3 Replies Latest reply on Apr 2, 2018 1:10 PM by ce.lin

    Creating Summary Table

    ce.lin

      Hello, relatively new to Tableau and hoping to get some help with a summary table I am trying to create. I have marketing data by categorized by marketing category and if an employee has been with the company for 3+ years. I think this might require a calculated field, but I'm not sure how to go about it. I am able to get it into the following form, but want to get it into a more concise form without showing percentages instead. Any help would be appreciated!

       

      Current Form:

       

      Desired Form:

      Audio/Video Equipment     2/3

      Home Appliances               1/3

      Software                             1/3

      Grand Total                        4/9 

        • 1. Re: Creating Summary Table
          Kaushik Dutta

          Hi @Ce Lin

           

          Here is the solution attached. Now the steps to achieve this :-

           

          Step 1. Create a calculated Field

          _Employee(3+)

          IF [3+ years]='yes' THEN 1

          END

           

          Step 2. Drag below measures to the Text shelf

          _Employee(3+)

          Number of Records

           

          Step 3. Click on the Text tab marked yellow and put this code---->   <SUM(_Employee(3+) )>/<SUM(Number of Records)>

           

          Step 4. Go to Analysis on the top menu bar---->Totals---->Show Column Grand Total.

           

           

          Please make sure to commit this thread as correct if this is what you required or else if you still face some issue in that case let me know.

           

          regards

          Kaushik

          2 of 2 people found this helpful
          • 2. Re: Creating Summary Table
            Kaushik Dutta

            Please select the standard worksheet marked yellow in the below pic. Here is your desired output in tableau circled red.

             

            1 of 1 people found this helpful
            • 3. Re: Creating Summary Table
              ce.lin

              That answers the question if I'm only looking to use the one measure on the table. However, when I add additional measures (say sales) it reverts and I can't edit it again to the same format. Can you help with that?