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

Jobur
Jobur Member
in Charting

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.

Best Answers

Answers

  • GrantSmith
    GrantSmith Coach
    Answer ✓

    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
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  • Jobur
    Jobur Member

    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
    jaeW_at_Onyx Coach
    Answer ✓
    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.

    Jae Wilson
    Check out my 🎥 Domo Training YouTube Channel 👨‍💻

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