7 Replies Latest reply on Jul 30, 2018 10:30 AM by Ken Flerlage

# Calculate Dollar Figure from Percentage of a Sales?

Hi Everyone,

I really hope someone can help with this; I think I've spent way too much time and have probably overlooked something simple. Unfortunately I can't post detailed data, but here is the question:

I have a data set that includes an annual sales number in dollars, as well as a "if you follow a detailed plan you can increase your sales by this much" as a percentage for each product category. I am wondering if there is a calculation that I can do to get Tableau to show the current rolling sales dollar figure in a bar chart, and then on top of it it will show the increased sales dollars via the calculation from the percentage for each category (not just a total percentage calc). Or do I need to add a column in Excel and do it that way?

Again, I have data with:

• Sales in \$
• Potential sales increase %

I need to calculate that % into a \$ figure to show on the graph... I hope that makes sense.

Thank you!

• ###### 1. Re: Calculate Dollar Figure from Percentage of a Sales?

Should be possible, but I think we'll need a better idea about the data. Any chance you can anonymize your data (see Anonymize your Tableau Package Data for Sharing) or create a simple sample with fake data?

• ###### 2. Re: Calculate Dollar Figure from Percentage of a Sales?

Hey Ken,

Thanks so much for the response. I have attached a packaged workbook to the post. Thank you!

• ###### 3. Re: Calculate Dollar Figure from Percentage of a Sales?

What time period are we talking about here? For example, with product category a, you can increase your sales by 0.1% if you follow all the suggestions, but how long does that process take? And how many of those periods do you want to see on your chart?

• ###### 4. Re: Calculate Dollar Figure from Percentage of a Sales?

Ken,

I suppose it would be one years time frame. The rolling sales figure is based on 12 months.

The scenario would be something like:

• the current sales data based on 1 yr
• customer recommended to purchase 'X'
• then ideally within the next rolling sales period (1 yr) after purchase of 'X', sales would increase by % noted.

Does that help?

Thank you for your time on this!

• ###### 5. Re: Calculate Dollar Figure from Percentage of a Sales?

You'd have to do a calculation like the following to see the potential sales after that 1 year period:

[Rolling \$ Sales]* (1+[Sales Potential Increase])

Then you could chart it something like this. Note: I've turned off mark stacking so that the bars overlap. Is this what you're looking for?

See attached workbook.

Another thought would be to build in some calculations so that you can specify the amount of time you want to look at. For instance, "show me the potential sales after 2 years and 2 months". That would be a bit more complex because it would involve calculations similar to those used to compound interest. But definitely possible.

• ###### 6. Re: Calculate Dollar Figure from Percentage of a Sales?

Thank you so much for your help, Ken! This will work perfectly.

• ###### 7. Re: Calculate Dollar Figure from Percentage of a Sales?

Great!