Analyzing customer gross margin data - need help

[MarySam]

Hi!

I'm new to Alteryx and Business Intelligence. 

I need help with a business analysis as my first task as BI Specialist. 

The company sells a certain type of product. From 2016 to 2017 we have seen a decrease in Gross Margin %. I need to investigate why the decrease happened. 

The products are divided into around 200 segments. I need to dig into which segments the customers purchased products from in 2016 and what changed for the same customers in 2017. I need to analyze the segment mix and difference between 2016 and 2017 by customer to investigate what changed. 

I've been reading up on Alteryx all day and getting overwhelmed by all the information out there, but have not found a definitive way to do the above analysis. 

I will really appreciate any help I can get on this! Even just a point in the right direction. Thank you!!

[Joe_Mako · Accepted solution]

Attached are some examples to get Gross Margin and Mix, please let me know if you have any questions.

[MarySam]

Thank you Joe! This answers my question perfectly.