I have the following chart, which uses Quick Table calculation to count the percentage of the values across the group Category for each month.
What I want is to count the percentage of the monthly running total of the values across the group Category for each month. I can create the quick calculation for monthly running total, separately, but I can't seem to combine it with this below because one requires quick calculation across the table and another across the group. Can anyone advise if this is doable?
The workbook attached here, with the problem above in the second tab.
Edit: Let me give example what I meant here:
April: A = 1000, B=500, C= 200, D=300 -> total is 2000
percentage in April in chart is A = 1000/2000 = 50%, B = 25%, C = 10%, D = 15%, total = 100%
May: A=2000, B=2000, C=1800, D=200 ->
cumulative April+May A=3000, B=2500, C=2000, D=500 -> total is 8000
percentage in May in chart is A=3000/8000 = 37.5%, B = 31.25%, C = 25%, D = 6.25%, total = 100%
I got an answer elsewhere and thought I should update here. The solution was to use a secondary table calculation. Basically, after putting SUM(Value) pill in Row:
right click on it to select Add Table Calculation
set as primary calculation the Running Total Sum of Table (Across)
check the box to Perform a secondary calculation on the result
set as secondary calculation the Percent of Total of Table (Down)
See below screenshot of the setting.
Are you looking for ways to calculate the sum of the running total across the category? it is not clear when you say to count the percentage? However if you are looking for sum of percentage running total across your category... you can edit your calculation and set the calculation type as running total, the summarize value ( you can choose, sum , average, min,...max) and the running along option choose category.
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.
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]))
I am one step away from finishing up a report in Crystal 2008. I have included a snapshot of the report below. For some reason I cannot get the formula in the yellow column to calculate correctly. I am trying to divide the value of Net A for each main data source/year into the yearly Total of Net A to get the % of Data for each Main Data Source. Net A is pulling from a field in access and the total of Net A is a running total based on a current Run Date using formula ({HNT_End_To_End_Data.REPT_YYMM} = cStr(currentdate,'yyMM') in the evaluate section of the running total and the field is reset on each change of Year.
The formula in the yellow column is currently ({HNT_End_To_End_Data.Net_A}/Sum ({HNT_End_To_End_Data.Net_A}))*100 and is showing values that are like it's doing NetA divided into the grand total of Net A of all 3 years (3,727,560/108,666,439) rather than the dividing into individual year (3,727,560/34,981,163). I'm attempting to get the formula to divide each Main Data Source for each year into the yearly Net A total.
I've tried doing many different formulas and have had no luck, so would appreciate any suggestions anyone might have.
Do you have a group on year({sometable.somedate})? You need to add that group into your aggregate (sum) function:
(
{HNT_End_To_End_Data.Net_A}
/
Sum({HNT_End_To_End_Data.Net_A}, year({sometable.somedate}))
) * 100
EDIT: After reviewing the report I can see you are using a conditional formula {HNT_End_To_End_Data.REPT_YYMM} <> cStr(currentdate,'yyMM') to suppress the detail section. So SUM({HNT_End_To_End_Data.Net_A},{HNT_End_To_End_Data.SERVICE_THRU_YEAR}) is actually including the records which aren't being displayed. You have a number of ways to get around this. The simplest is probably to create a new formula for net_a:
if {HNT_End_To_End_Data.REPT_YYMM} <> cStr(currentdate,'yyMM') then
{HNT_End_To_End_Data.Net_A}
else
0;
You can then do:
(
{HNT_End_To_End_Data.Net_A}
/
Sum({#net_a}, year({sometable.somedate}))
) * 100
I am using Crystal 9 and have created a report showing calls logged by users, time taken to close the call, Solved with (allocated a value to the latter field depending on time taken eg. 1-59 mins = < 1 hr = 1), 60-239 mins = < 4 = 4. I have then grouped the results by users and got totals for each of the Solved values
Solved1 = solved in less than 1 hour
eg group total shows (when record data hidden)
User1 (Total Calls= 74) (Solved1 = 42) (Percentage1 = 56.76)
User2 (Total Calls= 17) (Solved1 = 2) (Percentage1 = 11.76)
Total Calls and Solved1 are obtained using Running Total Fields.
Percentages are Formula fields and calculated as follows:
Percentage1 = Solved1/Total Calls * 100
My problem is that I need to graph the percentage values for each user for each Solved value eg. 56.76 and 11.76 on one chart. This would be easy except that Crystal doesn't let me select this field in the chart option because it's calculated from two Running Totals.
Since some formulas are accepted by the Chart expert and running totals are also accepted, is there a way I can calculate the percentage which it would find acceptable? Or can I put the total and Solved value in the chart and have the chart calculate the percentage somehow? I was looking at using count and I can get the count to count all the records for a single person but not where say the value in a specific field = '1'
eg count (call_id, )/count (call_id, closedby) * 100
Does anyone know how I can write that fomula or any other way of graphing a percentage?
You can do this using Crystal formulas.
Set up a formula for Solved1 - something like
if {myTable.timeTaken} < 60 then 1 else 0
Next, set up a formula for Percentage1 - something like:
100*sum(#Solved1,{myTable.closedBy}) / count({myTable.call_id},{myTable.closedBy})
Drag and drop the formula for Percentage1 onto the report layout, then you should be able to add it from Report Fields onto your graph in the Data tab of the Chart Expert. (You may then want to remove the Percentage1 formula item from the report layout.)
I ran into a similar issue trying to graph On Time Delivery percentages.
I have three percentages to display: On Time, 1-3 days late, and over 3 days late.
I was in need of displaying zero percents as well, i.e. when there were no records that were "1-3 days late" I still needed to show 0% as one of my bars. The above did not address that. I ended using this resolution with a twist.
I created 4 formulas:
one to return 1 if the record was on time else 0
one for the 1-3 days,
one for the over 3 records.
one for each record returning a value of 1.
With that I was able to create my percentage fields using the Sum of one of the first 3 formulas divided by the sum of the "1" formula. Crystal would not work if I used the Count(...) function on a key field. It only worked when using the Sum(...) function in my percentage formulas.