How to build acard to show breakdown of revenue by Margin % on transactions

Jobur

Hi,

I would like to build a card to show how much revenue is generated by sales at different margin % bands.

Is there an easy way to accomplish this? I think I could add a column to the dataset (already over 100 columns) to categorize each transaction. Is there another way to approach this?

I have a Revenue dataset with hundreds of different product types.

Each record has the customer, product, date, sales revenue, cost, Margin & Margin % on it.

What I would like to do is display visually how much of the revenue is generated from sales from each margin band: < 25%; 25% - 50%; 50% - 75%; 75% - 100%

If we had 1m in sales in a month, you could see how much has a margin of < 25%, 25% - 50%...

Thanks

John

PS is the slack domousergroup still open, how do I get an invite to this.

GrantSmith

Hi @Jobur

You can utilize a beast mode to create buckets for your margin % the following beast mode works since it evaluates the first condition it finds to be true and exits. If you want to sort by these values you can make another beast mode with the same logic but instead of the string (75-100%) you can return a number (2) and use that in your card sort

CASE 
  WHEN `margin_pct` 1 THEN '100%+'
  WHEN `margin_pct` >=.75 THEN '75-100%'
  WHEN `margin_pct` >= .50 THEN '50-75%'
  WHEN `margin_pct` >= .25 THEN '25-50%'
  ELSE '< 25%'
END

jaeW_at_Onyx

https://join.slack.com/t/domousergroup/shared_invite/zt-n22nno2s-erzBJFTX3TdYOM_jb4058Q

this is for the community slack group.

https://join.slack.com/t/domodojousers/shared_invite/zt-wd09pvhc-_1QBCiQlPvzGmvmUkjLA1A

this is for the semi-official Domo slack group.

GrantSmith

Hi @Jobur

You can utilize a beast mode to create buckets for your margin % the following beast mode works since it evaluates the first condition it finds to be true and exits. If you want to sort by these values you can make another beast mode with the same logic but instead of the string (75-100%) you can return a number (2) and use that in your card sort

CASE 
  WHEN `margin_pct` 1 THEN '100%+'
  WHEN `margin_pct` >=.75 THEN '75-100%'
  WHEN `margin_pct` >= .50 THEN '50-75%'
  WHEN `margin_pct` >= .25 THEN '25-50%'
  ELSE '< 25%'
END

Jobur

Thanks Grant - I knew there had to be an easier way to do it. 😀

Do you know if there is a domouser slack channel? I think I saw it mentioned on the forum before

jaeW_at_Onyx

https://join.slack.com/t/domousergroup/shared_invite/zt-n22nno2s-erzBJFTX3TdYOM_jb4058Q

this is for the community slack group.

https://join.slack.com/t/domodojousers/shared_invite/zt-wd09pvhc-_1QBCiQlPvzGmvmUkjLA1A

this is for the semi-official Domo slack group.