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fvillarr
Contributor
Contributor

Sum Orders with Total Order Value < 1M and Quarter to Quarter comparison

Hello,

I need to replicate this Excel graph. My data set is Sales Orders.

fvillarr_0-1744144674179.png

I'm struggling on two issues:

1- How to calculate the sum of orders lower than 1M. My data set has the orders split by products, so I assume I first need to find the total order value.

For reference this is the formula I'd use to get the total value of all orders:
Sum({<[Snapshot Date Type]={'Yesterday','Q4FY2425','Q3FY2425','Q2FY2425','Q1FY2425'}>}[# Net Revenue Spot r.USD])

And this is one that I tried, but since an order can be in multiple snapshots I get errors. I'd need the total order value in a single quarter.
Sum({$< [Snapshot Date Type]={'Yesterday','Q4FY2425','Q3FY2425','Q2FY2425','Q1FY2425'},[Order Number]={"=sum({<[Snapshot Date Type]={'Yesterday','Q4FY2425','Q3FY2425','Q2FY2425','Q1FY2425'}>}[# Net Revenue Spot r.USD])>1000000"}>}[# Net Revenue Spot r.USD])

You can see here how it works fine when an order exists only once, but is broken by the order that goes across two quarters.

fvillarr_0-1744151997720.png

 



2- I don't know how to calculate that trend line with the Quarter to Quarter variations.

 

I'd appreciate any help you can give me.

Labels (1)
2 Replies
morgankejerhag
Partner - Creator III
Partner - Creator III

You can do a search in set analysis like:

Sum({<OrderNo={"=sum(Amount)>=1000"}>} Amount)

I have attached an example with three different ways of solving it

fvillarr
Contributor
Contributor
Author

Thank you!
Unfortunately I don't own the app and cannot modify the load script. I was hoping to solve it in Set Analysis without building any additional flags or tables in the script.