Sales Revenue Ranking by dynamic date and limit pivot rows

user034162

Hello,

 

I am trying to get a pivot table card in Domo and it could show sales revenue by different categories and reporting date. More importantly, I hope to rank the categories by total sales revenue within a specific time and the card could only show the top N categories' records. Within a different period of time, the total sales revenue in different categories will vary, then the top N would change accordingly.

 

Here is an example. I want to choose the top 2 categories (based on total revenue) by sales revenue and date and set ReportingDate as a filter.

the dataset

Category	SubCategory	ReportingDate	Sales
A	a	2020-11	200
A	b	2020-11	300
A	c	2020-11	100
A	a	2020-10	100
A	b	2020-10	200
B	d	2020-11	150
B	d	2020-10	350
B	e	2020-11	100
B	e	2020-10	400
C	f	2020-11	150
C	f	2020-10	200
C	g	2020-11	300
C	g	2020-10	100
C	h	2020-11	210
C	h	2020-10	250

 

Here is the result: 

If includes all-time, top 2 would be C and B; If the filter in reporting 2020-10, top 2 would be B and C; If the filter in reporting 2020-11, top 2 would be C and A.

Category	2020-10	2020-11	Sum
C	550	660	1210
B	750	250	1000
A	300	600	900

 

Thank you!

jaeW_at_Onyx

here's a pretty extensive tutorial on window functions.  https://www.youtube.com/watch?v=eifSYZIcPzg

 

you can't filter on a rank in window functions.  but you can set the data row limit to 2 or 5  or 10 rows and sort by sum(Amount) desc which is functionally the same thing.

 

in your case if you have months on an axis, to get total for the year you'd write

sum(sum(amount)) over (partition by category)

user034162

@jaeW_at_Onyx 

Thanks for your help. I followed your instructions and everything is good before I limited rows. I had a 13-month data in the pivot table in Domo with setting category as the x-axis and reporting date as the y-axis. After I limit rows to 30 (I have 4-5K rows originally), the table only shows the data in the latest reporting date, the other data would disappear. I attached two images to show how it looks like before and after I limit rows to 30.

 

Do you have a general idea about why it happened?

https://ibb.co/xs3cwpV 

https://ibb.co/HGTyC4N 

 

Really appreciate your help!

jaeW_at_Onyx

If you're using a pivot table with months on the axis, your data set is no longer 3 rows, it'll be around 3(categories) * 12(months) assuming you have data in each month... 

 

in other words, it gets weird.  so don't use a pivot table if you want to limit rows that way.  instead build a beast mode for each month.