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Configuring your calendar periods

Calendar periods use your calendar groups to create default periods of time for analysis in Insight Advisor.

Calendar periods are used to define time periods for analysis in Insight Advisor analysis. You create calendar periods from your calendar groups. Calendar periods can be relative, covering a period relative to the current date. For example, you could create a relative period to cover the current month for example. Calendar periods can also use the last recorded value in your data. You could create a period to display the last month in the data. App users can apply the calendar periods to Insights charts in Insights.

You can also define default calendar periods for groups in behaviors. This ensures that by default, Insight Advisor uses that calendar period when creating any charts for fields in that group.

Why define calendar periods?

Calendar periods are useful because they create specific periods of analysis for your data. If Insight Advisor is not given a specified time frame, such as in 2020 or for December, it will use the entirety of the data available. If you provide calendar periods, app users can more easily view and compare data for specific periods.

For example, you want to view sales by product. Navigate to Insights, and enter show me sales by product. If you want to view specific periods of sales, such as a comparison of the most recent month to the same month last year, or sales for this year, you need to enter new queries. By making calendar periods, you can view these periods for your query without making new queries.

Creating the Month comparison calendar period

This calendar period will display results for the last complete month in the data and compare it to the same month last year.

  1. Click Create calendar period.

  2. Select Order date.

  3. For Calendar period name, enter Month comparison

  4. For Calendar period grain, select Month of year.

  5. Under Period comparison, select Year over year.

  6. Select Last complete period.

  7. Click Create.

Creating the year calendar period

This calendar period will display results for the most recent year in the data. In this tutorial, that is 2020.

  1. Click Create calendar period.

  2. Select Order date.

  3. For Calendar period name, enter Recent year.

  4. For Calendar period grain, select Year.

  5. Select Use last sorted value.

  6. Click Create.

Results

Navigate to Insights and search for show me sales by product. Select the matching result. In Insight properties, there is a new property available, Analysis period. Select it and select Month comparison to apply the period to the chart.

Month comparison calendar period applied to an Insights chart

Insights chart with Month comparison calendar period applied. A bar chart is displayed showing the sum of Sales by Product name. Products have two sum of Sales bars, one for the current month and one for the same month last year

Next, apply the Recent year calendar period.

Recent year calendar period applied to an Insights chart.

Insights chart with Month comparison calendar period applied. A bar chart is displayed showing the sum of Sales by Product name. Products have two sum of Sales bars, one for the current year and one for the previous year

As you can see, calendar periods enable app users to quickly view different periods of interest in Insight Advisor.