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Hello Everyone !

 I have created a metric which will calculate a simple EBITDA/Net Sales ratio, which is as followed:

I want to be able to switch to a yearly view easily. The issue is that when I pivot the table to show yearly data, it aggregates all the months instead of displaying the ratio between yearly EBITDA and yearly Net Sales. I need it to show the correct yearly ratio, not just a sum of monthly values.

 

Is there a way to prevent aggregation and ensure that the metric correctly calculates the yearly ratio ? I want to ensure it’s possible to switch views while keeping the same metric. Ultimately, the goal is to use this metric in a board and apply a page selector to display the desired month as a KPI..

Thank you by advance for your help 🙂

Yacine

Hey ​@yacine.ibourichene ,

At the moment aggregator type “formula” aren’t possible, they would solve your problem. Though there is a long awaited idea submitted that should arrive soon, you can upvote it to give more visibility.
 

  

In the meantime, for this ratio, you could try “Show Value As” in a Table, the aggregation will be correct at the yearly level.

Select the ‘2. EBIDTA’ metric and use Show Value As % of ‘0.1 Net Sales’ like the example below :
 

Then you can simply hide the other metrics and you will have the KPI adjusted dynamically based on your selection.

 

 

Hope this helps,

Thank you, it’s working well 🙂

   

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