Step Ratios - Pivot Table

twaldron

I have a pivot table showing total number of applicants through the recruitment process. I want to be able to show the "step ratio".

Pivot Table has Steps in the rows, column is job type, values are a distinct count of candidate ID. Dataset has multiple rows per candidate, each step of the process they've reached.

Im thinking that a fixed function would be the best way to do this?

Excel Image to show formula I've used to achieve this

david_cunningham

You will want to use a window function. Here is a breakdown (key step bolded).

Step 1: Define the sort order for your steps. You'll use this to sort your table to make sure that it follows a consistent order. For example…

CASE
  WHEN `STAGE = 'Offer' then 0
  WHEN `STAGE = '2nd Interview' then 1
  WHEN `STAGE = '1st Interview' then 2
  WHEN `STAGE = 'Recruiter Review' then 3
  WHEN `STAGE = 'Applied Online' then 4
END
   

Step 2: SUM up your applications for each stage

Step 3: Use a window function inside of a case statement to calculate the step ratio.

SUM(application_count)
/
SUM(SUM(case when stage = 'Offer' then application_count end)) over ()

The second part of this beast mode calculates the total of all applications in the final offer stage (the denominator in your example) and then applies it to all rows so that we can do our division for the step-ratio.

All this comes together to create your desired output.

If this answers your question, please 'accept' my answer by selecting it 😁

david_cunningham

You will want to use a window function. Here is a breakdown (key step bolded).

Step 1: Define the sort order for your steps. You'll use this to sort your table to make sure that it follows a consistent order. For example…

CASE
  WHEN `STAGE = 'Offer' then 0
  WHEN `STAGE = '2nd Interview' then 1
  WHEN `STAGE = '1st Interview' then 2
  WHEN `STAGE = 'Recruiter Review' then 3
  WHEN `STAGE = 'Applied Online' then 4
END
   

Step 2: SUM up your applications for each stage

Step 3: Use a window function inside of a case statement to calculate the step ratio.

SUM(application_count)
/
SUM(SUM(case when stage = 'Offer' then application_count end)) over ()

The second part of this beast mode calculates the total of all applications in the final offer stage (the denominator in your example) and then applies it to all rows so that we can do our division for the step-ratio.

All this comes together to create your desired output.

If this answers your question, please 'accept' my answer by selecting it 😁