Finding the total of data in Tableau is helpful, but it can also be useful to express values as percentages of a whole. In this video, learn how to calculate percentages within a table.
- [Instructor] You can summarize numerical data in many different ways. But one popular method is to determine how much values contribute to a column, row or entire table of data. In this movie, I will show you how to calculate the percentage contribution of individual values in the table. My sample file is 0504 percentage, and you can find it in the chapter five folder of the exercise files collection. My visualization is a text table and you can see that I have employee job title as the row header and then year and quarter as the column headers. Let's say that I want to find the percent contribution for each of the quarters for each employee job title category. So for example, I want to know what percentage of quarter three of 2017 was provided by a sales associate, sales associate one and so on. To create that calculation, I will go to the analysis menu point to percentage of and then, from the fly out list that appears, I'll click column. And when I do, you can see that I have individual percentages for each column. So I have 1.29% 12.88, and so on. And within each column, those percentages will all add up to 100. You can also look for trends across rows. So you have the sales associate position, pretty consistently, has very high for edge for that category in Q1 of 2019. And also in Q3 of 2018, but for the most part, it's around one to one and a half percent. You can change how the summary is calculated by going back to the analysis menu pointing to percentage of and then you can look at, for example rows in the table. So if I click row, then I see that we have individual sales for a sales associate of 1.67%, and then 25.11%, in Q3 of 2018, and 41.12% in Q1 2019. So you can see that we're looking now at each job title, and how much each quarter contributed to total sales. You might have noticed a couple of other options under percent of. So if I go to analysis point to percentage of, then we have pain. A pain in a text table is an area that is delineated in this case visually, by borderlines. If you look at the visualization, you can see that the year 2018 is surrounded by borders. So they start to the left of Q1 to the right of Q4, and above the first job title and below the last one. So that is a pain. If I wanted to find the total in this case for a given year, then I could go down, off a percentage of click pain and there we see the total. So in this case all the values within a particular pain. So the area that I am indicating here with my mouse, that would be one pain. And if we add up all the percentages, within that, they will add up to 100. And the same thing for 2017 and 2019. There are also other ways that you can calculate percentages. So if you go back to analysis, point to percentage of you can do the table. You can do rows within panes or columns within panes. Or if you want to go back to your original data, you can click none and the percentage of calculations go away.
- Explain where a user would navigate to seek specific help in Tableau.
- Determine the best approach for using Excel in Tableau.
- Interpret how to use the features and functions of Tableau when creating charts.
- Describe how best to manage data in a worksheet or visualization.
- Explain how to create a selection filter for certain values.
- Explain how to manage data for different chart formats.
Skill Level Beginner
1. Introducing Tableau
2. Managing Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Creating Basic Visualizations
10. Formatting Tableau Visualizations
11. Annotating and Formatting Visualizations
12. Mapping Geographic Data
13. Creating Dashboards and Actions
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