Visualize Your Data – Year-over-Year Charting
Learn how to add a year-over-year comparison to your charts in ClearPoint.
Fernando Montenegro
6 steps
12 seconds
Clearpointstrategy
1
Year-over-year (YoY) charting lets you compare performance from the current period to the same period in the previous year.\ By adding an offset chart series, you can easily visualize long-term trends, spot seasonal patterns, and communicate results more clearly to stakeholders.
Example Use Cases
2
- **Year-over-Year (YoY) Comparisons** – Compare current performance against the same month last year to identify trends. - **Quarter-over-Quarter (QoQ) Comparisons** – Use an offset of “-3” for quarterly metrics. - **Rolling Period Analysis** – Combine current and offset series to visualize year-long performance windows. 💡 *Adding YoY data helps identify growth patterns, seasonal changes, and long-term performance shifts.*
Adding a Year-over-Year Chart Series
3
1. From the left navigation, click **Elements**. 2. Select **Measures**. 3. Open the Measure you want to update (e.g., *Revenue*).
4
1. Click the kebab menu (⋮) and select **Edit Element**.
5
1. Navigate to the **Charts** tab. 2. Select the chart you want to edit
6
1. Navigate to the **X-Axis** tab. 2. From **Chart Date Range**, select **Plus/Minus N Periods**. 3. Select "-12" Periods. 4. Click **Save**. [[💡 ]]*The offset value “-12” shifts the data back 12 periods—ideal for monthly reporting. For quarterly data, use “-3” instead.*
Visualize Your Data – Year-over-Year Charting
Learn how to add a year-over-year comparison to your charts in ClearPoint.
Fernando Montenegro
6 steps
12 seconds
Clearpointstrategy
1
Year-over-year (YoY) charting lets you compare performance from the current period to the same period in the previous year.\ By adding an offset chart series, you can easily visualize long-term trends, spot seasonal patterns, and communicate results more clearly to stakeholders.
Example Use Cases
2
- **Year-over-Year (YoY) Comparisons** – Compare current performance against the same month last year to identify trends. - **Quarter-over-Quarter (QoQ) Comparisons** – Use an offset of “-3” for quarterly metrics. - **Rolling Period Analysis** – Combine current and offset series to visualize year-long performance windows. 💡 *Adding YoY data helps identify growth patterns, seasonal changes, and long-term performance shifts.*
Adding a Year-over-Year Chart Series
3
1. From the left navigation, click **Elements**. 2. Select **Measures**. 3. Open the Measure you want to update (e.g., *Revenue*).
4
1. Click the kebab menu (⋮) and select **Edit Element**.
5
1. Navigate to the **Charts** tab. 2. Select the chart you want to edit
6
1. Navigate to the **X-Axis** tab. 2. From **Chart Date Range**, select **Plus/Minus N Periods**. 3. Select "-12" Periods. 4. Click **Save**. [[💡 ]]*The offset value “-12” shifts the data back 12 periods—ideal for monthly reporting. For quarterly data, use “-3” instead.*
