PA: Year to date comparison

[User205728]

Hi all,

I am working on Geneva with PA and have received the following requirement from the client: They want to compare the total number of incidents created this year to date, compared to the same date of last year year to date.

So this would mean that if the number of incidents created in 2016 is 1000 on from Jan 1st until June 1, compare the number of incidents that has been created from Jan 1st until June 1st 2015.

I figured that the Year to date sum option could prove to be the solution, but unfortunately it is not possible to select that specific time aggregation.

I have tried using the times series: previous period chart comparison, but then it only compares the same month of both years (ie april 2015 with april 2016, not jan-april 2015 with jan-april 2016). Quarter to date sum would be the closest approximation, but is not what the client is looking for.

Any idea how to tackle issue?

[Erik Hoffmann]

Do you know any function that calculates the year to date count value?

Could you elaborate a bit more?

Best regards,

Erik

[Erik Hoffmann]

The trick is then to get the report "move" with the current date. That is not hard for the current year (condition is from Jan 1 2016 to today). But for the previous year it is harder.

I guess using a condition like below will return rows for last year "moving" with the current date.

[User205728]

Thanks for the update Erik!

The following conditions also work with Multiple Data sets.

Now it will show to bars with the total of 2015 ytd and 2016 ytd

The next challenge is to show this data by month, which should be possible in PA.

So the idea is that if:

Jan 100 incidents

Feb 120 incidents

March 110 incidents,

It will show the following:

Jan 100   incidents

Feb 220 incidents

March 330 incidents

Hence my question on regarding function with the year to date count value.

[Erik Hoffmann]

Unfortunately, the aggregation in reports don't do a running sum. It groups (for example by week or month) and aggregates in that grouping.

[User205728 · Accepted solution]

I have found the solution. By setting the indicator source to monthly, the year to sum aggregation becomes available. This will result in these type of graphs: