Skip to main content
Version: 9.2

Create Comparisons in Tables

In a grouped table chart, you can create date-based comparisons to highlight trends across groups.

Overview​

Unlike single Qrvey metrics where you only have one aggregate to measure, grouped table charts contain multiple aggregates to measure. The comparison feature accepts a single DateTime dataset column and defines one of the aggregated columns as a comparison column. A metric is created for each value in the comparison column.

Tabular Comparison Tutorial​

The following tutorial video shows how to design a tabular report with time-based comparison columns.

Tags: Chart, Table, Comparison

Create Date-Based Comparisons​

  1. Select a dataset (for example, Employee Sales Performance) and open the Analyze tab.

  2. Select Custom View, then Add Chart to open the Chart Builder.

  3. Create a Table Chart.

  4. Add a grouping field (for example, AccountNumber).

  5. Add a few columns to the Columns pill (for example, LineTotal, Freight, and SalesOrderID).

  6. Enable the comparison feature.

    a. Open the Comparison panel.

    b. Add a Date column (for example, OrderDate).

    c. Add a time period comparison (for example, This year to Last year).

  7. Add a Comparison column and set it to the column where you want to add comparisons over the selected time period (for example, SalesOrderID(CNT)).

  8. Customize the metrics display as needed.

  9. Add more comparison columns as needed (for example, Freight(AVG) or LineTotal(SUM)).

  10. Save the table chart.

The chart displays a metric in each row for the comparison column showing year-over-year change with your chosen formatting.

Use the General panel to adjust group limits as needed. To display more entries, increase the Max groups setting.

Display and Formatting Options​

  • Percentage or absolute - Select the representation that best communicates the change.
  • Arrows and colors - Use arrows and meaningful color choices (green/red, for example) to make trends immediately visible.
  • Concise view - Hide numeric values if you prefer a minimal table that highlights direction only. Tooltips can still reveal exact values.

Best Practices​

  • Match the date field. Ensure the comparison uses the correct DateTime field (order date, invoice date, and so on).
  • Add comparisons only where needed. Each comparison column increases table width. Try to keep the view focused.
  • To avoid truncating rows, increase the max groups setting.
  • Use consistent color rules. Keep color semantics consistent across reports to prevent misinterpretation.
  • Consider using different timeframes for your charts. Besides year-over-year, a month-over-month or custom range might better answer a business question.

Additional Resources​

Metric Comparisons