Skip to main content

We have created an income statement where we have one metric for Income and another metric for COGS. Both these metrics is by the dimension Account and in our table we use Account Group and Account on the Rows which gives us a  dynamic income statement where it is possible to expand and collapse rows to see the hierarchy:

- Income
      - Account Group
              -Account

Our challenge is that we like to have the exact same view that shows us Income and COGS per Order. We can achieve this by using “Show value as” to show our metrics in relation to total number of orders and it also works fine when filtering the table by Location or Subsidiary. However, show value as does not work in combination with grouping by Account Group and Account, since number of  orders is not by account. If we add the dimension Account to our metric for Number of  orders we can get it right on the lowest level, but in this case the aggregations by account and account group becomes wrong. 

Is there any workaround for this? How can we achieve a dynamic income statement per Order? 

Hi @Ola,

I recently had the same issue as you.

Below is what I did as a workaround for our Unit Economic view :

  1. Create a metric # Orders per PnL Line (Account in your case) (metric 2 in my screenshot below)
  2. In my PnL view, I added both the metric ‘# Orders’ (metric 1) and the metric ‘# Orders per PnL Line’ (metric 2). Though, I’ve hidden this last metric.
  3. Display my metric Revenue (which is by PnL Line, metric 3 in my sc) and use Show Value as % of ‘# Orders per PnL Line’. This will give me the correct view at the granular level. I’ve put the Aggregator by PnL Line to Blank as Default.
  4. Then, I add this metric again and displayed it by Show Value as % of ‘#Orders’, as this last one is not by PnL Line it will take care of the aggregation without displaying the Revenue by PnL Line..

The only caveat with this is to have twice the same metric in the view : 1 at the granular level (with no aggregation) and 1 for the aggregation. Though, in my example ‘Net Revenue’ could be viewed as a header.

This solve our issue to have a PnL by #Orders both at the granular level and aggregated.

However, maybe someone as a better workaround.

Hope this gives you a potential solution to explore.

Hi @CDALMAY !

Thanks for your input! Seems like we found the same workaround, but I am not really happy with the end result. The issue is that I have many more rows. And in the view below I really would like to be able to collapse “Cloud Costs” for example, but I am not able to get the aggregation right at this level. So now I am not showing any aggregations by account group and everything needs to be fully expanded for me to be able to see any values at all.  
 

 

Hi @Ola,

Indeed the workaround is working fine if you have only one roll-up but as soon as you have more it’s becoming messy, I just had the case recently. It could be a nice improvement.

Reply


Ask your question here!

Terms & ConditionsCookie settings