The options given are based off of what Standard Margin is. Is it a calculated field?
Also, why do you have it set to standard margin when you want to create a set based on profit? Or was that just an example? Sorry for answering your question with more questions
Thanks for your response! Very much appreciated ☺
Yes, the standard Margin is a calculated field.
Also, sorry to be confusing but I generically referred to our standard margin calculation as “profit”. I didn’t know who would be viewing it.
I’m not sure how to upload my Tableau workbook with keeping my companies financial information confidential (don’t want to break sec codes ☺ ). I’m also not sure what you mean by markup data?
As Lisa mentioned, the options in that drop down change when you have a calculated field. Since it says "Custom", that means your calculated field already has the aggregation applied. Thus, you cannot choose another aggregation.
For example, assuming profit ratio was SUM(Profit)/SUM(Sales) - this is now already aggregated.
If we had profit ratio as Profit/Sales - this would not be aggregated, and as a result, we would be able to choose an aggregation from the menu (though in this example, it would be incorrect, but again - just for example sake )
Hope this helps!
Yes, this is great! Thanks to the both of you.