Octoboard collects historical data and monitors changes automatically. The platform can compare current values to previous month, quarter or year provided it is made available to us by cloud applications.
Here is an example of data comparisons displayed in graphs and in numeric widgets in a report:
Historical data changes (or delta) is displayed in table widgets, graphs and numeric widgets. The following image shows delta values displayed as percentages:
Historical changes can be shown in Relative (percentage) or Absolute values. You can change this setting per client. To do so, select "MANAGE CLIENTS..." menu item in the TOP-RIGHT menu, select the client (or team) in the list and go to "Formats" Tab. See image below for details:
To configure how data is compared, you can change the following parameters: (a) TimeFrame, (b) Data Aggregation (daily, weekly or monthly) and (c) Data Comparison switch setting. These parameters can be set for entire dashboard or report as well as for individual widgets. To modify the settings for an entire dashboard, select the TimeFrame dropdown control at the top of the screen:
Any changes made in the dropdown control will affect entire dashboard or report. You can override these settings at the widget level. To do so, click the timeframe title at the top-left corner of any widget as shown on the following image:
If the widget has its timeframe changed, the timeframe label will have an icon highlighted. You can discard widget timeframe configuration by selecting "Use dashboard settings" menu item show on the image below:
Delta values (historical changes) meaning changes depending on the "Compare to Previous Period" switch and on the Aggregation Period in the TimeFrame dropdown. If the switch is OFF, delta shows data change for the last aggregation period (last day, last week, last month). In this case, the widget is configured to show data for last 30 days. Delta displays change during the last week since the TimeFrame aggregation is set to "Weekly":
If the switch is ON, the delta shows the change for the entire widget period. In this case, the widget is configured to show data for previous month. The delta displays the change for the whole period (previous month) compared to the month before that:
Here is an example of what the timeframe menu looks like during the trial. Disabled menu items will be enabled after you purchase any paid subscription:
It would be unfair to show low or negative deltas if current period (day, week, month) is not yet over. "Exclude Incomplete Datasets" switch is available in the TimeFrame dropdown. It makes sure that the latest aggregation period (day, week, month) is excluded from comparison if it is not complete. For instance, if you select "Last 30 days, weekly" timeframe, the current incomplete week will be excluded from current and previous period calculations.
In addition to 11 standard timeframes such as "Last 7 days", "Previous month" and others, you can configure custom timeframes. Here is example of a custom timeframe configuration:
You can compare you custom period to the previous period as usual. The only difference is that custom timeframes do not move forward with time. For example, if you select 15 days in November as your custom period, it will always display data for selected 15 days in November without shifting the dates forward as time goes by.