Emailed on August 21, 2020 in The Friday Forward

This week's inquiry came from an owner of an eCommerce shop who needed help visualizing sales in a way that took seasonality into account (they sell a bunch of product in winter months and holidays).

Specifically, he needed to look at Income, COGS, and OPeX data from QuickBooks in a trailing twelve months format.

Here's how he did it in just a few clicks on Malartu:

1. Connect QuickBooks Online to his workspace and pull 36 months of data

2. Upload budget for P&L

3. Plot COGS on a block, and turn on "View Budget"

4. Switch type to "Bar"

5. Switch display increment to "TTM"

And voila, you have a full-blown TTM data visualization.

See Jon’s quick video below to see how he did it: