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(Showing Draft Content)

累计值分析

实现效果

在仪表板中,根据累计值分析步骤可实现如下效果:

image

可以看到 历年年度收益 基本均衡, 2019 年尤其存在上涨, 进而可以探究 2019 年度的整体市场以及销售策略详情。

资源下载

累计值分析示例.zip

下载资源包,然后将其导入系统,可以看到具体的设计细节,方便您参考学习。

模型定义

累积分析 是一种分析各个不同分类对 最终结果贡献程度 的分析方法。

比如, 在业务场景中,我们可以通过计算每个月的年度销售目标完成率, 就能直观的看出每个月份对全年销售业绩的贡献程度, 进而进行该月份销售情况的原因分析, 为其余月份销售策略改进提供依据。此外, 也可以根据每月的累计销售情况实时跟踪年度销售目标的进度。

07-13-01

数据处理

梳理原始数据

订单金额

订购日期

订单金额

订单发生日期时间

添加计算列 :

订购日期-年份:将订购日期的年份设置成新字段。

Year('Demo_销售明细'[订购日期])

订购日期-月份:将订购日期的月份设置成新字段。

Month('Demo_销售明细'[订购日期])

添加度量值 :

累积值:根据年份来计算每年的销售累积值。

SumW('Demo_销售明细','Demo_销售明细'[订单金额],OrderBy('Demo_销售明细'[订购日期-年份]))

累积值月份:根据月份来计算每月的销售累积值。

SumW('Demo_销售明细','Demo_销售明细'[订单金额],OrderBy('Demo_销售明细'[订购日期-月份]))

可视化

按年份/月份累计收入值添加组件并绑定数据:

  • 柱状图

    绑定字段:

    • 分类:订购日期(年)

    • 数值: 订单金额(合计), 累积值

  • 堆叠面积图

    绑定字段

    • 分类: 订购日期(月)

    • 数值: 订单金额(合计), 累计值月份

  • 透视表

    绑定字段

    • 分类: 订购日期(年)/订购日期(月)

    • 数值: 订单金额(合计), 累积值/累积值月份

07-13-02