How to use Calendar bubbles

The addition of many new calendar bubbles will help you slice and compare your data like never before. Here are some explanations of the new calendar bubbles as well as a few suggestions for how to utilize these new date drilling options.

Please Note: these will only return results based on the overall date range at the top of the screen.

 

Select a device:

Desktop

Apple

Android

 

Desktop

Download PDF version

 

1. Day

Allows you to break down sales by what was sold on Monday, Tuesday, Wednesday, etc.

This is great for looking at how sales vary from one day to the next and seeing which day tends to have the highest sales.

How to use calendar bubbles - desktop 1

 

2. Day of week

Similar to the Day bubble except that you will see sales across the 1st day, 2nd day, 3rd day, etc.

Take note that Day 1 will represent whatever day you have set as the first day of the week (Sunday vs. Monday).

Why do i have zs in my data - desktop 1

 

3. Day of month

This will break down sales on the 1st, 2nd, 3rd, etc. day of the months you have selected in your date filters.

This can be helpful if you want to check out sales by day or see how things compare on from the first 10 days of the month this year to the same 10 days of the month last year.

How to use calendar bubbles - desktop 3

 

4 Day of year

This breaks down sales by which day of the year they occurred on. E.g., January 1st would be day 1, December 31st would be day 365.

How to use calendar bubbles - desktop 4

 

5 Weekday type

Breaks down sales on Weekdays vs Weekends.

Do you have a lot of retail business on weekends? This may be helpful in understanding how weekend sales and weekday sales stack up!

How to use calendar bubbles - desktop 5

 

6 Holiday description

See how sales compare on holidays.

Check out, for example, how your Memorial Day sales compare this year to last year.

How to use calendar bubbles - desktop 6

 

7 Week of month

Check out how sales compare in the first week of this month to the first week of the same month last year!

Line 1 is sales from the first week of the month, Line 2 is sales from the second week of the month, etc.

How to use calendar bubbles - desktop 7

 

8 Week of year

Line 1 will show sales for the first week of the year, Line 52 will show sales for the last week of the year.

This is great for comparing year over year sales by week in a Variance report.

How to use calendar bubbles - desktop 8

 

9 Month name

You can see sales in January, February, March, April, etc.

How to use calendar bubbles - desktop 9

 

10 Calendar year

Look at sales according to calendar year; e.g. 2020 vs 2019 sales.

How to use calendar bubbles - desktop 12

 

11 Calendar quarter

Breaks down sales into 4 quarters, with the quarters aligning with the calendar year. Q1 in this drill option will always represent sales for January, February, and March.

How to use calendar bubbles - desktop 13

 

12 Calendar year quarter

Shows sales by quarter, with a prefix that includes the year.

This can be helpful if you want to look at sales in chronological order, for example, from Calendar Q4 2019 to Calendar Q1 2020. Just click on the “Calendar Year Quarter” header to sort by that column.

How to use calendar bubbles - desktop 14

 

13 Calendar year month

Shows sales by month of the year, with a prefix that includes the year.

This can be helpful if you want to look at sales in chronological order, for example, from Month 12 (December) of 2019 to Month 2 (February) of 2020.

How to use calendar bubbles - desktop 15

 

14 Fiscal year period

Shows sales by period of the fiscal year, with a prefix that includes the fiscal year.

This can be helpful if you want to look at sales in chronological order, for example, from Period (Month) 9 of fiscal 2019 to Period (Month) 3 of fiscal 2020.

How to use calendar bubbles - desktop 16

 

15 Fiscal period

You can use this to see sales by the fiscal period, or month.

If your fiscal calendar begins in April, April would show up as the 1st period or month in this drill option.

How to use calendar bubbles - desktop 17

 

16 Fiscal quarter

You can use this to see sales by the fiscal quarter.

If your fiscal calendar begins in April, then sales for April, May, and June would show up as the 1st quarter in this drill option.

How to use calendar bubbles - desktop 18

Apple

Download PDF version

 

1: Day

Allows you to break down sales by what was sold on Monday, Tuesday, Wednesday, etc. This is great for looking at how sales vary from one day to the next and seeing which day tends to have the highest sales.

bubbles ios 1

 

2: Day of week

Similar to the Day bubble except that you will see sales across the 1st day, 2nd day, 3rd day, etc. Note: Day one in this report will represent whatever day you have set as the first day of the week (Sunday vs. Monday).

bubbles ios 2

 

3: Day of period

This will break down sales on the 1st, 2nd, 3rd, etc. day of the months you have selected in your date filters. This can be helpful if you want to check out sales by day or see how things compare on from the first 10 days of the month this year to the same 10 days of the month last year.

bubbles ios 3

 

4: Day of year

This breaks down sales by which day of the year they occurred on. E.g., January 1st would be day 1, December 31st would be day 365.

bubbles ios 4

 

5: Day type

Breaks down sales on Weekdays vs Weekends. Do you have a lot of retail business on weekends? This may be helpful in understanding how weekend sales and weekday sales stack up!

bubbles ios 5

 

6: Holiday

See how sales compare on holidays.

