
1. Re: Calculating total by day, and then by person
Graeme Ord Jan 12, 2018 7:48 AM (in response to Mike Dragga) 
2. Re: Calculating total by day, and then by person
Jim Dehner Jan 12, 2018 8:21 AM (in response to Mike Dragga)Hi Mike
I'm a little confused about where the issue is
see your workbook attached
This is nothing but using the grand totals and subtotals in the Analytics tab
or you can get the subtotals and details
Jim
If this posts assists in resolving the question, please mark it helpful or as the 'correct answer' if it resolves the question. This will help other users find the same answer/resolution. Thank you.

Sample (10)_v10.2.twbx 40.1 KB


3. Re: Calculating total by day, and then by person
Mike Dragga Jan 15, 2018 7:22 AM (in response to Mike Dragga)Hey guys,
Thank you both for the input! Both posts are helpful, but neither actually gets me quite what I need. I need calculations (unless I can somehow do this using the total/subtotal from the Analysis menu?) that return those values as numbers for me that I can use for further calculations. I need to get to percentages of dispositions per day and then per week, so for instance where Mike had a total of 78 on 1/10 I need to be able to divide the specific dispositions by that total (A% = 13/78 = 16.66%, B% = 3/78 = 3.85%, etc) I also need the weekly total of dispositions by code (per agent) and then just the total dispositions per agent regardless of code so I can determine the weekly percentages.
If it would be easier (or better) I can modify my query to return 1 for every dispositioned call and let Tableau handle all the counting and summing and totaling, I'm just not sure how to attack it from that angle either.
I can try to get a better sample workbook if that would help?
Thanks!

4. Re: Calculating total by day, and then by person
Graeme Ord Jan 15, 2018 7:28 AM (in response to Mike Dragga)If you provide a workbook of some of the examples you want, be happy to take a look

5. Re: Calculating total by day, and then by person
Mike Dragga Jan 15, 2018 10:46 AM (in response to Graeme Ord)Here is a workbook with a larger dataset where I can hopefully explain what I'm after.
I want to see the percentage value for each disposition per agent per day (and then per week) so I need to be able to total the number of dispositions they have on any given day to calculate that. The image above is my end goal in a daily view (with all days showing % values), and then as mentioned I also want to be able to do the same thing in a weekly view.
It's entirely possible that this can't be done in Tableau and I need to connect to a second query for that total. I just feel like there has to be a way to total the columns and have it as a usable number within the worksheet.

Sample2.twbx 110.0 KB


6. Re: Calculating total by day, and then by person
Jim Dehner Jan 15, 2018 10:46 AM (in response to Mike Dragga)Hi
see the attached
this will give you the total by day by person  it becomes the divisor in the percent calcualtions
this is the % calcualtion
On a daily basis they return this
if you just look at weeks it looks like this
Jim
If this posts assists in resolving the question, please mark it helpful or as the 'correct answer' if it resolves the question. This will help other users find the same answer/resolution. Thank you.

Sample (10)_v2v10.2.twbx 66.3 KB


7. Re: Calculating total by day, and then by person
Mike Dragga Jan 17, 2018 7:36 AM (in response to Jim Dehner)Thank you so much for that Jim! I didn't have much time to look at this yesterday, but that is exactly what I needed for a daily calculation.
However, when I apply the formula to the weekly view on my data (or even on the sample data) the percentages for the weekly view are adding up to more than 100% for all employees. Specifically referring to the first sample workbook I provided (and the last one you uploaded with formulas) Andrea's weekly percentages add up to 105.24%, Mike adds up to 109.48%, Joe adds up to 100.01%, etc.
Do you have any insight into why that would be happening or what needs to change in the calculation to allow the weekly percentages to calculate properly?

8. Re: Calculating total by day, and then by person
Jim Dehner Jan 17, 2018 7:57 AM (in response to Mike Dragga)1 of 1 people found this helpful