ARR Comparison

Question

Hi Alteryx Team,

I am adding here one sample data for the project i am currently facing challenges with. However, instead of measuring one variable, this time I am attempting to measure several variables in the workflow that will flow to Power BI.
For example:
Initially, we were looking at Customer Name à ARR
Now we want the option for Customer Name à Billing Country à Segment à ARRWith the example above, we can measure not just customer, but also a customer segment within a certain region that could be helpful for things like commissions in addition to the basic SaaS Metrics.
When we received the initial workflow above, Power BI was functioning and it worked well. When we add the additional variables, it appears to be measuring all variables regardless if we select the variable. What happens is there is a measured downsell in a region, so it will report a downsell for the segment, even when we can see month over month has not changed.
Additional objectives include:
 1)Customer Churn-If the ARR of particular customer has fallen down from some positive number(Let's say 100) in previous month to 0
 in the current month.
 2)New Customers added-If the ARR of particular customer has raised from 0 in the previous month to some positive number(Let's say 100)
 in the current month.
 3)Customer Expansion-If the ARR of particular customer in current month has increased from previous month .
 4)Customer Downsell-If the ARR of particular customer in current month has decreased from previous month .
 5)Static Customer-Static Customer -If the ARR of particular customer in current month is equal to previous month ARR .
 The column"State" should be such that it should take into consideration grouping part as well.Please let me know if I can provide additional clarification or please let me know if you have any other questions that could help in resolving our current challenge.

sample data(appended)Sept 22,2022.csv

SurbhiMittal · Answer

Hi mceleavey,

I have a data of over 40 million rows.It would be helpful if i can do the visualization for the same in Alteryx or directly export the required data to PowerBI.I was using Power BI just for the visualization part and cross checking the results.

You may refer to the attached workflow for your reference.
Below is the expression used by me to get to the column "State".
IF [Row-1:ARR]>0 AND [ARR]=0 THEN 'Churn'
ELSEIF [ARR]>0 AND [Row-1:ARR]=0 THEN 'New Customers Added'
ELSEIF [ARR]>[Row-1:ARR] THEN 'Expansion'
ELSEIF [ARR]<[Row-1:ARR] THEN 'Downshell'
ELSEIF [ARR]=[Row-1:ARR] THEN' Static Customer'
ELSE null() ENDIF

Also,refer to the attached workflow and screenshot.
The screenshot reflects that i am unable to get the right State if i am working with multiple columns.

Now we want the option for Customer Name à Billing Country à Segment à ARRWith the example above, we can measure not just customer, but also a customer segment within a certain region that could be helpful for things like commissions in addition to the basic SaaS Metrics.
While working with attached workflow,the final data extracted from Alteryx was exported to Power BI to get the visulizatiob and it worked well. When we add the additional variables, it appears to be measuring all variables regardless if we select the variable. What happens is there is a measured downsell in a region, so it will report a downsell for the segment, even when we can see month over month has not changed.
Also,i was unable to export the data from Alteryx to Power BI using PowerBI output tool in the attached workflow.That's why,i created the samples and then apppended them in PowerBI itself because data exceeds the rows limit an excel can handle.

In the screenshot,you may be see that the state should be static customer not the Expansion or Downshell.

Trial 1.yxmd

SS.PNG

mceleavey · Answer

Hi @SurbhiMittal ,

Your question seems to one for a PowerBI forum.

If you'd like to ask us about Alteryx, please provide information around what you would like to do in Alteryx, where you're stuck and show us what you've tried to do so far.

M.