---
schema_version: "1"
id: af697317d5a73e4ce3bf26643397e61017529d8e69ea33c77e08e05938a11402
title: Compare Subgroups
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_edd_insight_compare_value_value.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_edd_insight_compare_value_value.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e95997f4981b9108de16779913b6b2395da1db9bfd48542f1ed6bd165c23007c
description: Compare subgroups (categories or buckets) to learn how they relate to your model’s goal. For example, you can compare the sales performance between two different territories (such as “North America” and “Europe”). Einstein Discovery displays a waterfall chart to help you visualize the comparison between territories. Comparative insights help you determine whether the patterns you focus on are real and not accidents of the data.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Compare Subgroups

Compare subgroups (categories or buckets) to learn how they relate to your model’s goal. For example, you can compare the sales performance between two different territories (such as “North America” and “Europe”). Einstein Discovery displays a waterfall chart to help you visualize the comparison between territories. Comparative insights help you determine whether the patterns you focus on are real and not accidents of the data.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

Note Einstein Discovery stories are now models. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in a few places until we replace it.

To compare subgroups:

1. [Open a Model](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_open.htm&release=264.0.0&type=5 "Open a model to explore relationships in your data.").
2. In the Variables panel, select a variable you want to investigate.
3. In the Filter Selector, choose the first value you want to compare.
    
    ![Filter selector, showing options for the first value to compare: month-to-month, one year, or two year](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_insight_compare_value_value.png)
4. In the Filter Selector, choose the second value you want to compare.
    
    ![Filter selector, showing options for the second value to compare: month-to-month or one year](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_insight_compare_value_value_second.png)
    
    Einstein shows a summary and waterfall chart of the comparison between the selected values.
    
    ![Waterfall chart, showing the comparison and including six numbered elements](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_insight_compare_value_value_summary.png)
    
    Chart Axis  
    | Axis | Description |
    | --- | --- |
    | Horizontal | Outcome variable for this model. |
    | Vertical | Drivers of the outcome variable. |
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Chart Elements">
            <caption>Chart Elements</caption>
            <colgroup>
              <col style="width:8.375209380234507%">
              <col style="width:16.750418760469014%">
              <col style="width:74.87437185929649%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d173844e153">Number</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d173844e156">Element</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d173844e159">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Number" class="slds-cell-wrap" style="vertical-align:top;" headers="d173844e153 ">1</td>

                <td data-label="Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d173844e156 ">First Explanatory Variable</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d173844e159 ">
                  <p>The gray bar represents the first (left-most) explanatory variable selected
                    in the model toolbar. Hover over this bar to see additional information.</p>
                  <ul>
                    <li><strong class="uicontrol">Drivers of <span class="keyword">Outcome</span></strong> when
                      <span class="keyword">First Explanatory Variable</span> occurs
                    </li>
                    <li><strong class="uicontrol">Global Mean</strong>: Mean for the selected <span class="keyword">First
                        Explanatory Variable</span></li>
                    <li><strong class="uicontrol">Global Count</strong>: Number of observations for the
                      selected <span class="keyword">First Explanatory Variable</span></li>
                    <li><strong class="uicontrol"><span class="keyword">Outcome Variable</span></strong>: Average
                      <span class="keyword">Outcome Variable</span> for this bucket
                      (<strong class="uicontrol">Total</strong> / <strong class="uicontrol">Global Count</strong>).
                    </li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Number" class="slds-cell-wrap" style="vertical-align:top;" headers="d173844e153 ">2</td>

                <td data-label="Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d173844e156 ">Second Explanatory Variable</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d173844e159 ">
                  <p>The blue bar represents the second explanatory variable selected in the
                    model toolbar. Hover over this bar to see additional information.</p>
                  <ul>
                    <li><strong class="uicontrol">Drivers of <span class="keyword">Outcome</span></strong> when
                      <span class="keyword">Second Explanatory Variable</span> occurs
                    </li>
                    <li><strong class="uicontrol">Global Mean</strong>: Mean for the selected <span class="keyword">Second
                        Explanatory Variable</span></li>
                    <li><strong class="uicontrol">Global Count</strong>: Number of observations for the
                      selected <span class="keyword">Second Explanatory Variable</span></li>
                    <li><strong class="uicontrol"><span class="keyword">Outcome Variable</span></strong>: Average
                      <span class="keyword">Outcome Variable</span> for this bucket
                      (<strong class="uicontrol">Total</strong> / <strong class="uicontrol">Global Count</strong>).
                    </li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Number" class="slds-cell-wrap" style="vertical-align:top;" headers="d173844e153 ">3 &amp; 4</td>

