Summary Change - date change requires rebuild

Question

In a workspace I have a bunch of Summary Change components at the top.

My understanding is that these display how a metric has change - so I can display how the site Visits metric has changed in, say, "Last month" compared to the month before - have I got that right?

My issue is that if I change the reporting date range those comparisons break - if I click the little pencil icon on any of them, the dialogue tells me,

"Configuration is out of sync

Your configuration is out of sync with the freeform table. To override your existing table and restore this key metric summary configuration, click build."

Is this expected? It makes the component quite a bit less useful if this is how it works, so I feel like maybe I'm misunderstanding something.

Jennifer_Dungan · Accepted Answer

You should be able to do that... I think a fixed date range should be unaffected by the "relative date range" setting, unless there's a bug (but you may not need relative settings enabled for that anyway...

If you do a fixed date range of an average calculation (something like PV/V as an example), and then compare to a column that is for the selected range, that should work... just make sure that 0s aren't included in the average to be safe.

@tobyjm It looks like the issue has been fixed (as of Jan 17th)

https://experienceleague.adobe.com/docs/analytics/release-notes/latest.html?lang=en

Jennifer_Dungan · Answer

Summary Change is based on having two cells selected.. the order or selection will determine which way the + or - goes....

Here I selected Nov and then Dec cells:

Now, to make sure my summary doesn't break when I deselect these cells, I am going to "lock" the visualization:

So long as I choose a date range that still allows me to have at least two rows of data, my Summary should continue to work:

If I choose only a single month, or a single day, (or a range within a single month), my table is broken out by month and therefore won't work:

There is now only one cell, and nothing to compare...

I can at least swap out Month for Day here, and the Summary Change will work again:

But since the Summary Change must be calculated based on two selected cells, there will be breakage if you choose a range that doesn't work with your tables...

Or are you talking about the Key Metric Summary visualization?

If I change to Oct, 2023, then yes, the summary is now broken...

I think this is a bug...

I can see the Panel date is Oct 2023... and if I dig into the "Prior Month" it's clearly showing Sept...

But the panel is still showing Oct:

So it should work.... but it doesn't... It's not just you...

This should definitely be a ticket to Client Care!

Sign up

Login with SSO

Login to the community

Login with SSO

Scanning file for viruses.

This file cannot be downloaded