1 Reply Latest reply on Nov 18, 2016 3:33 AM by Chris Beck

    Creating a calculated field based on Items in a column

    Meenakshi Tulsian

      Hi I am new to Tableau and my trying to calculate win rate on pipeline data. I have 2 columns one is Opportunity status that says whether the deal is won or lost and another is $ value associated with the opportunity. How do i frame the formula for win rate? The excel formula is Win $ / (Win $ + Lost $). In the data below, the outcome for the first row should be (343150/343150+290300)

      Opportunity Sales StageOpportunity Sales StageOpportunity Sales StageOpportunity Sales Stage
      06 - Won, Deploy & ExpandErrorHP Not PursuedLost
      343,15085,000290,300
      9,647,4894,055,572230,7271,062,022
      9,174,6543,581,716105,1342,227,315
      7,024,2701,441,3362,549,708
      12,516,9122,285,350445,1605,178,069
      22,259,6523,040,302477,9556,538,313
      12,193,2313,105,317313,1564,157,159
      2,861,3993,038,912237,0573,326,138

                                                                                                        

      Opportunity Sales StageOpportunity Sales StageOpportunity Sales StageOpportunity Sales Stage
      Opportunity Win/Loss Fiscal Year Quarter   Display Code06 - Won, Deploy & ExpandErrorHP Not PursuedLost
      2012-Q4343,15085,000290,300
      2014-Q39,647,4894,055,572230,7271,062,022
      2014-Q49,174,6543,581,716105,1342,227,315
      2015-Q17,024,2701,441,3362,549,708
      2015-Q212,516,9122,285,350445,1605,178,069
      2015-Q322,259,6523,040,302477,9556,538,313
      2015-Q412,193,2313,105,317313,1564,157,159
      2016-Q12,861,3993,038,912237,0573,326,138