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?
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'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
I'm trying to calculate the percentage in Tableau from a value in a table.
For example. I have a table that contains the following
Name Value
a 10
b 20
c 30
Ref 100
How can I have the percentages calculated based on the Ref value like for example a/Ref
Name Value Percentage (x/Ref)
a 10 10%
b 20 20%
c 30 30%
Thanks
You can either
use tableaus built in functionality:
Right click the measure pill and select "quick table calculation -> Percentage of total"
2.Use calculated fields.
Create a calculated field(Analysis->Create Calculated Field) called reference. As the value enter the integer you want.
Create a second calculated field call it percentage. Here enter the mathematical formula to get a percentage using the reference calculated field as your total.
So something like:
[Value] / [refrence] *100
You don't need the reference calc field, you could just hard code the value into the calculation.
Drag the percentage calculated field into the row shelf.
I have a reports similar to the following:
I need it to look like the following:
The report is grouped by Department. I cannot figure out how to create the formula field YTD AVG to calculate and show in each group footing and then reset for the next group.
I understand the calculation for the YTD AVG, for example YTD AVG for dept1 would be:
((80*100)+(100*40)) / (100+40)
I just don't know how to get it in Crystal Reports.
Use Crystal's weighted average summary function:
Insert a summary, and select the group footer
Select the database field containing the average
Select Weighted average with
Select the field containing the number of responses
Create a formula called 'Month_Total' and place it in the details section for each row/month and suppress it {month.average} * {month.responses} In your example, this will give you the "(80*100)" and "(100*40)" portions.
Create another formula called 'Department_Avg' and place it in the department group footer section sum({#Month_Total},{month.month_name}) / sum({month.responses},{month.month_name})
The second parameter to Sum() should match whatever department-related field you're already grouping on and specifies that you want to sum only over the individual groups. This will give you your entire YTD calculation for each group/department.