How can I do period over period comparisons in BoldBI?

Period Over Period (POP) widget is an effective tool for comparing data for a specific measure across various time periods, such as months, week, or years.

How to use BoldBI Period Over Period (POP) widget:

• Connect the Datasource that include the date dimension and the measure you wish to compare.

• Configure the date dimension within the Period Over Period Widget.

  

• By default, the POP widget renders with some default filter value. The default date range is calculated based on the day span between min and max dates of the bounded field.

• Using custom option for custom range selection from that you can select the range from calendar or enter the range value using custom input in combo box.

• The following relative items are displayed under the Date Range:

  

• The following relative items are displayed under the Compare To:

  

• If you want to compare the measure value from one year with the previous year, select that particular year in the date range. For example, if you want to select the year 2021, then select it in the Date Range.

  

• To compare the selected year with the previous year, then select the Previous Year option.

  

• Here, same range of the previous year will be selected as shown below. Then click the Apply button to update the changes.
  

  

How ‘Compare To’ relative items range calculated?

Compare To relative items value calculated dynamically based on the date range selection from Date Range. You can see how it calculated for each relative item:

Previous Period:
It is calculated based on the number of days between the selected dates (start and end) of Date Range. For example, consider the Date Range selected value as 1-Jan- 2019 to 10-Jan-2019. Here, the number of days between the selected dates is 10. So, the Previous Period value for the selected range is 22-Dec-2018 to 31-Dec-2018.

Previous Year:
It is a previous year date of the selected date values from the Date Range. For example, consider the Date Range selected value as 1-Jan-2019 to 10-Jan-2019. Here, the year of start and end date value is 2019. So, the Previous Year value for the selected range is 1-Jan-2018 to 10-Jan-2018.

Now, let’s understand how the POP filtering works in the Slave Widget

• Configure the Column chart, Pie chart, Grid and KPI card with the measure you want to compare. Then change these widgets as slaves for the Period Over Period Widget by using the Filter Configuration window as shown below.

  

• To learn more about which widgets act as a slave for POP please refer this link

Column Chart

• A period over period measure usually only returns values for dates where there are corresponding values for the input measure.

• During interaction from the PoP widget, the chart will display two series. One series will have values filtered from the Date Range and the other series will contain filtered values from Compare To, as shown below. For example, here it can be used to compare Order Quantity values for one period of time against the results from a previous or subsequent period of time.

  

Pie chart

In a pie chart, the POP widget allows users to compare and visualize the differences between data from two different periods. Here the proportional chart will display two series. One shows values filtered from Date Range another one contains filtered values from Compare To.

Grid

In a grid, the POP widget facilitates the comparison of data across different periods in a tabular format. When the Grid serves as the slave for the POP, the measure will be split into primary and secondary to represent the value in selected data range.

Now, the grid will render as shown below with the KPI value.

KPI Card

In a KPI (Key Performance Indicator) card, the POP widget helps users track the performance of specific metrics over different periods. The widget displays the value of the KPI for each period, along with a visual indicator of whether the performance has improved or worsen.

References

How to use Period Over Period