calculate percentage difference between 2 values which is in a column

nica_tc · 2022-07-20T07:01:58+00:00

There was an error rendering this rich post.

nica_tc

hi all,

i am new to domo and would like to seek your kindly advise regarding on my question.

i make a ETL and the structure is like below.

and next step i make a pivot table and segregate the "monthly_balance" by "source" (actual and budget)

the next step is i want to calculate the "monthly_balance" percentage difference between the 'actual' and 'budget' and attached in table last column

for example the first line would be ((52935094.74-52746575.11)/(52935094.74))*100% = 0.356%

same calculation is apply for the rest of lines.

i try to make a beast mode calculation for this purpose but seem not work and not fit my expectation.

is there anyone could provide me some suggestion?

Find more posts tagged with

Accepted answers

All comments

mhouston

I think it's not working in your pivot table as laid out because you have the difference column underneath your larger categories of ACTUAL and BUDGET (so in the ACTUAL - difference, the only data the beast mode has is actuals).

The way we've implemented this is using an HTML table and just creating a beast mode for actuals, a beast mode for budget, and a beast mode for variance.

ACTUALS:

sum(

case when `version` = 'Actuals' then `account_value`

ELSE 0

end)

BUDGET:

sum(

case when `version` = 'Budget' then `account_value`

ELSE 0

end)

Variance:

(sum(

case when `version` = 'Actuals' then `account_value` else 0

end)

sum(

case when `version` = 'Budget' then `account_value` else 0

end))/

sum(

case when `version` = 'Budget' then `account_value` else 0

end)

Note that the variance calc here is actually a ratio, and then we use the domo formatting to format it to a percent.

RobSomers

I agree with @mhouston. Your original beast mode with the sum inside the case when statements just does the calculation on a line by line basis in your base table. If you want to do a sum or any calculation based on your table as a whole, then you have to put your case when inside the SUM function.

nica_tc

hi @mhouston and @RobSomers,

thank you for the beast mode suggestion. I adjust my beast mode calculation and applied on the pivot table.

the result is really fit my expected but i still got some issue on it.

issue 1: dun know why there is an 50% difference shown in below.

it is really tricky if i make a html table and applied those 3 beast mode calculation for actual_sum, budget_sum and difference. the 50% still shown and shown 0 value for both actual_sum and budget_sum

issue 2: unexpected 0 shown and some sub-total go wrong when I see more detail. the difference is not able to shown if "categories" this field is applied.

may i know is there anything i do wrong?

RobSomers

It looks like your last sum function is missing a closing parentheses after 'else 0'

nica_tc

hi @RobSomers,

the closing parentheses is already included. the screenshot didn't include it only.