#38 πŸ“ˆ Growth analysis in Qlik Sense

How do you measure growth? πŸ“ˆ Explain it with volume and price effects, new products and unsold items for better insights

Growth is not only your turnover increasing or decreasing, you have to know WHY πŸ€”

In this example I'm looking at products and give insights about prices and volume of Sales

This is important information because the strategy of your teams can vary from one range to the other

On the other hand, I'm showing new products launch and unsold product compared to past year

You can achieve that kind of analysis using Agrr(), p() and e() in your Set Analysis πŸ§™β€β™‚οΈ

Download QVF
Sheet Growth Analysis


⁉ How to ⁉

Volume effect is the difference by the previous year's unit price. Wrap it up with Aggr() because you need to calculate at the product level

Sum(Aggr(
((Sum({$<Year={$(=Max(Year))}>}Quantity))
-Sum({$<Year={$(=Max(Year)-1)}>}Quantity))
*
(Sum({$<Year={$(=Max(Year)-1)}>}Sales)/
Sum({$<Year={$(=Max(Year)-1)}>}Quantity))
,[Product Name]))

Same logic for Price effect but this time it's the unit price difference by this year volume

Unsold products :
-Sum({$<[Product Name]=e({$<Year={"=$(=Max(Year))"}>}),Year={$(=Max(Year)-1)}>}Sales)

Sales on new products :
Sum({$<[Product Name]=e({$<Year={$(=Max(Year)-1)}>}),Year={$(=Max(Year))}>}Sales)

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