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StefanE
Contributor III
Contributor III

Price Volume Analysis visualized in Waterfall Chart

Hello Everyone,

I've got a nice-to-solve question regarding a price volume analysis I want to try to visualize in a waterfall chart.

So for example, the calculation for the price effect is as follows:

Price effect = (Price CY - Price PY) * Volume CY

Pretty easy and it does work, if I calculate the effects for different product groups in a straight table where I use the Totals function as sum: 

StefanE_0-1691412305064.png

It would be nice to visualize the different effects in a waterfall chart and here is where I ran into problems. 

There are no dimensions in waterfall chart so nothing to sum up, therefore QS calculates the same way as on the product group level, i.e. Price effect = (Price CY - Price PY) * Volume CY. This generates a different result than on product group level (see also attached file):

StefanE_1-1691413364327.png

Is there a way to calculate the same totals in Qlik Sense as in straight table with all dimensions, so I visualization in waterfall chart is possible?

If you need more context or information, let me know.

Kind regards

Stefan

Labels (6)
1 Solution

Accepted Solutions
Or
MVP
MVP

Sounds like you're looking for something along the lines of:

Sum(Aggr((Price CY - Price PY) * Volume CY,Product))

Or some other form of aggr().

View solution in original post

2 Replies
Or
MVP
MVP

Sounds like you're looking for something along the lines of:

Sum(Aggr((Price CY - Price PY) * Volume CY,Product))

Or some other form of aggr().

StefanE
Contributor III
Contributor III
Author

Thank you Or,

that's what I've tried too, but with the wrong syntax. Thank you very much for your spot on reply!

Best regards

Stefan