Got a field in Excel:
Treament Status
IT
IT
SD
USD
SD
SD
USD
I need to use a calculated field to find a Percentage of total using this mathematical formula, based on the number of times certain dimensional attributes appears in the column i.e. Count:
% of R = [Count(SD)+Count(IT)]/[Count(Total of everything in Treatment Status)]
I know how to use the COUNT and SUM functions but I'm trying to connect the dots here.
One simple approach without writing any calculations is
Put Treatment Status on the Row shelf (double click should do it)
Number of Records on the Text Shelf (double click on it for a shortcut)
Then right click on the Number of Records field on the marks card and select Quick Table Calc -> Percent of Total
If you want to combine the SD and IT rows, select both SD and IT, then use the paperclip icon to group them together
The effect is to generate a query like select count(1) from xxx group by TreatmentStatus, and then to compute the percentages in Tableau acting upon the query results.
You need the TOTAL function. This should do it.
% of R = [Count(SD)+Count(IT)]/TOTAL(COUNT([Treatment Status]))
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
looking to have a basic text grid by month by product, and then have a single filter on only 2 of the measures. For example:
Measures Filter
------------------
[ ] Sales <-- only show this
[X] Quantity <-- and this as options
[ ] Interest (don't show in filter)
[ ] Fee ( don't show in filter)
JAN | FEB | MAR | APR | MAY | etc ...
products
ITEM1 x x x x x
ITEM2 x x x x x
ITEM3 x x x x x
So the user can basically toggle between Sales or Quantity, and whichever they click on will fill out the x by month.
I was able to get this to work for everything except only showing the 2 measures I want to filter for. It only shows all measures for me in the filter and I can't figure out how to hide them.
What I did was
Drag Date to columns
Drag Product and MeasureNames to Rows
Can someone please help me on getting this correct? Any help or guidance is appreciated!
This is not the correct use case of FILTERS. Filters are normally used to filter (read subset) the data (read rows). Say for example If your dataset has 1000 rows/records and you want some report/visual/aggregation on say 500 rows (based on some criteria of course) you have to filter the data. For selection of argument (user based) in some report/viz, etc. Parameters are used.
Your desired example output is also a perfect case of use of Parameters. You may proceed as follows-
Step-1 Create a parameter (say parameter 1) with values as SALES and QUANTITY.
Step-2 Create a calculated field (say CF1) with the following calculation
CASE [parameter 1]
WHEN 'SALES` THEN [sales]
WHEN 'Quantity' then [Quantity]
END
Note: It is assumed that your field/column names in dataset are sales and Quantity
Step-3 Build your view (Crosstab here) with
months on Columns shelf
products on rows shelf
CF1 on text in Marks card (alternatively just double click it)
Choose measure for aggregation of CF1 as desired (default will be sum)
Step-4 right click paramter 1 and click show parameter. (select desired measure for aggregation in crosstab)
VOILA your desired view is complete. Good luck.
There is another options to add to Anil's good suggestion. You can also use Measure Names as a filter. Hide all measures apart from those you want in the filter, then put Measure Names on the filter shelf.
However, this means you can't use the hidden measures from the data source elsewhere, which can be a deal breaker. Duplicating the data source is a way around that limitation.
But if you only want to show the 2 measures and are happy with single select, then choosing the measure by parameter is the better option, as Anil suggests.
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.
Simplified example: column of 'measure' data is binary 0's and 1's. The sum of the column (all the 1's summed) is 3948. The length of the column is 4567. 3948 is 86% of 4567. How do I create a bar chart showing this percentage. All I can get is a bar adding up to 100%.
I've tried absolutely everything in the percentage of dropdown, calculated fields, online tutorials, etc.
Two approaches:
Right click on your measure field on whichever shelf you placed it. Choose Quick Table Calc -> Percentage of Total. Experiment with different settings for "Compute Using" and read about addressing and partitioning of table calculations to learn how to specify percent of "what".
Or create a calculated field specific to your problem defined as below:
sum(int([my measure field] = 1)) / count(1)
Be sure to set the default number format for your calculated field to a percentage, by right clicking on it in the data pane (left margin) and revising the default properties
Note, the second calculation works because the INT() function converts True to 1 and False to 0, which is useful in several contexts.
You can go about this using the following method
Add 'measure' to Columns and make it a Discrete Dimension
Add SUM(Number of Records) to Rows. This should give you the bar chart you need.
This would help achieve what you are looking to do. For more customization and a better look for the graph you are looking to build in Tableau.
Add 'measure' to the colour legend and make it a Discrete Dimension.
Add SUM(Number of Records) as a Label and do a '% of Total' quick table calculation.
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?