9 Replies Latest reply on Jun 26, 2017 6:02 AM by Heather Sumter

# Percentages-Newbie needs help

Hi Everyone,

I'm very new to Tableau-working on my first report that I will be publishing to members of our department.  I'm struggling with adding percentages of the total within a pane to my chart.  What I need to show is the total of percentage for each vendor within a country along with the total sum for each vendor.  For example, the first line for Brazil would say 55%, 70K, 2nd line would read 20%,26K and so forth.  I attempted putting in another "Sum" in the Marks card by changing the current one to Percent of Total and then adding a new one for the sum, but I get zeros when I do percent of total using a quick table calculation.  I have little to no experience with calculations either, so please respond as though I'm from another planet. Thank you for your help!

• ###### 1. Re: Percentages-Newbie needs help

Hi Heather, there is going to be an overlap problem with labels at lower Total values, as shown below.

Is there another way you could do this viz, e.g. percentages in Tooltips? Like so:

-- Glenn

• ###### 2. Re: Percentages-Newbie needs help

Hi Heather,

Is this something that you want ?

Thanks.

Rahul Singh

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• ###### 3. Re: Percentages-Newbie needs help

You can edit the label appearence (text) so that you have something like this:  <SUM(Total)>, <% of Total SUM(Total)> , after you added Total in Label twice, one as a sum and the other as a quick calc (percent of total) ... no need for adding twice in rows.

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• ###### 4. Re: Percentages-Newbie needs help

Hi Glenn,

I could present the idea of a tooltip to the team.  Could you tell me how you were able to even get the percentages?  I can't figure that piece out either!  Thank you so much for your help!!

• ###### 5. Re: Percentages-Newbie needs help

Hello Rahul,

Thank you for that idea--I will definitely consider it, but this group is pretty visual.  I'm trying to move them off of pie charts to another type of visual, so we'll see what happens.  I thank you for taking the time to respond

• ###### 6. Re: Percentages-Newbie needs help

Hello Mihai,

Thank you for your response.  I did try to add to the label twice, and was able to manipulate the layout, but I'm definitely doing something wrong before that step because I'm getting 0s for my percentage.  Glen was able to get the correct percentages, but I haven't figured out how to do that piece.  I appreciate your comment about the layout as that is very helpful!

• ###### 7. Re: Percentages-Newbie needs help

Make sure your quick table calc is using the correct partitioning - check the compute using - e.g. table down ...

• ###### 8. Re: Percentages-Newbie needs help

Hi Heather, you c an duplicate the Total field, then drag it into Tooltip on the Marks card.

Right click on the pill, go to Quick Table Calculation, and select "Percent of Total."

The default results will give you percentages for the entire table, so -- still inside the tooltip menu -- go to Computer Using, and select "Pane (down)." Then you can format the results, and choose however many decimal places you want.

I'll post a workbook.

-- Glenn

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• ###### 9. Re: Percentages-Newbie needs help

Thank you, Glenn!!  I was doing the wrong table calculations.  I have a hunch the requester of this report is still going to ask to see the percentage and total on the chart, but maybe he'll surprise me.