4 Replies Latest reply on Jun 20, 2018 4:33 AM by Jim Dehner

Creating a ratio using items within the same dimension

Philip Donnelly Jun 20, 2018 2:44 AM

I'm new to Tableau, using desktop v10.5. I am wanting to create a ratio to show the extent to which a person managing a project delegates to others (based on their role). My data contains the following columns:

Name

Grade

Project code

Units

I am wanting to display:

Grade

Units

% of total

Manager ratio

It is the manager ratio that I have not been able to achieve. The outcome I want to achieve is as follows (and I can live without the ":1" aspect if that makes things more difficult):

Grade	Units	% of total	Manager ratio
Manager	5500	16%	1:1
Role1	6400	19%	1.2:1
Role2	5800	17%	1.1:1
Role3	6400	19%	1.2:1
Role4	2600	8%	0.5:1
Role5	7600	22%	1.4:1

I have tried different ways, and I can't get the calculation to work, and I can sort of understand why not, based on the aggregation. My searches haven't proved successful either. Is there a way to achieve this? I have enclosed an example twbx file

Thanks very much

Philip

Tableau test workbook package.twbx 19.2 KB

1. Re: Creating a ratio using items within the same dimension

Jim Dehner Jun 20, 2018 3:21 AM (in response to Philip Donnelly)
Good morning
see the attached

as a formula try this
it returns this

it uses this table calculation as the base
then open the green pill (the calculation will default to previous value)
then pull the pill off the shelf and move to measure - you will see the formu that you can modify to meet your needs

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.

Tableau test workbook package_v10.2.twbx 20.6 KB

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2. Re: Creating a ratio using items within the same dimension

Philip Donnelly Jun 20, 2018 3:25 AM (in response to Jim Dehner)

Thank you very much for the speedy reply Jim. I will give that a go, and then confirm if that does the trick.
Cheers
Philip
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3. Re: Creating a ratio using items within the same dimension

Philip Donnelly Jun 20, 2018 4:28 AM (in response to Philip Donnelly)

Thanks Jim, that has had the desired effect.
Philip
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4. Re: Creating a ratio using items within the same dimension

Jim Dehner Jun 20, 2018 4:33 AM (in response to Philip Donnelly)

Glad to help out
Jim
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