Tableau percent of total by category. The attached example workbook uses the sample Dec 24, 2021 · Hi All. ) Aug 5, 2016 · Question How to calculate percent of total without using table calculations such as Quick Table Calculations Environment Tableau Desktop Answer General Resolution Create a calculation that uses a level of detail (LOD) function in the denominator to find the total. Hello All, Say i have four categories and i want to create a sheet with each category alone showing only their % of sales. So for instance, Bookcases would be 22. Pardon the question if it may seem simple, still quite new to Tableau. I want what is % of sales for that category without showing other categories. There are multiple workarounds for this, the easiest is to use a pie chart. Jan 7, 2024 · This blog shows the usage of Tableau LOD expression for generating percentage of total result. Environment Tableau Desktop Answer Use the following steps to calculate the percent of total for the Sales Furniture, Sales Office Supplies, and Sales Technology measure fields: Select Analysis > Create Calculated Field. However, you’ll notice that Tableau has automatically calculated the percentage of Sales for the whole view, i. For example, rather than viewing sales for every product, you might want to view each product’s sales as a percentage of the total sales for all products. In my attached Superstore example, I want to sort the bar chart by percentage of total in the "Technology" category. For example, STDEVP () becomes usable. In the example workbook, the calculation is named "Sales % Furniture . I am trying to do a calculation in Tableau using the Superstore sample data, but I can't get around it. Jul 27, 2016 · Question How to customize the Grand Total or Subtotals to show a different value than the main table of the view. Jan 7, 2021 · I have a dataset in tableau where I would like to show the percent of each category. Data free use type date 10 5 A1 1/1/2021 20 1 A1 1/1/2021 40 2 B2 1/1/ Percent of Total is one of the quick table calculations and enables you to find the percent distribution of a measure, broken down by a dimension. While [Nutritional food selection] and [Weight] are calculated using SUM, [Nutritional %] appears to be calculated per record, which may be causing incorrect results. Mar 15, 2021 · In the data school training session last week, I introduced how to calculate the percent of total using the FIXED level of detail expression. I would like to calculate the percentage of returns against the total Here, using the Tableau default settings, the percent of total calculation is being applied to the whole view, and is showing us the percent total of profit for all categories, made up by each segment. as a percentage of all Sales across all Regions and Categories. For example, to find the percent of total sales per segment; the following table calculation for finding the percent of total sales Tableau percent of total by category shows the percentage of total values in a data set that belong to a specific category. Two from table calculation, another two are from LOD. For example, returning a Percent of Total in the Grand Totals while showing SUM ( [Sales]) in the view. Any analysis in Tableau can be expressed in terms of percentages. For example, if you want to see Sales per Region, you could simply double click on Sales and Region, and Tableau will give you a breakdown of total (sum) sales for each Region. Thanks! Next, click on Percent of total. The procedure uses the Sample - Superstore data source provided with Tableau Desktop. Simplify percentage tasks with our online calculator. In this article, I summarise four different ways to achieve this. You’ll see that the x axis changes from the value of Sales in £, to the percentage of Total Sales. Rows: Customer Name Columns: Table calculation of Percent of Total of Sum of Sales Marks: Category. when i'm using fixed LOD with and if i filter only the category i want, tableau shows 100%. I have attached a sample copy of the Superstore data with a basic table to illustrate. The example data contains the columns: Id, Country, Region, Product, Color and Production Company Hello, I'm trying to create a calculation to get the percentage of the subtotal for each category. I want to calculate the percent of total each category represents within each month. Intuitively, I would assume this would mean a % of total calculation either using 'Category' under dimensions, or using the pane part of the table calculation, but neither of these return the correct answer. Environment Tableau Desktop Answer Use the function SIZE () to differentiate between different parts of the view in a calculation. 7% of Furniture sales for 2018. The sheet in the workbook visualises the distinct count of product names in each sub category, coloured by whether the product was returned or not. Could you try adjusting the formula? (If you add up the percentages calculated for each record, you will get an incorrect result. Name the calculation. I’m using superstore data as an example in this article; for example, our view level of detail is sales of each sub-category; please Hi all, have attached a packaged workbook that I've done to replicate the problem I am having at work. What I'd like to see if % of sales of each category listed on the sub-category line. Oct 18, 2016 · A percentage across a category often takes the form of a table calculation with aggregation: Consequently, it is not possible to aggregate further. Is there a way to do this via creating a calculated How to sort by percentage of total? I'm trying to sort by percentage of total for a certain category. Apr 24, 2025 · Learn how to calculate tableau percent of total by category using quick table calculations and LOD expressions. Tableau Community ForumsLoading × Sorry to interrupt CSS Error Refresh Hello, I have the resources that worked on my projects, the projects are from two different types Billable (Commercial Projects) and Non-Billable (Delivery Projects), is there a way of just presenting the Billable type but maintain de right percentage? If I exclude de Non-Billable de percentage will appear 100% for each resource… And I would like also to do some sorting for the ones with Jan 31, 2018 · Seems like putting this calculated field sum (Sales)/total (sum (Sales)) on your Text shelf for the label and then setting the table calc to calculate using Sub-Category would get you the %s within each region for your top 5 (or however many you end up showing). e. This can be used to identify trends and patterns in data, and to make informed decisions about the future. Oct 7, 2025 · In this tutorial, I will explain how to calculate the percentage of total in Tableau with the help of four different methods. In Tableau, you can apply a table calculation to sales data to create a chart that shows the percentage of total sales that come from the top products, and thus identify the key segments of your customer base that are most important for your business's success. Apr 30, 2019 · Calculate a percentage of a filtered category Hi I'm trying to calculate a percentage of a filtered category, attached an excel file of an example of the data and the results (this might be not a perfect example because I can't share the data). I have a parameter containing the categories, and a calculated field that goes like this? I also have some filters applied: Now, what I want to do, is create a KPI card that shows the percent of total based on May 19, 2014 · Question How to calculate and display percent of total for fields on Measure Value. What's happening is that because the x & y (lon & lat) is determined by the location all of the Category marks are being plotted on top of one another. This probably needs an LOD calculation that responds to filters as well. To avoid the aggregation issue, rewrite the calculation using Level of Detail Expressions: Using the above calculation, it is now possible to aggregate. mal aj8 ump z7 rijnoxo k7dv tttg 4xgm ka tgpro