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Guidance on Visualizing Account Sales


Although I have just started using these products, they seem to be great! Thank you in advance for the support.

I have a question that I'm hoping you can provide guidance on. I work for a marketing department and I am working on the following question:
- Track the movement of accounts through deciles over time. For example tracking the movement of accounts who started as decile 4 accounts from Quarter 1 ,2012 over the next 3 quarters to see if they move up, down or stay in the same decile.

Data: I have the data in Excel form with 4 columns. The first column has 3800 account names and the other 3 columns contain the decile of each account in Quarter 1, 2, 3, and 4 of 2012. Deciles are calculated separately for each quarter based off total sales in that quarter.

Guidance Request: I wish to track the movement of accounts, if any, two adjoining quarters at a time. I would love your guidance on how best to setup this data in the data_editor, how to best visualize the data to answer my question, and to hear any other thoughts you may have.

Notes: I don't have the commercial version which may limit the number of rows or columns. I've plotted test data but I can't seem to make all the account data show up at once. I can click on certain accounts which makes the data for that account appear but I'd like to see all the accounts at once.

Please let me know if you have any questions and any guidance will be greatly appreciated.



StatSilk's picture

Hi Young,

Thank you for your message. Indeed the free version has a row limit, but not a column limit. I would organize the 3800 accounts in the columns, so one column for each. Time periods can the be specified by row, as in the example data file that comes with StatTrends, but then using quarters (rather than 'years' in the example file). You could then also add a separate category to organize them by decile (additional categories requires the commercial license / version). The deciles could be written/coded as Quarter 1 - decile 1, Quarter 1 - decile 2, etc.

With this structure, each account would be a 'bar' in the bar chart. For the time series graph, each account would be a line, so you can see the trends.

I hope that helps.



ps see also the following for some examples of how data can be structured: