Forum Discussion
Find Max ROI By Dynamic Group
Hi everyone,
I have a table that looks something like this:
| Year | Channel | Investment | Revenue |
| 2017 | Social | 1000 | 3000 |
| 2017 | Search | 200 | 500 |
| 2017 | TV | 4000 | 15000 |
| 2018 | Social | 1200 | 3500 |
| 2018 | Search | 500 | 1200 |
| 2018 | TV | 3000 | 10000 |
In the Report, the user is able to select and deselect the different channels and years.
I then have a visual that displays the overall ROI for the selected channels in the specific years.
Further, the visual should display the overall maximum ROI by year (e.g. the ROI for the selected channels).
So if you select TV and Social and the years 2017-2018, the overall ROI will be 3,4 (15000+10000+3500+3000)/(1000+4000+1200+3000).
However, I am having problems creating a measure to calculate the maximum ROI by year. To my knowledge, I would need a dynamic table which calculates the aggregated ROI for the selected channels by year, e.g. Something like this:
| Year | Investment (for selected channels) | Revenue (for selected channels) | ROI |
| 2017 | 5000 | 18000 | 3,6 |
| 2018 | 4200 | 13500 | 3,2 |
In this case, the measure should then return 3,6.
Can anyone help creating this?
Thanks
5 Replies
trine_norris I'm really not sure what is the issue here, add this measure and check
ROI = DIVIDE ( SUM ( Table[Investment] ), SUM ( Table[Revenue] ) ) MAX ROI = MAXX ( VALUES ( Table[Year] ), [ROI] )I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!
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trine_norris , I am not clear Max ROI.
So ROI is
roi= divide(sum(table[revenue]),sum(table[investment]))So if want to know max roi by channel by year
Max roi Channel = maxx(summarize(Table, Table[year], table[channel], "_1",[roi]),[_1])
Thanks for your replies!
ROI is revenue/investment
however the ROI for two (or more) channels, is not just the ROI summed up. Instead you need to recalculate it, based on the aggregated investment and revenue.
Therefore the issue is that i cannot precalculate ROI, as it depends on the selected channels (where i have around 20).
So i would need a dynamic table, where i can calculate a dynamic ROI based on the selected channels.
Makes sense? 🙂
trine_norris what is not working the solution posted above?
I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!
⚡Visit us at https://perytus.com, your one-stop shop for Power BI related projects/training/consultancy.⚡
