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?







      tableau






      share|improve this question













      share|improve this question











      share|improve this question




      share|improve this question










      asked Nov 12 at 7:59









      Nobelium

      287




      287






















          1 Answer
          1






          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






















            Your Answer






            StackExchange.ifUsing("editor", function ()
            StackExchange.using("externalEditor", function ()
            StackExchange.using("snippets", function ()
            StackExchange.snippets.init();
            );
            );
            , "code-snippets");

            StackExchange.ready(function()
            var channelOptions =
            tags: "".split(" "),
            id: "1"
            ;
            initTagRenderer("".split(" "), "".split(" "), channelOptions);

            StackExchange.using("externalEditor", function()
            // Have to fire editor after snippets, if snippets enabled
            if (StackExchange.settings.snippets.snippetsEnabled)
            StackExchange.using("snippets", function()
            createEditor();
            );

            else
            createEditor();

            );

            function createEditor()
            StackExchange.prepareEditor(
            heartbeatType: 'answer',
            autoActivateHeartbeat: false,
            convertImagesToLinks: true,
            noModals: true,
            showLowRepImageUploadWarning: true,
            reputationToPostImages: 10,
            bindNavPrevention: true,
            postfix: "",
            imageUploader:
            brandingHtml: "Powered by u003ca class="icon-imgur-white" href="https://imgur.com/"u003eu003c/au003e",
            contentPolicyHtml: "User contributions licensed under u003ca href="https://creativecommons.org/licenses/by-sa/3.0/"u003ecc by-sa 3.0 with attribution requiredu003c/au003e u003ca href="https://stackoverflow.com/legal/content-policy"u003e(content policy)u003c/au003e",
            allowUrls: true
            ,
            onDemand: true,
            discardSelector: ".discard-answer"
            ,immediatelyShowMarkdownHelp:true
            );



            );













            draft saved

            draft discarded


















            StackExchange.ready(
            function ()
            StackExchange.openid.initPostLogin('.new-post-login', 'https%3a%2f%2fstackoverflow.com%2fquestions%2f53257928%2fhow-to-calculate-percentage-of-grand-total-using-exclude%23new-answer', 'question_page');

            );

            Post as a guest















            Required, but never shown

























            1 Answer
            1






            active

            oldest

            votes








            1 Answer
            1






            active

            oldest

            votes









            active

            oldest

            votes






            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

                3,14812227




                3,14812227



























                    draft saved

                    draft discarded
















































                    Thanks for contributing an answer to Stack Overflow!


                    • Please be sure to answer the question. Provide details and share your research!

                    But avoid


                    • Asking for help, clarification, or responding to other answers.

                    • Making statements based on opinion; back them up with references or personal experience.

                    To learn more, see our tips on writing great answers.





                    Some of your past answers have not been well-received, and you're in danger of being blocked from answering.


                    Please pay close attention to the following guidance:


                    • Please be sure to answer the question. Provide details and share your research!

                    But avoid


                    • Asking for help, clarification, or responding to other answers.

                    • Making statements based on opinion; back them up with references or personal experience.

                    To learn more, see our tips on writing great answers.




                    draft saved


                    draft discarded














                    StackExchange.ready(
                    function ()
                    StackExchange.openid.initPostLogin('.new-post-login', 'https%3a%2f%2fstackoverflow.com%2fquestions%2f53257928%2fhow-to-calculate-percentage-of-grand-total-using-exclude%23new-answer', 'question_page');

                    );

                    Post as a guest















                    Required, but never shown





















































                    Required, but never shown














                    Required, but never shown












                    Required, but never shown







                    Required, but never shown

































                    Required, but never shown














                    Required, but never shown












                    Required, but never shown







                    Required, but never shown







                    這個網誌中的熱門文章

                    Barbados

                    How to read a connectionString WITH PROVIDER in .NET Core?

                    Node.js Script on GitHub Pages or Amazon S3