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            Generate Trend Charts for Calculated Insight Object History (Beta)

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            Generate Trend Charts for Calculated Insight Object History (Beta)

            Visualize how your metrics evolve over time by tracking patterns, such as segment growth or account transitions. When you use snapshot dates to compare historical data points directly in Data 360 reports, you can identify trends and improve forecast accuracy.

            Required Editions

            Available in: Lightning Experience
            Available in: Data 360 in Developer, Enterprise, Performance, and Unlimited Editions
            User Permissions Needed
            To create, edit, and delete reports in private folders: Create and Customize Reports
            To create, edit, and delete reports in public and private folders: Report Builder (Lightning Experience)

            Prerequisites:

            • Create a Data 360 report using the Calculated Insight History object.
            • To enable trend comparison, select at least two snapshot dates on the Outline tab.
            1. In the Report Builder, click the Chart Properties Chart properties iconicon.
            2. Set the X-Axis to Snapshot Date. The snapshot dates selected in your report outline serve as data points for the chart.
            3. Set the Y-Axis to the aggregatable measure that you want to visualize, such as Pipeline Value or Member Count.
            4. To see every available data point between your selected snapshots, select Show all intermediate snapshot dates.
              This option is disabled if you configure only one snapshot date for the report. When enabled, the chart displays all stored data points between your earliest and latest selected snapshot dates.
            5. Select a line chart for the most effective visualization of trends over time.

              The trend chart displays your metrics across the historical timeline. On the report run page, click the top-level metrics to open the trend chart in a window for quick analysis of percentage changes between snapshots.

              Note
              Note The Show all intermediate snapshot dates setting is not available for dashboards.
             
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