year over year difference percentage of grandtotal spotfire

#Year over year difference percentage of grandtotal spotfire how to

How it works: The IN group of the IN/OUT set can be resized by the Top N filter. Taking an extract and hiding fields that you won’t be using in your secondary data source may be a better approach when dealing with a larger data set. This method may be less desirable on large data sets. The view below shows both a % of Year calculation (via a table calculation) along with the % Overall (using our calculated field). Step 4: Format the calculated field to show a percentage. Step 3: Create a calculated field called % of Total: 1 SUM (primary ) / SUM (secondary ). Step 2: Build out your primary data source (based on the view above). Step 1: Right-click the data source and select duplicate (break any active links from primary to secondary). If we apply a filter, it will only filter the numerator. This allows us to use our primary sales as the part and secondary sales as the whole. We will be using the Sales field from our primary dataset as our numerator and the Sales field from our duplicated dataset as our denominator. How it works: We will duplicate our primary data source and create a calculated field that presents our percent of total calculation in a part to whole format.

Using an index filter (index table calculation).Using a calculated field and a duplicated data source.Make our data look like its being filtered hide data that would normally be filtered.Calculate our percent of total before our filter is processed.We have two main options to fix this dilemma: In this case, because top N filters process before table calculations in Tableau, the data is being filtered before the percent of total is being calculated. Operations are processed in a predictable sequence. The problem here is because of order of operations (remember PEMDAS?). Notice that for 2010 Joan Schaefer NOW accounts for 21% of total sales. Here is the same view above, filtered to only the top 5 sales by customer. Since my % of total calculation is calculating over the records that are in my view, this number will change every time I adjust my filter. Notice that for 2010, Joan Schaefer accounts for $21,484 in sales or. I have snapped a screen shot of only the top 10 (unfiltered). Problem Explained:īelow, I’m looking at my sales data over the course of several years. Today we’re going to examine what’s happening here and three ways to keep those percentages within your filters. “I made a view that shows my percent of total sales, but when I apply a filter, the values change.

#Year over year difference percentage of grandtotal spotfire how to

This pattern shows how to compute time-related calculations like year-to-date, same period last year, and percentage growth using a custom calendar.Frequently in my training classes, a student will ask:

This pattern does not rely on DAX built-in time intelligence functions. All the measures refer to the fiscal calendar because the same measures, with a regular Gregorian calendar, can be obtained using the Standard time-related calculations pattern. There are several scenarios where the DAX built-in functions for time intelligence cannot provide the right answers. In these scenarios, you need to rewrite the time intelligence logic of the built-in functions by using plain DAX functions like FILTER and CALCULATE.įor example, if your fiscal year starts on a month other than January, April, July, or October, then you cannot use the DAX time intelligence functions for quarterly-related calculations. Moreover, you must create a Date table that contains additional columns to compute time periods like the previous quarter or a whole year. Indeed, the standard time intelligence functions derive this information from the Date column in the Date table. The measures in this pattern work on a regular Gregorian calendar with the following assumptions: The custom time-related calculations pattern does not extract the information from the Date column and requires additional columns.