2 Replies Latest reply: May 24, 2018 10:01 AM by Gaston Spronk RSS

    BCG matrix in Qlik Sense

    Gaston Spronk

      I created a BCG Matrix (Boston Consultancy Group) in Qlik Sense using a scatter plot. In this scatter plot I use the profitability on the x-axis and the portfolio growth (CAGR) as y-axis. Using 2 reference lines I created the 4 quadrants in which I plotted our global vendors as dimension. Both profitability and portfolio growth are calculated like:

       

      num(sum(ROIC_numinator)/sum(ROIC_denominator),'#,##0.00%')

       

      and

       

      num(pow((sum({<Period = {'2020 PIT'}>}Portfolio_Retail_EOP)/sum({<Period = {'2017 PIT'}>}Portfolio_Retail_EOP)),(1/3))-1,'#,##0.00%')

       

      This all looks fine.

      What I also want to add is how much of out total portfolio (aggregated on global vendor) belongs to each quadrant of the matrix. I wanted to add that as 4 separate KPI's. My issue is that the aggregation that is done in the scatter plot doesn't work in the KPI's. So the calculated % of portfolio is based on the lowest level of data and not on the aggregated level shown in the scatter plot.