Link to the demo workbook view: DataSelf Analytics v2201: YoY - DataSelf Analytics
The YoY Variances is the most popular OOTB view among our customers.
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.
Selecting records using dimension filters
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.
Selecting records using Highlighting to show related data
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.
Selecting records by dragging the mouse
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.