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Σ Aggr PODs Presets

Updated over 2 months ago

📋 Summary:

What it calculates: Counts unique Brand Descriptions divided by unique Outlet EIDs (Point of Distribution or PODs) for Year-to-Date wholesale depletions, excluding sample orders and direct-to-consumer (DTC) sales.

How to use it:
• Measure brand distribution breadth across wholesale outlets
• Track number of unique outlets carrying specific brands YTD

Tip: This metric shows market penetration by counting distinct outlets carrying brands, not total sales volume. Ensure date picker is set to current year's start and end to get accurate YTD calculation.

This summary was generated by AI.


📊 Quick Stats:

  • 🏷️ Type: Calculated metric

  • 📁 Build Beyond Limits Group: Σ Aggr PODs Presets


Aggr PODs YTD

Year-to-Date is partially dependent on the date picker. The end date determines the current year, with the start date set to the first day of that year. Measures labeled with 'YTD' ignore the start date but respect the end date and applied filters.

🔢 Formula

m₁  ÷  m₂
with:
m₁ = Distinct Count([Items].[Brand Description])
WHERE
[Depletions].[Invoice Date] ≥ 'Start of Year in Current Period'
AND [Depletions].[Invoice Date] ≤ 'End of Current Period'
AND [Depletions].[Is Sample Order] = false
AND [Outlets].[Outlet Premise Type] ≠ 'DTC'
m₂ = Distinct Count([Depletions].[Outlet Eid])
WHERE
[Depletions].[Invoice Date] ≥ 'Start of Year in Current Period'
AND [Depletions].[Invoice Date] ≤ 'End of Current Period'
AND [Depletions].[Is Sample Order] = false
AND [Outlets].[Outlet Premise Type] ≠ 'DTC'

Output Format: #,##0.00

Formula Last Updated: 2025-08-10T18:41:24Z


ℹ️ Additional Details

  • Key: [calculation].[Aggr PODs YTD]

  • ID: 3aa4f074-ded3-41ea-a176-b17579068b88


🏷️ Tags

  • Aggr PODs YTD

  • Brand Description

  • Invoice Date

  • Is Sample Order

  • Outlet Eid

  • Outlet Premise Type

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