Find Max ROI By Dynamic Group

[trine_norris]

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

[amitchandak]

@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])

[trine_norris]

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? 🙂

[parry2k]

@trine_norris what is not working the solution posted above?

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[trine_norris]

Hi, 

The max ROI should always be found for all years, not just the selected ones. 

And it still seems as though it calculates the ROI for each channel, and not aggregated. 

[parry2k]

@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!

⚡Visit us at https://perytus.com, your one-stop shop for Power BI related projects/training/consultancy.⚡