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  • 1.  Year over Year Comparison Reports

    Posted 09/12/22 08:53 PM
    I am trying to find the best place to do YoY reporting.  Does anyone have experience with creating these types of reports?  We are budget season and trying to compare current year data to what is being budgeted for next.  I have created an Apptio BI report but it seems limited with what it can display.  I am trying not to push data back and forth from ITP and CT.  Any suggestions/guidance would be excellent.  Thanks.
    #TBMStudio


  • 2.  RE: Year over Year Comparison Reports

    Posted 09/13/22 03:59 PM

    Hi Michael, I may need a little more detail on what you are trying to accomplish with your YoY reporting/what limitations you are running into because it may be a little nuanced on the best approach within BI.

    If you are trying to compare different years within your CT data, things like BI's Calculated metrics from CT data can be really helpful to compare data across time ranges. if you are trying to pull together an example like this year's actual data from CT and next year's forecast data from ITP (different data source and time range for your two data sets), those would need to be configured in different visualizations within a dashboard (or brought into CT to standardize, then into BI). 

    If the issue is around the the flexibility of what dates could be supported (e.g., multi year time range or the need for custom date ranges) , we have some roadmap work for later this year to allow for more flexible date reporting. Happy to connect via your account team to discuss the challenges you are running into or discuss the BI roadmap for the coming year. 




  • 3.  RE: Year over Year Comparison Reports

    Posted 09/13/22 05:54 PM
    @Matt Gerow @Brett Yates Thanks.  I would love to discuss this with you.  Just let me know when you are available and I will be happy to discuss it with you.