1 Reply Latest reply on Jan 6, 2015 10:04 PM by loganathan srinivasan

    Conversion Rates

    Tatiana Smith
    Tatiana Smith Jan 6, 2015 6:59 PM

      Hi All,

       

      I am a new user to Tableau and am completely stuck on how to run a calculated field.

       

      I need to calculate a # Sales / # of  Records

       

      I have done this with the above formula and it works as long as there is only 2 dimensions:

      Group 1:  # Sales     # Records      %Conversion Rate

      Group 2: # Sales     # Records      %Conversion Rate

      My calculated field works in the above scenario

       

      If I add a filter of a month or so to the view then the whole calcualtion changes but I need the #Records to remain the same for the conversion calculation to be correct.

       

      How would I create a static field? Or how can i have all of these calculations in one palce, so the table ends up looking something like this:

       

      Group#Sales#RecordsConversion RateMonth
      Group 1100100010%
      Group 12010002%March
      Group 23010003%April

       

      Thank you so much in advance

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      • Categories: Calculations
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        • 1. Re: Conversion Rates
          loganathan srinivasan
          loganathan srinivasan Jan 6, 2015 10:04 PM (in response to Tatiana Smith)

          Sorry I am really finding difficult to understand your question completely but here is my response based on what I understand.

           

          You can create two calculated fields.

           

          1) Create a calc field and enter 1000 with calc name Record.

          2) Next create cal field as sum([#Sales])/Sum([Records]).

           

          The Record field would be static and also the 2nd calculation should meet your requriement. Let me know if this works.

           

          Thanks,

          Loga