This article will explain how to use the Relationships tab of the settings module. This tab allows you to assign relationships between measures in narratives with multiple measures. You can also check out our Relationships video for more information.

The two types of relationships are: 
Actual vs. Benchmark and Current/Most Recent vs. Previous Period. You can access measure relationships by clicking on "Relationships" in the narrative settings.


Where is the Actual vs. Benchmark Analysis Useful?

  • Quota Reporting - instantly know if you are over or under your performance benchmarks
  • Significant Insights - understand if there are data points that require additional analysis

Where is the Current vs. Previous Analysis Useful?

  • Change in KPIs - better understand if your KPIs from prior periods are increasing, decreasing, or remaining consistent
  • Analytics In Language - identify trends over time without needing to look at the raw data


Note: In order to configure Relationships, your narrative must have one dimension and multiple measures. To learn how to manipulate your data to better fit the relationship story requires, check out this article.


Actual vs. Benchmark Relationship (continuous and discrete stories)


This type of relationship is used when one measure is meant to be the benchmark for the other. Examples of this could be: comparing the total return of a mutual fund vs. some index, or comparing actual sales to a sales target.  Applying the ‘Actual vs. Benchmark' relationship will result in a story without unnecessary content and a focus on what's most important when comparing a metric to its associated benchmark. You'll see language such as "underperformed" and "outperformed" in the narrative.

 

Click "Actual vs. Benchmark" to identify the related measures, and use the drop-downs to specify that one measure is the benchmark for another.


After you've selected the parent measure, your relationship will be saved. You can click the "x" on the right side in order to remove this relationship.


 


Current/Most Recent vs. Previous Period


In this example, we have a bar chart that is measuring the same metric but across two different time periods. While the bar chart is across a discrete x-axis of product groups, the goal of the chart is to compare the performance of those products over the two time periods. We want to answer questions such as: Which product's revenue grew the most? Which product's revenue fell the most? Using this relationship type results in a narrative containing this analysis and insight. Click 'Current/Most Recent vs. Previous Period' to identify the related measures and supply other information about the relationship.


Use the drop downs to select which measure reflects the current/most recent period and which reflects some period in the past. After inputting the measures, you can input how many 'periods' in the past the previous measure is and how those periods should be referenced. The completed relationship will look like the below:

 


You can click the "x" on the right side in order to remove this relationship. Once you click the back arrow in the upper-left, a new narrative will be generated.


Applying More than One Relationship


Users can apply both 'Actual v. Benchmark' and 'Current/Previous' relationships at the same time on datasets.

Any measures that are in the visualization that are not part of the relationship configuration will be discussed in separate drill down paragraphs.

 

Note


These relationships require certain scenarios in order to be activated. For example, a metric can only be compared to a benchmark if the two measures have the same 'value type', or the time period comparison can only occur in a discrete analysis narrative. The 'Relationships' window within narrative settings will provide the user with a checklist of these conditions.