Net Change Over Period matrix. With Excel and Image of desired result

[MartinBurman]

Hello community,

I had a customer present an interesting visualization they use to track customer movement between categories for two dates. It took a while to create the sample data but i think i got it down in the table here. You can also see the desired result based on the data.

Explaination:

2023-01-01 we have 13 customers in category A, 17 in B, 8 in C etc.
2023-08-01 we have 22 customers in category A, 16 in B, 9 in C etc

Looking at 2023-08-01, Out of those 22 now in category A, 11 was previously A (didnt move). 4 was previously in B, 3 was in C, 1 in E and we have 3 new customers who jumped straight into category A.

How would you go about replicating a visualization such as this one? The looks arent to important its more what it conveys at a glance. If we can replicate the looks that would be great ofc. 

User might take away: Who is the outlier that went from E to A over just a couple of months?

DateCustomer IDCategory

2023-01-01	1	A
2023-01-01	2	A
2023-01-01	3	A
2023-01-01	4	A
2023-01-01	5	A
2023-01-01	6	A
2023-01-01	7	A
2023-01-01	8	A
2023-01-01	9	A
2023-01-01	10	A
2023-01-01	11	A
2023-01-01	12	A
2023-01-01	13	A
2023-01-01	14	B
2023-01-01	15	B
2023-01-01	16	B
2023-01-01	17	B
2023-01-01	18	B
2023-01-01	19	B
2023-01-01	20	B
2023-01-01	21	B
2023-01-01	22	B
2023-01-01	23	B
2023-01-01	24	B
2023-01-01	25	B
2023-01-01	26	B
2023-01-01	27	B
2023-01-01	28	B
2023-01-01	29	B
2023-01-01	30	B
2023-01-01	31	C
2023-01-01	32	C
2023-01-01	33	C
2023-01-01	34	C
2023-01-01	35	C
2023-01-01	36	C
2023-01-01	37	C
2023-01-01	38	C
2023-01-01	39	D
2023-01-01	40	D
2023-01-01	41	D
2023-01-01	42	D
2023-01-01	43	D
2023-01-01	44	D
2023-01-01	45	D
2023-01-01	46	E
2023-01-01	47	F
2023-01-01	48	F
2023-01-01	49	F
2023-08-01	1	B
2023-08-01	2	B
2023-08-01	3	A
2023-08-01	4	A
2023-08-01	5	A
2023-08-01	6	A
2023-08-01	7	A
2023-08-01	8	A
2023-08-01	9	A
2023-08-01	10	A
2023-08-01	11	A
2023-08-01	12	A
2023-08-01	13	A
2023-08-01	14	A
2023-08-01	15	A
2023-08-01	16	A
2023-08-01	17	A
2023-08-01	18	B
2023-08-01	19	B
2023-08-01	20	B
2023-08-01	21	B
2023-08-01	22	B
2023-08-01	23	B
2023-08-01	24	B
2023-08-01	25	B
2023-08-01	26	B
2023-08-01	27	C
2023-08-01	28	C
2023-08-01	29	C
2023-08-01	30	C
2023-08-01	31	A
2023-08-01	32	A
2023-08-01	33	A
2023-08-01	34	B
2023-08-01	35	C
2023-08-01	36	C
2023-08-01	37	C
2023-08-01	38	C
2023-08-01	39	B
2023-08-01	40	B
2023-08-01	41	D
2023-08-01	42	D
2023-08-01	43	D
2023-08-01	44	D
2023-08-01	45	E
2023-08-01	46	A
2023-08-01	47	F
2023-08-01	48	F
2023-08-01	49	F
2023-08-01	n123	A
2023-08-01	N452	A
2023-08-01	N4353	A
2023-08-01	N65454N	B
2023-08-01	NN34	B
2023-08-01	N222	C

[lbendlin · Accepted solution]

Here is an approximation using standard matrix visuals.

Might not be pretty, and also doesn't support tooltips so your question

Who is the outlier that went from E to A over just a couple of months?

would need additional adornments, for example by adding the ID to the row hierarchy.

See attached.

[MartinBurman]

I'm sorry I didn't see this earlier. Thanks for the time you spent, it's appreciated!

Will update if we implement this.