I'm having an issue with tables calculations in tableau. I've got sales per manager and the target. I wanna have a calculation of the targets achievement.
That's what my data looks like and the percentage I wanna get:
Unfortunately, Tableau sums up the percentage and gives me the following results:
Target columns is a calculated field. E.g.
IF [Manager Name] = "Manager 1" THEN "190000"
The % columns is a calculated field and calculated as the following:
FLOAT([Profit]) / FLOAT([Target])
I tried to play with Table Calculations but it never worked.
You are right in that a table calculation would help solve your issue. As you have the % field now, Tableau is just summing the field for each manager to get your subtotal. To get Tableau to calculate the subtotal smartly, as you would expect, you need to modify your % field formula.
Your way: Calculate Percentage for each manager and then SUM for subtotal
Fixed Way: Indicate to Tableau that you want the field to be calculated by summing all profit values first in the partition (Location) and then divide to get the percentage. In this case (330000/532000).
You can modify your % field to look something like the following:
WINDOW_SUM(FLOAT(SUM([Profit])))/WINDOW_SUM(FLOAT(SUM([Target])))
See the below thread for some more information on how the windowing functions can help with aggregate calculations
https://community.tableau.com/thread/200670
Related
I have a data table with three dimensions and one measure. For each row, I am trying to calculate the percentage of total (calculated by taking the sum of rows) using a calculated field.
As seen in the screenshot attached, For the column titles 'Dec-19' I want the values to be a percentage of current value / grand total (calculated at the bottom as 122,187)
Screenshot of DataTable:
So e.g. for the Column B value of 2000, the Dec-19 column should be (97/122,187) * 100 = 0.079.
I have achieved this by creating a calculated field with the formula: SUM (sales) / MAX ({EXCLUDE (Column B): Sum (sales}), where sales is the measure used in the datatable.
However, upon application of filter on column B, the percentage value changes. e.g. if I select the value 2000 in my filter for column B, I get the percentage as 100%. It seems as if the percentage is being calculated based on only the rows in the filter.
Since you haven't included any sample data, I created some sample data like this, hope this resemble yours.
Thereafter, I built a cross-tab view in tableau, somewhat like yours
If that is the scenario, use a calculated field, say CF like this, instead of yours
([Sales])/
{FIXED [Col1], DATETRUNC('month', [Col3]) : sum([Sales])}
Dragging it in the view
and thus, filtering won't affect your calculation
I am trying to calculate average of 2 columns in another column in Tableau but difficult part is grand total is not getting average instead it is the sum of 3rd calculated field.
A B Calculated field
10 5 2
6 3 2
T 16 8 4 (Here I should get 2 instead it is taking sum of column)
Here I am unable to write separate formula for row totals and grand totals, Only one formula (Calculated Field) is allowed and when I am dragging on sheet it is by default aggregating to sum.
Note: I am expert in Crystal and BO but beginner in Tableau.
Update
Code used for LoD
{FIXED [Product Category]: AVG([Sales])}
Below image is what I got after implementation I have tried with 2 columns but the result is same if I use only one column (I am trying to get the average of sales)
You are almost there - the Grand Total by default does a SUM function you just have use the Total All Using --> Average option.
Output : Level wise SUM(Profit) later averaged across columns and rows. (Show Column Grand Total & Show Row Grand Total active)
Update: Answering the question below. To get the Row-wise avg (which is Cat1-vag in this case) you could just drop the measure and change it to AVG(). Since you needed in a Calculated Field you could use a Simple FIXED LOD. You can also uncheck aggregated measures from Analysis dropdown and have no Dimension in column or row like unlike what this example shows and still get three different averages. Cheers.
{FIXED [Cat1]:AVG([Profit])}
Check out this very smart work around from Joe Mako.
https://community.tableau.com/thread/112791
create a calc field like:
IF FIRST()==0 THEN
WINDOW_AVG(SUM([Sales]),0,IIF(FIRST()==0,LAST(),0))
END
duplicate your Category field
place "Category (copy)" on the level of detail
set the compute using for the calc field pill to use "Category (copy)"
The window function in the calculated field only takes into account what's in the view, and aggregate based on those number.
I am trying to find the difference between 2 columns in tableau. The catch though here is that each column is ranked based on a value. The difference i need is between these 2 ranked columns
The rank is computed using the table calculations rank function. Attaching the picture for more information
I am assuming "current" and "prior" are calculated fields.
Just create a new calculated field, here I'll call it "Result". In this field just minus your one from the other so:
[Current - Prior]
Then pull this new field into your measures values on your sheet.
I have two values: Value and Percentage. To calculate the total, I just need to create a formula like this one:
({table.value} / 100.00) * {table.percentage}
My report shows the amount of sales grouping by product:
Value----------Percent-----------Total
Sum of Value---???---Sum of the formula above
The problem starts when I need to show the percent value grouped by products, I can't simply show a Sum of Percent and showing the Medium displays wrong value.
*Correct total based on the percentual.
For example, the second line of the table shows values grouped by product, as you can see, simply calculating the Medium shows 6,34 when it should be showing 8,32.
So, I was thinking about creating another formula, just to calculate the Percent value when grouped, like this:
Sum ({#Calculated}, {product.product_id}) / Sum ({table.value}, {product.product_id}) * 100
When previewing, it shows the correct values, but when running, it throws an exception telling me that I can't Sum the {#Calculated} because it needs to be bound to a grouping.
Is there any way to recalculate the percentual value based on a formula?
I have a column with dollar amounts, such as:
$1.00
$4.00
$100.00
and so on. These values are put into the column by calculating the % of another column. I want to get the sum of all the dollar amounts of that column. I cant use Sum(data) because its static data in the column. Is there a way to get the sum easily?
Thanks!
There are a couple of different ways to deal with this:
If it's the same percentage being applied to each row, sum the original column and apply the same percentage to that sum.
If the original source of the data is from a database, do the percent calculation in your Dataset's SQL query, then use the Sum function in your Tablix as usual.
If these don't apply, you'll need to give more detailed information about your problem.