Check out, for example, how your Easter weekend sales compare this year to last year.

bubbles ios 6

 

7: Week of period

This breaks down sales by which day of the year they occurred on. E.g., January 1st would be day 1, December 31st would be day 365.

bubbles ios 7

 

8: Week of year

Line 1 will show sales for the first week of the year, Line 52 will show sales for the last week of the year.

This is great for comparing year over year sales by week in a Variance report.

bubbles ios 8

 

9: Month

You can see sales in January, February, March, April, etc.

bubbles ios 9

 

10: Year

Look at sales according to calendar year; e.g. 2020 vs 2019 sales.

bubbles ios 10

 

11: Quarter

Shows sales by quarter, with a prefix that includes the year.

This can be helpful if you want to look at sales in chronological order, for example, from Calendar Q4 2019 to Calendar Q1 2020. Just click on the “Calendar Year Quarter” header to sort by that column.

bubbles ios 11

 

 

Android

Download PDF version

1: Day

Allows you to break down sales by what was sold on Monday, Tuesday, Wednesday, etc.

This is great for looking at how sales vary from one day to the next and seeing which day tends to have the highest sales.

How to use calendar bubbles - android 1

 

2: Day of week

Create a New Enquiry from the top right-hand corner and select Sales vs Gaps. Day of Week - Similar to the Day bubble except that you will see sales across the 1st day, 2nd day, 3rd day, etc. Note: Day one in this report will represent whatever day you have set as the first day of the week (Sunday vs. Monday).

How to use calendar bubbles - android 2

 

3: Day of month

This will break down sales on the 1st, 2nd, 3rd, etc. day of the months you have selected in your date filters.

This can be helpful if you want to check out sales by day or see how things compare on from the first 10 days of the month this year to the same 10 days of the month last year.

How to use calendar bubbles - android 3

 

4: Day of year

This breaks down sales by which day of the year they occurred on. E.g., January 1st would be day 1, December 31st would be day 365.

How to use calendar bubbles - android 4

 

5: Weekday type

Breaks down sales on Weekdays vs Weekends.

Do you have a lot of retail business on weekends? This may be helpful in understanding how weekend sales and weekday sales stack up!

How to use calendar bubbles - android 5

 

6: Holiday description

See how sales compare on holidays.

Check out, for example, how your Memorial Day sales compare this year to last year.

How to use calendar bubbles - android 6

 

7: Week of month

This breaks down sales by which day of the year they occurred on. E.g., January 1st would be day 1, December 31st would be day 365.

How to use calendar bubbles - android 7

 

8: Week of year

Line 1 will show sales for the first week of the year, Line 52 will show sales for the last week of the year.

This is great for comparing year over year sales by week in a Variance report.  

How to use calendar bubbles - android 8

 

9: Month name

You can see sales in January, February, March, April, etc.

How to use calendar bubbles - android 9

 

10: Calendar year

Look at sales according to calendar year; e.g. 2020 vs 2019 sales.

How to use calendar bubbles - android 10

 

11: Calendar quarter

Breaks down sales into 4 quarters, with the quarters aligning with the calendar year. Q1 in this drill option will always represent sales for January, February, and March.

How to use calendar bubbles - android 11

 

12: Calendar year quarter

Shows sales by quarter, with a prefix that includes the year.

This can be helpful if you want to look at sales in chronological order, for example, from Calendar Q4 2019 to Calendar Q1 2020. Just click on the “Calendar Year Quarter” header to sort by that column.

How to use calendar bubbles - android 12

 

13: Calendar year month

Shows sales by month of the year, with a prefix that includes the year.

This can be helpful if you want to look at sales in chronological order, for example, from Month 12 (December) of 2019 to Month 2 (February) of 2020.

How to use calendar bubbles - android 13

 

14: Fiscal year period

Shows sales by period of the fiscal year, with a prefix that includes the fiscal year.

This can be helpful if you want to look at sales in chronological order, for example, from Period (Month) 9 of fiscal 2019 to Period (Month) 3 of fiscal 2020.

How to use calendar bubbles - android 14

 

15: Fiscal period

You can use this to see sales by the fiscal period or month.

If your fiscal calendar begins in April, April would show up as the 1st period or month in this drill option.

How to use calendar bubbles - android 15

 

16: Fiscal quarter

You can use this to see sales by the fiscal quarter. If your fiscal calendar begins in April, then sales for April, May, and June would show up as the 1st quarter in this drill option.

How to use calendar bubbles - android 16

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