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Σ Discount % Per Bottle

Updated today

📋 Summary:

What it calculates: Average percentage discount per bottle, calculated by dividing (Original Price - Sold Price) ÷ Original Price, specifically for wine depletion transactions WHERE:
• Invoice Date is within current period
• Transaction has both original and sold price recorded
• Filters out transactions without complete pricing information

Variants:
• CP (Current Period): Average discount % for selected time frame
• PP (Prior Period): Average discount % for equivalent prior time frame
• Δ (Delta): Absolute difference in average discount percentage between periods

How to use it:
• Monitor wholesale pricing strategy and discount levels
• Track changes in distributor negotiation effectiveness
• Identify pricing pressure or margin compression trends

Tip: Ensure date pickers are set to equivalent time periods for accurate period-to-period comparison. Validate that pricing data is complete to prevent calculation errors.

This summary was generated by AI.


📊 Quick Stats:

  • 🏷️ Type: Calculated metric

  • 📁 Build Beyond Limits Group: Σ Discount % Per Bottle


Avg Discount % Per Bottle CP

🔢 Formula

m₁  ÷  m₂
with:
m₁ = Average([Depletions].[Original Price Per Unit])
WHERE
[Depletions].[Invoice Date] ≥ 'Start of Current Period'
AND [Depletions].[Invoice Date] ≤ 'End of Current Period'
AND [Depletions].[Has Sold Price] = true
AND [Depletions].[Has Original Price] = true
m₂ = Average([Depletions].[Original Price Per Unit])
WHERE
[Depletions].[Invoice Date] ≥ 'Start of Current Period'
AND [Depletions].[Invoice Date] ≤ 'End of Current Period'
AND [Depletions].[Has Original Price] = true
AND [Depletions].[Has Sold Price] = true

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

Formula Last Updated: 2024-12-14T15:03:02Z


Avg Discount % Per Bottle PP

🔢 Formula

(m₁ - m₂)  ÷  m₃
with:
m₁ = Average([Depletions].[Original Price Per Unit])
WHERE
[Depletions].[Invoice Date] ≥ 'Start of Previous Period'
AND [Depletions].[Invoice Date] ≤ 'End of Previous Period'
AND [Depletions].[Has Original Price] = true
AND [Depletions].[Has Sold Price] = true
m₂ = Average([Depletions].[Sold Price Per Unit])
WHERE
[Depletions].[Invoice Date] ≥ 'Start of Previous Period'
AND [Depletions].[Invoice Date] ≤ 'End of Previous Period'
AND [Depletions].[Has Sold Price] = true
AND [Depletions].[Has Original Price] = true
m₃ = Average([Depletions].[Original Price Per Unit])
WHERE
[Depletions].[Invoice Date] ≥ 'Start of Previous Period'
AND [Depletions].[Invoice Date] ≤ 'End of Previous Period'
AND [Depletions].[Has Original Price] = true
AND [Depletions].[Has Sold Price] = true

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

Formula Last Updated: 2024-12-14T14:59:23Z


Avg Discount % Per Bottle Δ

🔢 Formula

((m₁ - m₂)  ÷  m₃)
with:
m₁ = Average([Depletions].[Original Price Per Unit])
WHERE
[Depletions].[Invoice Date] ≥ 'Start of Current Period'
AND [Depletions].[Invoice Date] ≤ 'End of Current Period'
AND [Depletions].[Has Original Price] = true
AND [Depletions].[Has Sold Price] = true
m₂ = Average([Depletions].[Sold Price Per Unit])
WHERE
[Depletions].[Invoice Date] ≥ 'Start of Current Period'
AND [Depletions].[Invoice Date] ≤ 'End of Current Period'
AND [Depletions].[Has Sold Price] = true
AND [Depletions].[Has Original Price] = true
m₃ = Average([Depletions].[Original Price Per Unit])
WHERE
[Depletions].[Invoice Date] ≥ 'Start of Current Period'
AND [Depletions].[Invoice Date] ≤ 'End of Current Period'
AND [Depletions].[Has Original Price] = true
AND [Depletions].[Has Sold Price] = true

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

Formula Last Updated: 2024-12-14T14:59:34Z


ℹ️ Additional Details

  • Key: [calculation].[Avg Discount % Per Bottle CP]

  • ID: cd1a0867-693d-4526-a126-45aedea7db92


🏷️ Tags

  • Avg Discount % Per Bottle CP

  • Avg Discount % Per Bottle PP

  • Avg Discount % Per Bottle Δ

  • Has Original Price

  • Has Sold Price

  • Invoice Date

  • Original Price Per Unit

  • Sold Price Per Unit

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