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Author's profile photo Tammy Powlas

Calculations Looking at Profitability in Lumira

I am still using a sample dataset of sales, profit by category, region and order date.

First I create a calculation that looks at each record to determine profitability:


If the profit ratio is greater than zero, then it is profitable; otherwise it is not.

Next I can visualize how this looks:


I can create another calculation showing the percentage of total:


This is how the table looks:


Next I can send the table by e-mail:


I select Keep table totals:


Then I can send by email:


I can open in Excel:


I notice some rounding differences between Excel and Lumira.  It looks like Excel rounds up, but Lumira does not.

Also, the grand total is lost in Excel. 

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