![]() ![]() The second way we can change the way in which Tableau calculates the percent difference calculation, is by editing our quick table calculation. Given that we want to compare the difference in total sales month by month, with the first month (January) of 2021 as opposed to the previous month, we need to choose the 'First' option, which will give us the following view:Īs the percent difference of sales is being compared to the first month, January has a value of 0% as it is being compared to itself. Last - Tableau calculates the percent difference between our current value and the last value.First - Tableau calculates the percent difference between our current value and the first value.Next - Tableau calculates the percent difference between our current value and the value after.the default) - Tableau calculates the percent difference between the current value and the previous value. The four different options allow you to change the quick table calculation in the following ways: The first way we can edit our table calculation is by selecting the drop down menu on SUM(Sales), and select 'Relative to': Let's take a look at how we can edit our table calculation, depending on how we want the calculation to function, using the example we have just built by changing the percent difference from relative to the previous month, to relative to the first month. In some cases you may want to change the way that Tableau works out this calculation, instead creating a percent difference relative to the first value for example. In the example we just created, the percent difference in sales is relative to the previous month. The default way that Tableau calculates the percent difference calculation, is relative to the previous value. We now want to add in our quick table calculation, by right clicking on the SUM(Sales) pill, selecting 'Quick Table Calculation' and then select 'Percent Difference'.Īnd that is all you need to do! You should be left with the following chart, which shows the monthly percent difference in total sales, for 2021. You should have a chart that looks as follows: Change the graph type to 'Bar' in the marks card, and turn on mark labels for the columns. Next, drag 'Sales' into the rows bar, and make sure it's set to SUM(Sales). ![]() Drag 'Order Date' into the filters tab, select 'Years' and select '2021'. Let's say we want to look at the percent difference in sales by month, for 2021.įirst we need to right drag 'Order Date' into the column bar, selecting continuous months. ![]() Now we've got an understanding of what a percent difference quick table calculation does, let's move on to creating one. Percent Difference - Basic Quick Table Calc Looking at Table B we see that the percent difference in total sales between 'Paper' compared to 'Labels' is 526.5%, the same figure we have just worked out using the difference in sales! The percent difference table calculation basically takes this number, and works it out as a percentage difference relative to the sum of sales value for 'Labels' in Table A, which was 12,695. So, we can see that the difference between the sum of sales for 'Paper' and 'labels' is 66,845. To visualize the difference between these values, let's look the same view with a Difference calculation applied to it: Table C Looking at Table A we see the sum of sales for 'Paper' is 79,541, and the sum of sales for 'Labels' is 12,695. Let's break this down to understand what this really means. Once the calculation has been applied in Image B, each bar now shows the percent difference of total sales, between each subcategory and the one that came before it. In Image A, each bar shows the sub of sales for each subcategory. In the example above, a percent difference calculation is applied to the sum of sales, which is split by category and subcategory. This means that the percent difference from Value A to Value B would be 150%. The difference between value A and B is 3, which is 150% greater than Value A - 2. For example, say value A was 2, and value B was 5. In a Percent Difference (from) calculation, Tableau works out the percentage difference from a specified value B compared to another specified value A. What is a Percent Difference calculation? As in my previous blogs, the data I will be using is Tableau's Superstore dataset. This time we will be going through Percent Difference. This is the third blog in my series on Tableau Table Calculations. ![]()
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