How to calculate percentage of grand total using exclude?
I have sales data for each country which is split into different customer groups.
AT CH De FL Total
Customer Group A 100 72 488 16 676
Customer Group B 53 62 280 3 398
Customer Group C 12 9 122 0 143
Total 165 143 890 19 1217
Now I would like to calculate the share of a particular customer group in a single country of the grand total of sales, e.g. for Customer Group B in DE I should get:
280/1217*100 = 23%
First I tried SUM([Sales]) / TOTAL(SUM([Sales])) to get percentage of sales in each country. Then I wanted to use customer group filter to see the share of a particular customer group. However, if I do this, the percentage is not correct, e.g. for Customer Group B in DE I get this:
280/398*100 = 70.3%
Using EXCLUDE would solve my problem... However, I am not really sure how to do this... I tried several options and none of these have worked...
{EXCLUDE [Customer Group]: SUM([Sales]) / TOTAL(SUM([Sales]))}
{EXCLUDE [Customer Group]: SUM([Sales])} / {EXCLUDE [Customer Group]: TOTAL(SUM([Sales]))}
Since I am new to tableau, I have no idea what the problem could be... Does anyone know how to do this?
tableau
asked Nov 12 '18 at 7:59
Nobelium
287
add a comment |
I have sales data for each country which is split into different customer groups.
AT CH De FL Total
Customer Group A 100 72 488 16 676
Customer Group B 53 62 280 3 398
Customer Group C 12 9 122 0 143
Total 165 143 890 19 1217
Now I would like to calculate the share of a particular customer group in a single country of the grand total of sales, e.g. for Customer Group B in DE I should get:
280/1217*100 = 23%
First I tried SUM([Sales]) / TOTAL(SUM([Sales])) to get percentage of sales in each country. Then I wanted to use customer group filter to see the share of a particular customer group. However, if I do this, the percentage is not correct, e.g. for Customer Group B in DE I get this:
280/398*100 = 70.3%
Using EXCLUDE would solve my problem... However, I am not really sure how to do this... I tried several options and none of these have worked...
{EXCLUDE [Customer Group]: SUM([Sales]) / TOTAL(SUM([Sales]))}
{EXCLUDE [Customer Group]: SUM([Sales])} / {EXCLUDE [Customer Group]: TOTAL(SUM([Sales]))}
Since I am new to tableau, I have no idea what the problem could be... Does anyone know how to do this?
tableau
asked Nov 12 '18 at 7:59
Nobelium
287
add a comment |
I have sales data for each country which is split into different customer groups.
AT CH De FL Total
Customer Group A 100 72 488 16 676
Customer Group B 53 62 280 3 398
Customer Group C 12 9 122 0 143
Total 165 143 890 19 1217
Now I would like to calculate the share of a particular customer group in a single country of the grand total of sales, e.g. for Customer Group B in DE I should get:
280/1217*100 = 23%
First I tried SUM([Sales]) / TOTAL(SUM([Sales])) to get percentage of sales in each country. Then I wanted to use customer group filter to see the share of a particular customer group. However, if I do this, the percentage is not correct, e.g. for Customer Group B in DE I get this:
280/398*100 = 70.3%
Using EXCLUDE would solve my problem... However, I am not really sure how to do this... I tried several options and none of these have worked...
{EXCLUDE [Customer Group]: SUM([Sales]) / TOTAL(SUM([Sales]))}
{EXCLUDE [Customer Group]: SUM([Sales])} / {EXCLUDE [Customer Group]: TOTAL(SUM([Sales]))}
Since I am new to tableau, I have no idea what the problem could be... Does anyone know how to do this?
tableau
asked Nov 12 '18 at 7:59
Nobelium
287
I have sales data for each country which is split into different customer groups.
AT CH De FL Total
Customer Group A 100 72 488 16 676
Customer Group B 53 62 280 3 398
Customer Group C 12 9 122 0 143
Total 165 143 890 19 1217
Now I would like to calculate the share of a particular customer group in a single country of the grand total of sales, e.g. for Customer Group B in DE I should get:
280/1217*100 = 23%
First I tried SUM([Sales]) / TOTAL(SUM([Sales])) to get percentage of sales in each country. Then I wanted to use customer group filter to see the share of a particular customer group. However, if I do this, the percentage is not correct, e.g. for Customer Group B in DE I get this:
280/398*100 = 70.3%
Using EXCLUDE would solve my problem... However, I am not really sure how to do this... I tried several options and none of these have worked...
{EXCLUDE [Customer Group]: SUM([Sales]) / TOTAL(SUM([Sales]))}
{EXCLUDE [Customer Group]: SUM([Sales])} / {EXCLUDE [Customer Group]: TOTAL(SUM([Sales]))}
Since I am new to tableau, I have no idea what the problem could be... Does anyone know how to do this?
tableau
tableau
asked Nov 12 '18 at 7:59
Nobelium
287
asked Nov 12 '18 at 7:59
Nobelium
287
asked Nov 12 '18 at 7:59
Nobelium
287
asked Nov 12 '18 at 7:59
Nobelium
287
asked Nov 12 '18 at 7:59
Nobelium
287
287
add a comment |
add a comment |
1 Answer
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Exclude/Include LODs are calculated only after the Dimension Filters, so you need to use FIXED here. Also note that dimensions in filter shelf does not add to the level of detail even though it will affect the total.
you can use below calculation:
{FIXED [Customer Group],[Country]:SUM([Sales])}/{SUM([Sales])}
answered Nov 12 '18 at 21:03
Jose Cherian
3,15812227
add a comment |
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1 Answer
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Exclude/Include LODs are calculated only after the Dimension Filters, so you need to use FIXED here. Also note that dimensions in filter shelf does not add to the level of detail even though it will affect the total.
you can use below calculation:
{FIXED [Customer Group],[Country]:SUM([Sales])}/{SUM([Sales])}
answered Nov 12 '18 at 21:03
Jose Cherian
3,15812227
add a comment |
Exclude/Include LODs are calculated only after the Dimension Filters, so you need to use FIXED here. Also note that dimensions in filter shelf does not add to the level of detail even though it will affect the total.
you can use below calculation:
{FIXED [Customer Group],[Country]:SUM([Sales])}/{SUM([Sales])}
answered Nov 12 '18 at 21:03
Jose Cherian
3,15812227
add a comment |
Exclude/Include LODs are calculated only after the Dimension Filters, so you need to use FIXED here. Also note that dimensions in filter shelf does not add to the level of detail even though it will affect the total.
you can use below calculation:
{FIXED [Customer Group],[Country]:SUM([Sales])}/{SUM([Sales])}
answered Nov 12 '18 at 21:03
Jose Cherian
3,15812227
Exclude/Include LODs are calculated only after the Dimension Filters, so you need to use FIXED here. Also note that dimensions in filter shelf does not add to the level of detail even though it will affect the total.
you can use below calculation:
{FIXED [Customer Group],[Country]:SUM([Sales])}/{SUM([Sales])}
answered Nov 12 '18 at 21:03
Jose Cherian
3,15812227
edited Nov 12 '18 at 21:08
answered Nov 12 '18 at 21:03
Jose Cherian
3,15812227
answered Nov 12 '18 at 21:03
Jose Cherian
3,15812227
answered Nov 12 '18 at 21:03
Jose Cherian
3,15812227
3,15812227
add a comment |
add a comment |
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