📋 Summary:

What it calculates: Sums the total Bundle Item Quantity multiplied by Bundle Item Quantity Ratio for completed wine orders WHERE Order Completed Date is within the current period AND Payment Status is 'Paid', 'External', or 'Refunded' AND Order Status is 'Completed'.

Variants: CP shows current period bundle total, PP shows prior period bundle total, Δ shows absolute numeric difference between periods, Δ% shows percentage change in bundles between periods.

How to use it:
• Track direct-to-consumer wine bundle sales performance
• Compare bundle sales across different time periods
• Identify trends in wine club or promotional bundle purchasing

Related measures: AOV, Gross Sales, Net Sales, Submitted Sales - all use identical order completion and payment status filters for consistent analysis.

Tip: The inclusion of $0 bundles means even complimentary or promotional bundles are captured in the calculation, providing a comprehensive view of bundle distribution.

This summary was generated by AI.

📊 Quick Stats:

🏷️ Type: Calculated metric
📁 Build Beyond Limits Group: Σ Bundles (Incl $0)

Bundles (Incl $0) CP

🔢 Formula

m₁
with:
m₁ = Sum([Order Items].[Bundle Item Quantity])
    WHERE
        [Order Items].[Order Completed Date] ≥ 'Start of Current Period'
        AND [Order Items].[Order Completed Date] ≤ 'End of Current Period'
        AND [Order Items].[Payment Status] IN ('Paid', 'External', 'Refunded')
        AND [Order Items].[Order Status] = 'Completed'

Output Format: #,##0.00

Formula Last Updated: 2025-12-12T12:33:24Z

Bundles (Incl $0) PP

🔢 Formula

m₁
with:
m₁ = Sum([Order Items].[Bundle Item Quantity])
    WHERE
        [Order Items].[Order Completed Date] ≥ 'Start of Previous Period'
        AND [Order Items].[Order Completed Date] ≤ 'End of Previous Period'
        AND [Order Items].[Payment Status] IN ('Paid', 'External', 'Refunded')
        AND [Order Items].[Order Status] = 'Completed'

Output Format: #,##0.00

Formula Last Updated: 2025-12-12T12:33:38Z

Bundles (Incl $0) Δ

🔢 Formula

m₁ - m₂
with:
m₁ = Sum([Order Items].[Bundle Item Quantity])
    WHERE
        [Order Items].[Order Completed Date] ≥ 'Start of Current Period'
        AND [Order Items].[Order Completed Date] ≤ 'End of Current Period'
        AND [Order Items].[Payment Status] IN ('Paid', 'External', 'Refunded')
        AND [Order Items].[Order Status] = 'Completed'
m₂ = Sum([Order Items].[Bundle Item Quantity])
    WHERE
        [Order Items].[Order Completed Date] ≥ 'Start of Previous Period'
        AND [Order Items].[Order Completed Date] ≤ 'End of Previous Period'
        AND [Order Items].[Order Status] = 'Completed'
        AND [Order Items].[Payment Status] IN ('Paid', 'External', 'Refunded')

Output Format: #,##0.00

Formula Last Updated: 2025-12-12T12:33:56Z

Bundles (Incl $0) Δ%

🔢 Formula

m₁  ÷  m₂ - 1
with:
m₁ = Sum([Order Items].[Bundle Item Quantity])
    WHERE
        [Order Items].[Order Completed Date] ≥ 'Start of Current Period'
        AND [Order Items].[Order Completed Date] ≤ 'End of Current Period'
        AND [Order Items].[Payment Status] IN ('Paid', 'External', 'Refunded')
        AND [Order Items].[Order Status] = 'Completed'
m₂ = Sum([Order Items].[Bundle Item Quantity])
    WHERE
        [Order Items].[Order Completed Date] ≥ 'Start of Previous Period'
        AND [Order Items].[Order Completed Date] ≤ 'End of Previous Period'
        AND [Order Items].[Order Status] = 'Completed'
        AND [Order Items].[Payment Status] IN ('Paid', 'External', 'Refunded')

Output Format: ##0.0%;-##0.0%

Formula Last Updated: 2025-12-12T12:34:11Z