Challenge #449: Global Sales Analysis

[AYXAcademy]

 

Hello, Community Members!

A solution to last week’s challenge can be found here.

Financial analysts often need to consolidate data from various sources. This week's challenge focuses on using Alteryx functions in financial planning and analysis (FP&A) projects.

The first dataset includes sales information for various countries and business segments for the years 2022 and 2023, with the sales figures recorded in each country’s local currency. The second dataset provides the conversion rates from the countries’ currencies to euros.

Your first task is to create a final table that includes the segment, region, and total sales in euros for both 2022 and 2023. (Tip: Remove any columns where the sale price is null.)

For the second part of the challenge, calculate the year-over-year variation per segment (2022–2023) and identify the segments that experienced negative variations across all three regions: Europe, Asia Pacific (APAC), and the USA.

Need a refresher? Review the following lessons in Academy to gear up:

• Summarizing Data
• Changing Data Layouts

Happy solving!

The Academy Team

[binuacs]

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[BS_THE_ANALYST]

@AYXAcademy 

I think there's a mistake in part 1. There's been no currency conversion applied to the total sales it seems.

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[RolandSchubert]

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[shawn_jacob32]

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Agreed with another user as the currency conversion was not factored in the output

[Tofel]

Yep, no currency conversion in example Output 1.

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[patrick_digan]

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[mmontgomery]

C449

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I spent a ton of time trying to convert sales/gross sales etc to the relevant currency but realized the default sales value was what the answer was looking for.

[ed_hayter]

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[Hub119]

Solution attached (with the currency conversion accounted for in part 1).