Year over year single day reporting

9 Comments

  • Amy Dee
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    Hi Scott! There are two types of date attribute - generic and chronological. Generic attributes apply across years, while chronological ones are anchored to a specific year. We have details in this article: Insights date dimensions.

    You have the perfect use case for generic date attributes. In particular, Day of Year (Ticket Solved) finds the same day within each year, which you can combine with Year (Ticket Solved) to separate the years.

    I'd start with this basic layout:

    • WHAT - # Tickets
    • HOW - Support Category (icon set to "L") and Year (Ticket Solved) (icon set to "T")
    • FILTER - List of Values - Day of Year (Ticket Solved) is current day of year 
    • (optional) FILTER - List of Values - Year (Ticket Solved) is last 2 years 

    This should show you the number of tickets solved in each support category for the current day for each year, all in the same chart.

    Please note - leap years will throw the date off. Today (Oct. 8, 2018) is the 281st day of the year. The 281st day will be Oct. 8 for all years except leap years, where it is Oct. 7th instead.

    I hope this helps! Happy reporting!

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  • Scott Grim
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    Thank you! I'm going to give it a shot right now. Really appreciate the help!

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  • Scott Grim
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    So, the logic makes sense. However, I can't figure out how to add that leap year modifier since I'm looking to compare today with Monday Oct 9th 2017. Under your formula it thinks I'm trying to compare it to Sunday, which we are not open.

    Any ideas there?

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  • Scott Grim
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    Actually, what I also need this to do is automatically report each day with that day and last year's same business day. I don't think this will do that.

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  • Amy Dee
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    Hi Scott! That's awesome! That would likely show you both days for both years, though, so it may not be quite what you want.

    Fortunately, there are other generic date filters. To match the month/day, instead of the position in the year, you could use these two filters instead: Month (Ticket Solved) is current calendar month and Day of Month (Ticket Solved) is current day of the month. (Make sure you use "Month" and not "Month/Year".) That should give you year-over-year results on every day except February 29th.

    I hope this helps! Happy reporting!

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  • Scott Grim
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    Thank you again for all your help! This filtering is still wanting to use Sunday when I'd like to exclude weekends. Ugh!

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  • Scott Grim
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    I think this might be the one...

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  • Scott Grim
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    And I actually have one more question! How can I set it to auto sort by number largest to smallest current day?

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  • Justin Smith
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    Hey Scott!

    If you hover your mouse over the metric value the report is using you should see down and up arrows next to it that you can click on.  If you click the down arrow it will cause the report to update the column with the highest value on top.  Now with that in mind, it will update the whole report each time you select that option as there might be different numbers for each metric data point depending on the day.  From your screenshot, Warranty for example would show up one way for the 9th of 2017, and in a separate order if you sorted it for the 9th of 2018.  I would play around with the report a bit and see if you can get it to a place where you like it and if not, it might require you to build out separate reports that you add to a dashboard to get them sorted as you're hoping.

    I hope that helps!

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