Setup Options for Comparative Sales Report Snapshots
Most report snapshots let you compare at most two date ranges. For Comparative Sales Report Snapshots, including Comparative Sales, Comparative Sales (Orders), and Comparative Sales (Orders Alt. Sales), you can choose whether to compare two or three date ranges in a snapshot line graph. For both two and three data point comparisons, several standard date range sets are provided. Additionally, you can define custom date ranges for either sort of comparison, of the type you choose: daily, weekly, monthly, quarterly, or yearly.
Report setup options are different for comparative sales report snapshots than for other report snapshots. Click Set Up in this type of portlet to open a popup where you can:
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Define the number of data points to be graphed in the snapshot (2 or 3).
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Select a set of standard date ranges, or select Custom to create your own set of date ranges, for comparison.
If you select Custom, you need to:
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Select a time interval for date ranges in the Date Range Type dropdown list: daily, weekly, monthly, quarterly, or yearly. The following topics for lists of date range comparisons that are available:
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Select specific date ranges in the grid below. (The grid's date range fields become dropdown list selectors after Custom is selected for Date Range.)
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Select a default chart type for the portlet data. Note that comparative sales report snapshots support a different set of chart types than other report snapshots: Area, Line, Column, and Bar.
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Select a chart theme to define the look and feel of chart data.
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Select a chart background to define the display behind chart data.
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Select the color for each date range. (If you do not make selections here, defaults for the selected chart theme are used.)
You also can select or change a standard date range comparison from a dropdown list in the portlet, and click portlet thumbnails to change the type of chart displayed.
Standard Two-Point Date Range Comparisons
The following standard date range sets are available for two data point comparisons:
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Today vs Yesterday
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This Week vs Last Week
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This Month vs Last Month
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This Month vs Same Last Year
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This Month vs Same Last Qtr
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This Qtr vs Last Qtr
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This Qtr vs Same Last Year
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This Year vs Last Year
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Last Month vs Month Before Last
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Last Month vs Same Last Qtr
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Last Month vs Same Last Year
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Last Qtr vs Qtr Before Last
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Last Qtr vs Same Last Year
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Last Year vs. Year Before Last
For more information, see Setting Up KPI Comparisons.
Standard Three-Point Date Range Comparisons
The following standard date range sets are available for three data point comparisons:
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Today vs. Yesterday vs. 2 Days Ago
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This Week vs. Last Week vs. Week Before Last
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This Month vs. Last Month vs. Month Before Last
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This Month vs. Last Month vs. Same Last Year
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This Month vs. Same Last year vs. Same Year Before Last
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This Month vs. Same Last Qtr vs. Same Qtr Before Last
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This Month vs. Same Last Qtr vs. Same Last Year
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This Qtr vs. Last Qtr vs. Qtr Before Last
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This Qtr vs. Last Qtr vs. Same Last Year
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This Qtr vs. Same Last Year vs. Same Year Before Last
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This Year vs. Last Year vs. Year Before Last
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Last Three Months
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Last Month vs. Same Last Qtr vs. Same Qtr Before Last
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Last Month vs. Same Last Year vs. Same Year Before Last
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Last Three Qtrs
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Last Qtr vs. Same Last Year vs. Year Before
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Last Three Years
For more information, see Setting Up KPI Comparisons.