Year over Year variances: Sales, Cost of Sales, Gross Profit, Qty Sold

Link to the demo workbook view: DataSelf Analytics v2201: YoY - DataSelf Analytics

The YoY Variances is the most popular OOTB view among our customers.
Select the base year in the upper right corner and it compares activity with the previous year. If you are part way through the current year, select which months of the previous year to include.
The dark blue represents the current year, lighter blue is the previous year.
The default measure is Sales, but you can choose instead to measure Cost of Sales, Gross Profit, or Qty Sold with the SA Measure filter on the right side of the screen.

Note the selection filters for Cust ID Name, Item ID Desc, Item Cat, and Salesperson in the lower right. In the Cust ID Name & Item ID Desc, if you type part of either the ID or Description value, DataSelf will display all records containing that value.
(Remember to press ENTER after typing the value)

In the example below the Cust ID Name field has “ABC” entered, so it displays only those customers with ABC in either the ID or Name fields. The items and Year-over-Year sales info also show only the sales for the selected customers. The dashboard is interactive.

Below is an example of highlighting records to show related data.
The customer MICROCHIP is highlighted, so only the items and sales related to the highlighted customer display.

To see customers & items in a specific geography, click on the map bubble to highlight and select only related data. In the example below the bubble in CA was highlighted, selecting only those customers and items sold in that geographical area.

You can highlight multiple records with Ctrl-Click, Shift-Click, or hold down the mouse button while dragging across multiple areas to highlight them. To un-highlight records, click on the highlights until none show.

You can save your selection settings as a Custom View so you don’t have to re-set your selections every time you open the workbook.