July 21, 2023

Sets Selection

 

Sets are custom fields that define a subset of data and they can be used to compare subsets of data. 

This visualization is comparing sales for (a) one sub-category, (b) sub-category cohort, and (c) all sub-categories.  The steps to create the calculations are:

 

1) Create a set for sub-category, a set for sub-category cohort, and a set for all sub-categories.

 

2) Create formulas to calculate for sales based on each set.

 

@Sales (Sub-Category)

if [Sub-Category Set] then [Sales] end

 

@Sales (Sub-Category Cohort)

if [Sub-Category Cohort Set] then [Sales] end

 

@Sales (All Sub-Categories)

if [All Sub-Category Set] then [Sales] end

 

3) Use these formulas to create a line chart for data comparison among the sets. 

 

4) Show sets for users to select a member for Sub-Category Set or members for Sub-Category Cohort Set.