Please attach packaged workbook, or at least some data with excel or something.
1 of 1 people found this helpful
You just need a couple of simple calculations to get what you're looking for.
Your first concern: "First, because it is dealing with money, there are negative percentages in some of the calculations. Is there a way to force these percentages to all be positive?"
Is solved by:
*You can replace Profit Ratio with whichever percentage measure you're working with.
Your second concern: "The second question is some of the percentages go over 100%. Is there a way to cap the percentages at 100 and not go over?"
Is solved by:
To get values that look like:
As you can see for Order ID 'CA-2014-101147' the original profit ratio was -265% which is then converted to a positive by Absolute Profit Ratio to produce 265% which is then capped by Profit Ratio Cap to produce 100%.
I've attached the packaged workbook. I saved this workbook in 10.3, however, this solution will work with any Tableau version.
I knew it was probably way easier than I was making it. Playing around with Tableau was much as I was, I was just getting deep in the quick sand and thinking it was more difficult than it should be.
This worked perfectly.
No problem Rick, I have that same issue too sometimes!
Please mark the answer as correct whenever you get a chance.
So maybe you can help me with the charts as they seem to be different using your approach above.
When I create a chart, the percentages are correct:
However, I am trying to create a line graph where you can select the teams. Now when I have all the team combined, the line graph percentage is correct:
However, when I filter down to a team, it shows up incorrect. This graph should match the 1st chart.
Not sure why this is calculating differently.