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Visualize Your Data – Year-over-Year Charting

Learn how to add a year-over-year comparison to your charts in ClearPoint.

Ted Jackson avatar
Written by Ted Jackson
Updated over a month ago

Year-over-year (YoY) charting lets you compare performance from the current period to the same period in the previous year.
By adding an offset chart series, you can easily visualize long-term trends, spot seasonal patterns, and communicate results more clearly to stakeholders.


Example Use Cases

  • Year-over-Year (YoY) Comparisons – Compare current performance against the same month last year to identify trends.

  • Quarter-over-Quarter (QoQ) Comparisons – Use an offset of “-3” for quarterly metrics.

  • Rolling Period Analysis – Combine current and offset series to visualize year-long performance windows.

💡 Adding YoY data helps identify growth patterns, seasonal changes, and long-term performance shifts.


Adding a Year-over-Year Chart Series

  1. From the left navigation, click Elements.

  2. Select Measures.

  3. Open the Measure you want to update (e.g., Revenue).

  1. Click the kebab menu (⋮) and select Edit Element.

  1. Navigate to the Charts tab.

  2. Select the chart you want to edit

  1. Navigate to the X-Axis tab.

  2. From Chart Date Range, select Plus/Minus N Periods.

  3. Select "-12" Periods.

  4. Click Save.

💡 The offset value “-12” shifts the data back 12 periods—ideal for monthly reporting. For quarterly data, use “-3” instead.

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