I am new to tableau and trying to show grand total for discrete columns however it shows blank. Is there a workaround. Can one total for discrete columns?
Here's the snapshot:
I tried to follow tableaus notes and removed the discrete columns and double clicked it , however it becomes continuos and tries to aggregate it. Is there a work around?
Please help
You can't grand total a discrete column. It either has to be continuous OR you create a WINDOW_SUM calculation to calculate the grand total, then put the total in the Title area instead of within the table.
An easy way is to move your discrete measure from the Rows shelf to the Text shelf and then make it continuous. If you have multiple measures, you can get a similar effect with the placeholder fields Measure Names and Measure Values
Related
Im fairly sure what im attempting is not the ideal way to do things due to my lack of knowledge of power BI but here goes:
I have two tables in the form of:
One has the actual power against wind and the other is a reference
I created calculated columns that add a corresponding binned speed to each row (so 1-2, 2-3, 3-4 etc)
I have filters and slicers applied on the page / visual that will keep changing.
What i want is to create a pivot or a grouped table that is changed dynamically based on my filters.
The reason i want this is currently the table ive got has totals that are averaged (because individual row is averaged) but i want a sum of an average by category. If i can have this as a calculated table instead of a visual (picture below) i would likely be able to aggregate this again to get what i want
so on the above table i want to totals to be sum of individual rows. I also want to be able to use these totals to carry out other calculations (simple stuff like total divided by fixed number etc)
I'm trying to filter on a measure that is a table calculation and the grand total doesn't change. It only changes when the filter is on a dimension.
I tried to duplicate the data source but that didn't work.
When filtering on table calc, provide a new grand total.
Unfortunately, the Tableau Calculation filter won't run before the aggregations have been made. That's why you aren't seeing a different Grand Total when filtering by the table calculation.
This is explained in Tableau's Order of Operations
If you want to see a different Grand Total your filter will need to come before the Measures you are aggregating in the Order of Operation.
You can think of Tableau Calculations as visual filters, meaning they can change what is rendering on the screen, but won't affect the underlying data.
I calculate the percent of total number of active customers for each SalesOwner in one of my Workbook sheets:
As you see, I have also added the SalesOwner as a filter.
The calculated field (segment_active_members) is computed using the following formula:
COUNTD(wk_customer)/ SUM({FIXED : COUNTD([wk_customer])})
What I want to do is create a side-by-side bar chart where upon filtering one of SalesOwners, I am able to compare it with the total (100%). So if I filter the above sheet by SalesOwner X which takes 5% of total. I'd like to see only two bars with one having 5% of the other one's length.
So I add another calculated filed to the above scenario where a fixed total is calculated:
SUM({FIXED : COUNTD([wk_customer])}
We will have a new column in the above picture with a fixed value of 100% for all rows.
I get what I want when my filter is on "All".
But as soon as I select a single filter (SalesOwner), my first percentage is also changed into 100% and I can never compare it to total.
How can I show the percentage against total for single segments?
This could be one of the solution:
Change the calculation of segment_active_members as follows
SUM({FIXED [Sales Owner]: COUNTD([wk_customer])})/SUM({COUNTD([wk_customer])})
Remove the table calculation for segment_active_members in the Measure Values shelf
You'll see that you are able to filter it down without any problem now
Cheers!
I am trying to calculate number of customers which represent 80% of the profit so that I can use it in a calculated field which I can use in a reference line.
This is what I wrote
IIF(RUNNING_SUM([Profit])= (0.8*SUM([Profit])),
COUNTD([Customer Name]),0)
but it gives me error saying
"All fields must be constant or aggregate when using table calculation functions"
The logic is to "Count distinct number of customers which represent 80% of running total profits"
This is meant for a pareto chart, so the values are already sorted in descending order for it to work.
How do I create such calculated field which would give me number of top customers which will represent 80% of the profits?
Let me know if more clarifications are needed.
I think you are looking for a Pareto Chart. This might help:
http://www.theinformationlab.co.uk/2014/08/27/pareto-charts-tableau/
I would leverage the power of Table Calculations, where you can first do running total of profit and then simply calculate percentage of total.
Here is the link to step-by-step tutorial in Tableau10 for Pareto Analysis (80/20 rule):
https://www.tableau.com/learn/tutorials/on-demand/pareto-charts?signin=15df68b66e703787258911e79db040a7.
Hope this helps.
I've got a bar chart with three months worth of data. Each column in the chart is one month's data showing the percentage of Rows that met a certain criterion for that month. In the first month, 100% of 2 rows meet the measure. In the second month, 24.2% of 641 rows meet the measure. In the 3rd month, 28.3% of 1004 rows meet the measure. My reference line which is supposed to show the average across the entire time-frame is showing 50.8%, the simple average (i.e. [100+24.2+28.3]/3) instead of the weighted average (i.e. [100*2+641*24.2+1004*28.3]/[2+641+1004]).
In the rows shelf, I have a measure called "% that meet the criterion", this is defined as SUM([Criterion])/SUM([NUMBER OF RECORDS])
The criterion measure is 1 for any record that qualifies and null for any that do not qualify.
If I go to Analysis >> Totals >> Show Row Grand Totals, a 4th bar is added, and that bar shows the correct weighted average of the other three bars (26.8%), but I really want this to be shown as a reference line instead of having an extra bar on the chart. (Adding the Grand Total bar also drops the reference line down to 44.8%, which is the simple average of the 4 bars now shown on the chart--I can't think of a less useful piece of information than that).
How can I add the weighted average as a reference line?
Instead of using 'Average' as your aggregation, try using 'Total' instead in the Edit Reference Line dialogue window.
I have to say it's a bit counter-intuitive, but this is what the Tableau online help has to say about it:
http://onlinehelp.tableau.com/current/pro/online/mac/en-us/reflines_addlines.html
Total - places a line at the aggregate of all the values in either the cell, pane, or the entire view. This option is particularly useful when computing a weighted average rather than an average of averages. It is also useful when working with a calculation with a custom aggregation. The total is computed using the underlying data and behaves the same as selecting one of the totals option the Analysis menu.
If you are using Tableau 9, you can make second calculated field using an LOD expression
{ SUM([Criterion]) / SUM([NUMBER OF RECORDS]) }
This will calculate the ratio for the entire data set after applying context and data source filters, without partitioning the data by any of the other dimensions in your view (such as month in your case)
If you place that new field on the detail shelf then you can use it to create a reference line.
There are other ways to generate a weighted average, but this is probably the simplest in your case.