Analyze data across specific periods of time, with the Trend Analysis Report, or TAR.
Note: TAR is based on United States regional settings. Download the free version to see if it works on your system.
Download full sample version of the TAR.
Three sections make up the TAR—the overview, daily breakdown, and print version. All three sections contain a navigation bar at the top of the page.
Here is a list of the different areas presented in the overview.
- Navigation bar
- Year selector
- Module controls
- Six-month snapshot summary
- Weekly snapshot summary
- Graphical summary
- Period selector
- Performance breakdown
We will discuss some of the main areas of the overview.
The year selector controls the entire overview. After making a yearly selection, the entire overview updates automatically, including the graphical summary, breakdown, and snapshots.
Below are the features of the Excel Effects graphical overview.
- Show average shows or hides the average line.
- Show previous year shows or hides the previous year line.
- The metric option updates the summary to display visits, orders, or sales.
- The period shows a monthly, quarterly, or day of week view.
Similarly, the period option provides the same options as the graphical summary—monthly, quarterly, or day or week. In addition, you can display a different period in the graphical summary and a different period in the breakdown.
The Period option incorporates a degree of flexibility in your report.
Note: These two snapshots are controlled by the Year selector and the Metric options in the graphical summary.
In the six-month summary, the snapshot chart displays your 1st half performance versus your 2nd half performance.
As for the weekly summary, average visits, orders, or sales is displayed. Therefore, the weekday is averaged for five days, and the weekend is averaged for two days.
All you need to do is select a Year and a Month and what the summary work. It is that simple.
Working the Report
Although we suggest to have all the columns populated, you may not have a Date, Day, Visits, Orders, or Sales. However, it is expected to have a year and month. Your report will only display the information you provide it.
There you have it! The data controls everything. Without it, the report will show you nothing.
The good part is that our sample report has a lot of data for you to play with.
Microsoft Excel 2010 or higher or compatible.
Feel free to download a full sample version of TAR below.