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i want to create a red arrow next to the monthly value as the churn-rate has increased from 22% to 23% during the last month. Is this possible?Create trend arrow beside the last month value showing the development against previous month

5 answers
  1. Nov 8, 2021, 10:27 PM

    Hi Daniel,

     

    Got this working in the attached workbook. Here's a screenshot of how it looks:

    Hi Daniel, Got this working in the attached workbook. Here's a screenshot of how it looks: There were two things I had to do to get this to work. The first is change the date filter. 

    There were two things I had to do to get this to work. The first is change the date filter. Since you need to be able to compare the current row to the previous row, you want to use a table calc filter to hide those rows but not actually filter them out. I changed the date filter to this to do that:

    lookup(min(period),-1)

     

    Then when you select just 10/31/2021, the other rows will be hidden but not excluded.

     

    Then you can create two different calculated fields - one to return an up arrow if churn increased and a separate one to return a down arrow if churn decreased.

    Churn going up:

    if sum([churnrate]) > lookup(sum([churnrate]),-1)

    then "↗️" 

    end

     

    Churn going down:

    if sum([churnrate]) < lookup(sum([churnrate]),-1)

    then "↘️️" 

    end

     

    You place both of those on the text mark along with the sum(churnrate) value. Then you can color each arrow individually on the label:

    Screen Shot 2021-11-08 at 5.26.04 PM 

    Since the churn can only go up, down, or stay the same, only one of those arrow values can be true at once (or neither). It'll only return a red up arrow if churn increased, or a blue down arrow if it decreased, and nothing if it stayed the same.

     

    Best,

    Paul

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