                <td data-label="Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d173844e156 ">
                  <ul>
                    <li>(3) Cases where falls behind</li>

                    <li>(4) Cases where outperforms</li>

                  </ul>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d173844e159 ">
                  <ul>
                    <li>Green bars reflect cases in which explanatory variables have a favorable
                      effect on the outcome. A favorable effect moves you closer to your model’s
                      goal, such as increasing opportunity wins when the goal is to maximize
                      opportunity wins.</li>

                    <li>Red bars reflect cases in which explanatory variables have an unfavorable
                      effect on the outcome. An unfavorable effect moves you away from your
                      model’s goal, such as increasing customer churns when the goal is to
                      minimize customer churns.</li>

                  </ul>
                  <p>Hover over a bar to see additional information. Some bars display the
                    following information:</p>
                  <ul>
                    <li><strong class="uicontrol">Drivers of <span class="keyword">Outcome</span></strong> when
                      <span class="keyword">Explanatory Variable</span> and <span class="keyword">Other
                        Condition</span> occurs
                    </li>

                    <li><strong class="uicontrol">Left Base Impact</strong>: How much this term impacts the
                      first selected group.</li>

                    <li><strong class="uicontrol">Left Coefficient</strong>: Model coefficient for the
                      interaction between this term and the first selected group.</li>

                    <li><strong class="uicontrol">Left Frequency</strong>: How often this term occurs in the
                      first selected group.</li>

                    <li><strong class="uicontrol">Right Coefficient</strong>: Model coefficient for the
                      interaction between this term and the second selected group.</li>

                    <li><strong class="uicontrol">Left Interaction Impact</strong>: Impact of the interaction
                      between this variable and the first selected group, on the first group.</li>

                    <li><strong class="uicontrol">Right Interaction Impact</strong>: Impact of the interaction
                      between this variable and the second selected group, on the second
                      group.</li>

                    <li><strong class="uicontrol">Base Coefficient</strong>: The model coefficient for just
                      this term.</li>

                    <li><strong class="uicontrol">Difference</strong>: The estimated difference in average
                      between the first and second groups that can be attributed to the term and
                      its interactions with the groups.</li>

                    <li><strong class="uicontrol">Right Frequency</strong>: How often this term occurs in the
                      second selected group.</li>

                    <li><strong class="uicontrol">Right Base Impact</strong>: How much this term impacts the
                      second selected group.</li>

                    <li><strong class="uicontrol"><span class="keyword">Outcome</span></strong>: Net effect on
                      <span class="keyword">Outcome</span>.
                    </li>

                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Number" class="slds-cell-wrap" style="vertical-align:top;" headers="d173844e153 ">5</td>

                <td data-label="Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d173844e156 ">Small Terms</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d173844e159 ">
                  <p>Represents the aggregate of terms that are too small to include in the
                    other categories. Therefore, these terms are combined into a single set of
                    statistics. Hover over this bar to see additional information.</p>
                  <ul>
                    <li><strong class="uicontrol">Combined Impact</strong>: Net impact on the
                      <span class="keyword">Outcome</span> of all the combined terms.
                    </li>
                    <li><strong class="uicontrol">Terms Combined</strong>: Number of terms combined.</li>
                    <li><strong class="uicontrol"><span class="keyword">Outcome</span></strong>: Net effect on
                      <span class="keyword">Outcome</span>.
                    </li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Number" class="slds-cell-wrap" style="vertical-align:top;" headers="d173844e153 ">6</td>

                <td data-label="Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d173844e156 ">Unexplained</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d173844e159 ">Represents the unexplained variables on the <span class="keyword">Outcome</span>.
                  Hover over this bar to see the effect of unexplained variables on the
                  outcome.</td>

              </tr>
            </tbody>
          </table>