To specify a Trend component
1.
Define the Percentage value that represents the nature of the trend (percentage change) you are looking for.
The value can be any of the following.
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Positive, to track an increase
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Negative, to track a decrease
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A constant value
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A lookup value from a data source
*
A calculated math value
2.
In the Data Source area, select the data source by type and name, and identify the field on which to do the trending.
3.
Enter the Number of Trend Periods you want to track. A trend must have at least two periods. (In the next step, you will define what each time period is.)
The trend will only evaluate to true if each successive period increases (or decreases) over the previous period by the specified amount. For a tend with four time periods, the percentage of change must hold true for each of the three time period transitions: from period 1 to 2, 2 to 3, and 3 to 4.
4.
Define the Time Period Value for the trend.
For example, you might set the Time Period to be 3 calendar months long, and the Function to be maximum. In that case, the trend period value would be the maximum value in each three calendar month time period within the trend.
5.
You can optionally set Subgrouping within trend periods.
If you want to make the data function you are using act on subgroupings of values rather than on individual values in the container or select function, then select the checkbox Subgrouping within trend periods and set the Subgroup Period and Function.
6.
You can optionally set Advanced Configuration settings for the trend. Advanced configuration settings can help to ensure that data has been tracked long enough, or that there are enough data points, to be statistically significant.
7.
Click Set Parameters to save the details settings.
8.
On the Properties tab, set the name and description of the trend.
9.
Click Set Parameters to set the properties settings, click Save to save the component, then click Close to close the editor window.
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