Showing the percentage of totals
by Matt Floyd, Ashley Ohmann, Ashutosh Nandeshwar, Jen Stirrup
Tableau: Creating Interactive Data Visualizations
- Tableau: Creating Interactive Data Visualizations
- Table of Contents
- Tableau: Creating Interactive Data Visualizations
- Tableau: Creating Interactive Data Visualizations
- Credits
- Preface
- 1. Module 1
- 1. A Short Dash to Dashboarding!
- 2. Summarizing Your Data for Dashboards
- 3. Interacting with Data for Dashboards
- 4. Using Dashboards to Get Results
- 5. Putting the Dash into Dashboards
- 6. Making Dashboards Relevant
- 7. Visual Best Practices
- 2. Module 2
- 1. Connecting to Data Sources
- Introduction
- Connecting to text files
- Connecting to Excel files
- Connecting to Access databases
- Connecting to a SQL Server
- Pasting from a clipboard
- Connecting to other databases
- Connecting to Windows Azure Marketplace
- Understanding dimensions and measures
- Changing data types
- Applying filters
- Merging multiple data sources
- 2. Creating Univariate Charts
- 3. Creating Bivariate Charts
- 4. Creating Multivariate Charts
- 5. Creating Maps
- 6. Calculating User-defined Fields
- 7. Customizing and Saving
- 8. Exporting and Sharing
- 9. Exploring Advanced Features
- 1. Connecting to Data Sources
- 3. Module 3
- 1. Getting Started with Tableau Public
- 2. Tableau Public Interface Features
- 3. Connecting to Data
- 4. Visualization – Tips and Types
- 5. Calculations
- 6. Level of Detail and Table Calculations
- 7. Dashboard Design and Styling
- 8. Filters and Actions
- 9. Publishing Your Work
- A. Bibliography
- Index
Seeing the percentage of each group as compared to the total of all groups is as useful as seeing totals and breakdowns. This gives the reader an idea about the magnitude of every value compared to that of the totals. Tableau offers various options to see values as percentages of the totals. These options include seeing percentages of the row totals, the column totals, or the grand total.
Let's use the sample file Sample – Coffee Chain (Access). Open a new worksheet and select Sample – Coffee Chain (Access) as the data source.
Once the data is loaded on the worksheet, perform the following steps to see percentage values:
- Drag-and-drop Product Type from Dimensions in the Columns shelf.
- Drag-and-drop Market from Dimensions in the Rows shelf.
- Drag-and-drop Profit from Measures in the Text box under the Marks pane.
- To see percentage profit by every Product Type in all the Market types, expand the Analysis menu option from the main menu toolbar. Then, expand the Percentage of option and select Column as shown in the following screenshot:
- To see the percentage profit by every Market type in all the Product Type values, expand the Analysis menu option from the main menu toolbar, followed by expanding the Percentage of option, and select Row to generate a table as shown in the following screenshot:
- To see profit by every Market and Product Type values as a fraction of the total Profit value, expand the Analysis menu option from the main menu toolbar, followed by the Percentage of option, and select Table to generate a percentage table as shown in the following screenshot:
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