How to calculate percentage of grand total using exclude?










0














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?










share|improve this question


























    0














    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?










    share|improve this question
























      0












      0








      0







      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?










      share|improve this question













      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?







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      asked Nov 12 at 7:59









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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])


          enter image description here






          share|improve this answer






















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            1 Answer
            1






            active

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            active

            oldest

            votes









            1














            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])


            enter image description here






            share|improve this answer



























              1














              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])


              enter image description here






              share|improve this answer

























                1












                1








                1






                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])


                enter image description here






                share|improve this answer














                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])


                enter image description here







                share|improve this answer














                share|improve this answer



                share|improve this answer








                edited Nov 12 at 21:08

























                answered Nov 12 at 21:03









                Jose Cherian

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                3,14812227



























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