Calculating % Complete - tableau-api

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From the Image I need to calculate % complete for the order number 1.
Calculation for complete will be
(total number of points for status 'Delivered' / total number of points)*100
The value should be 57%
Can some one help with the calculated field?

Look at IIF in help files
SUM(IIF([Status]="Delivered",[Point],NULL)) / SUM([Point])
I assume your column named Order No. extends all the way down each row (i.e., each row should have a 1 as Order No. but the screenshot does not show that.
Also, the above only works if the status of "Delivered" is consistently cased, which it is not in the screenshot. If it is not consistently cased, wrap [Status] in an Upper function:
SUM(IIF(UPPER([Status])="DELIVERED",[Point],NULL)) / SUM([Point])

You can also get the effect you want, just by manipulating the Tableau user interface -- without needed to write calculated fields as #S. User18 showed. Both approaches work, but it helps to understand both alternatives.
As with #S. User18, I assume your column named Order No. is consistently filled in. I also assume [Order No.] is a dimension.
Place [Order No.] on a shelf, say Rows
Place [Status] on another shelf, say Columns
Place Sum([Point]) on a shelf, say Text
This shows the sum of the number of Points for each combination of the two dimensions: [Order No.] and [Status]
To convert the number of Points to a percentage, right click on Sum([Point]) on the marks card, and choose Quick Table calculation->Percent of Total
Similarly, right click on Sum([Point]) and experiment with different "Compute Using" settings to get the effect you want -- i.e. percent of each row, column, table etc. You can instead Edit the Table Calc if the preset Compute Using options don't get the effect you want.
Right click on any row or column headers that you want to hide - so if you only want to display the percentages for the Completed Status, hide the others. Don't exclude the others as that will change the calculations.
To understand more about Table Calculations, see the online help.

Related

Showing absolute and percentage values in Tableau

I want to show both absolute and percentage value in a single view in the form of a matrix.
In the below view I am trying to add one more column showing values as percentages of total
Got hint here but not able to replicate:Tableau - Both count and Percentage in Measure Values
The data is like this
can any one please suggest!
Not that difficult. I recreated a data like yours,
Follow these steps
Add slide on rows
Add number of records in text on marks card
Add table calculation on this field -> percent of total. The view will look like this
Notice a small triangle in 'no of records' field. That indicates that it is table calculation
Add number of records field once again to text. (Tip: Double click the field number of records to add it to view directly)
Reorder as you like
or with totals

Percent of Total for Categories Within Different Panes

I'm attempting to calculate the percent of total based off the the first column in each pane. However, table calculations only allow a calculation based off the each pane
SUM({ FIXED [Category]:SUM([Number of Records])})/TOTAL(SUM([Number of Records]))
does not produce the desired result.
It simply measures the number of records total in the category.
I cannot fixed the TOTAL function to category as it is a table calculation.
In the image, essentially I am trying to get all of the bars of the same color together without adjusting their heights.
enter image description here
I'm not really sure on what you're trying to do, when you say "percent of total based off the the first column in each pane" - does that mean total records with category 'furniture' & region 'central' shown as a percentage of all records, or total records with category 'furniture' shown as a percentage of all records with region 'central'? Or something else?
I have a feeling you can get to what you need by creating 2 fixed LOD calculations, or by fixing to 2 dimensions (e.g. { FIXED [Category],[Region]:SUM([Number of Records])}

Tableau Percentage calculation

I am learning Tableau using sample dataset Sample Superstore. I am trying to find out, For a given period let us say January 2012, what percentage of sales were shipped using a specific product container (e.g. Jumbo Box)
When containers are in Rows, I get 2.22% and when I flip row to column and vice-versa I get 9.17%. Would appreciate some inputs to clarify this.
2.22%
9.17%
When you use table calculation the values will differ according to the viz and what type of calculation you have used. For example table down will calculate from top to bottom and table across will calculate from left to right. Like this you will see many other options for calculations.
In below example I have used running total with table across that is direction from Left to Right column values (2014,2015,2016,2017,2018).
Example:
Image1 - Original Data(without table calculation)
Data with table calculation - running total(table across)
In below image, Left to Right values are Ship Dates against Segments. Look at the Yellow color highlighted row. Year 2015 for Consumer Segment the sales value is 40,656 but in the original data(Image1) it is 24,635. The reason it is showing 40,656 is because table calculation is performed with running total by table across(left to right), so the original value 24,635 is added with previous Year's(2014) value 16,021. Hence 16021 + 24635 = 40656. It means Left value(16021) is added with the Right value(24635). This pattern will continue till the right most value.
Image2
Columns and rows are switched
In below image(Image3) Left to Right values are Segments against Ship Dates. The Columns and rows are switched. The value of Corporate Segment for the Year 2014 is changed to 25950(blue circle) because the left side value 16021 is added with the original value 9929(Image1).
Image3

Display Percentage in a Row in Tableau

I am trying to display the percentage of row instead of their actual value.
I tried going to Analysis > percentage of row but it displays 100% for every cell. Any idea?
Before
Since you wanted to calculate the percentage row-wise checking Percentage option in Analysis should work but it may have not worked incase you have selected Percentage (Cell wise) .
For easier understanding create a Table Calculation and use the Edit Table Calculation to understand how the Calculation works.
Table Calc --> Percent of Total --> Row-wise(Table- across)
Adding a sample screenshot
Right click on the column you want and go to format of the number and change it to custom and add whatever you want
or go to the dimension/parameter you want to show. and change the default numbering format to %

How do I display the total percentage and count together as a stacked bar chart without formatting all data to percentage values?

I asked this question (and this question) recently, and even though both have solutions, I am left with a new dilemma because each solution only works on an independent level (i.e. one solution won't work if the other solution is in place).
The problem is this: In Tableau, I discovered that by opting to display the data as a percentage of the total row value Analysis > Percentage of > Row, it resulted in the count value also being displayed as a number between 0 and 1 (i.e. percentage format, because of the aforementioned percentage-only setting).
Is there a way to achieve a 100.00% stacked bar which shows both percentage AND count, and which also isn't formatted to display all data as a percentage of the row total?
The screenshot shows what happens when both solutions are in place. Original screenshots are available within the body of each of the previous questions.
Note: I feel that the right way to go about it might be to normalise my data (bringing all values to a scale between 0 and 1), but being new to Tableau, I am not sure how this is achieved. If this is correct, I would appreciate a walkthrough.
Right click on the second SUM({Number of Records]) pill on the Label shelf, and clear the table calc. Edit your label if needed