5 Replies Latest reply on Aug 3, 2016 12:29 PM by Blair Gibb

Averages or roll-ups of given percentages

Blair Gibb Jul 7, 2016 10:59 AM

I am collecting data about projects. There are goals, strategies, tasks, and actions, and these make up a great hierarchy in Tableau. The user will enter the percent complete for each action (or possibly task if there are no actions defined). I want to show the roll-up of these percentages at each level.

The issue is that when average is used it will average all the fixed percentages (no weighting) from levels below it:

Goal	Strategy	Task	Action	Percentage
First	Fix it	Fix A	A1	30
First	Fix it	Fix A	A2	40
First	Fix it	Fix B	B1	10
First	Fix it	Fix B	B2	20
First	Fix it	Fix B	B3	30

In this scenario, the completion for percentage for Task Fix A should be 35 and for Fix B 20. If this is entered in Tableau, when the hierarchy is rolled up to Strategy, the rolled up percentage shows as 30%. But it really should be the average of the roll-ups at the task level, 27.5%.

I'm having trouble coming up the right table calc/calculated field or combination to make this work this way.

Any ideas?

1. Re: Averages or roll-ups of given percentages

Blair Gibb Jul 7, 2016 4:58 PM (in response to Blair Gibb)

I ended up adding formulas in the Excel sheet that the users are using to enter the data. Not perfect, but in a hurry.
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2. Re: Averages or roll-ups of given percentages

Simon Padget Jul 8, 2016 8:05 AM (in response to Blair Gibb)
Hi Blair,

Good question - I think I have solved it here.

What you need is a FIXED calculation to "fix" the average at the Task level. So by using:
{FIXED [Task]: AVG([Percentage])}

you are able to do this.

I hope this is what you are after?

Simon

Percentages 20160708.twbx 140.3 KB

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3. Re: Averages or roll-ups of given percentages

Blair Gibb Jul 11, 2016 8:08 AM (in response to Simon Padget)

That looks promising, but I would need a formula like that for each level. I’m going to look at it a little later as this project is due. I think the Excel formula approach is ok for now.

Thanks!
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4. Re: Averages or roll-ups of given percentages

Blair Gibb Jul 29, 2016 5:09 PM (in response to Simon Padget)

FIXED still uses all the values below to calculate the average, so it gives the same answer as the roll-up. I did learn about FIXED and will be able to use it in other visuals. Thanks!
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5. Re: Averages or roll-ups of given percentages

Blair Gibb Aug 3, 2016 12:29 PM (in response to Blair Gibb)

updating: I can create a calculated filed that works at the task level,

{FIXED [Task]: SUM([% Complete])/COUNT([% Complete])}

and then use that to create another calculated field at the strategy level:

{FIXED [Strategy] : AVG([TaskAVG])}

These produce the correct values for my purposes. I can get them to show up in the Tooltip, but I haven't figured out how or if I can put them in the table. They would need to replace the totals in the table for the appropriate level. Not sure that is possible.

Any ideas would be helpful.
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Averages or roll-ups of given percentages

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