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.
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 working in Tableau and trying to create a formula that will return me the value of each customer that walks into a store by dividing Net Sales / Traffic. When I try to combine the two separate formulas, it gives me the following error: Cannot mix aggregate and non-aggregate arguments with this function. The two functions I created that I'm trying to divide are:
SOT = (SUM([Sales Net])-SUM([Sales Gcard Net]))/SUM([Traffic Perday]) and SOT Goal
When I look at it in Tableau, it's stating that SOT is an aggregate function. How do I work around this to be able to get
SOT / SOT Goal
Aggregate variables are values that are calculated in the view, and depend on the level of aggregation in Tableau. e.g. sum(Sales) will show different values in Tableau if it’s next to a Region dimension, or if it’s next to a Category dimension.
In order to avoid the errors you can use many solutions. My favorite is indeed LOD expressions. In your view, though I do not have required sample data and therefore, I cannot try my hands on different possibilities here, I suggest that this should work-
SOT = ({SUM([Sales Net])}-{SUM([Sales Gcard Net])})/{SUM([Traffic Perday])}
Do remember that this solution will over-ride your filters and if you are using filters you have to add all those to Context.
EDIT
While trying different possibilities remember these things...
{SUM([Sales])} will sum the sales over entire data and {} i.e. curly braces wrapped around the sum function will cause to return the value as non-aggregate. In other words, this will work as LOD and if you'll add this field to view, the sum of entire sales will be shown against each row.
{FIXED [DIMENSION NAME] : sum([Sales])} will sum sales separately for each Dimension value. Fixed statement (LOD) again returns the value as non-aggregate value. if you'll add this field to view, the sum of entire sales for that dimension will be shown against each dimension.
I am trying to divide the average value of column1 by the average value of column 2, which will give me an average price from my data. I believe there is a problem with my syntax / structure of my code, or I am making a rookie mistake.
I have searched stack and cannot find many examples of dividing two averaged columns, and checked the postgres documentation.
The individual average query is working fine (as shown here)
SELECT (AVG(CAST("Column1" AS numeric(4,2))),2) FROM table1
But when I combine two of them in an attempt to divide, It simply does not work.
SELECT (AVG(CAST("Column1" AS numeric(4,2))),2) / (AVG(CAST("Column2" AS numeric(4,2))),2) FROM table1
I am receiving the following error; "ERROR: row comparison operator must yield type boolean, not type numeric". I have tried a few other variations which have mostly given me syntax errors.
I don't know what you are trying to do with your current approach. However, if you want to take the ratio of two averages, you could also just take the ratio of the sums:
SELECT SUM(CAST(Column1 AS numeric(4,2))) / SUM(CAST(Column2 AS numeric(4,2)))
FROM table1;
Note that SUM() just takes a single input, not two inputs. The reason why we can use the sums is that average would normalize both the numerator and denominator by the same amount, which is the number of rows in table1. Hence, this factor just cancels out.
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 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.