab.




  • In View Mode, you can find the Variable as user filter, now as you choose values from the filter you can derive different insights from the same report.

Report Comparing KPI without Variable:

Using the same Key Performance Indicators as multi y-axis will create a report as shown below.




Report Comparing KPI with Variable:

With variables you can compare the same KPIs efficiently in a single report as shown below.






 

 


Thanks,
Charanya