6 Replies Latest reply on Aug 9, 2018 11:53 PM by Tausif Kazi

# Calculate Customer Sales % per year separately

Hi Team,

PFA the required sheet with requirements added into the same.

I want to calculate the sales % per employee for different dates which are PY (Jan 2017 to Dec 2017) and PYTD (Jan 2018 to Jun 2018). (Dates can be dynamic in nature)

I have 2 columns PY Sales and PYTD Sales which will have text values based on the calculated fields.

Please see the data file. I have added formulas in the file and the required Output in the other sheet.

Regards,

Tausif.

• ###### 1. Re: Calculate Customer Sales % per year separately

Hi, Tausif

Not sure what exactly you want to achieve, for example, most of your data only has one year data, and how to generate PY figures?

ZZ

• ###### 2. Re: Calculate Customer Sales % per year separately

Hi Zhang,

I want to see % for 2017 per customer and same as for 2018.

For eg : if total sales 100k and cust1 have sales of 10k and 20k for 2017

and 2018 respectively then i should get values as 10% and 20% for the years.

And based on this values i will create Calculations for the Text.

See the output sheet in attached file.

Regards,

Tausif.

On Wed, 8 Aug 2018 at 8:14 PM, Zhouyi Zhang <tableaucommunity@tableau.com>

• ###### 3. Re: Calculate Customer Sales % per year separately

Hi Zhang,

Let me make is simple.

I want to calculate percentage per customer for the year 2017 which will be

PY.

I want to calculate percentae per customer for the year 2017 again which

will be PYTD i.e Jan to June.

So now if % age exceeds 100% for the year 2017 PY Then i will update the

text mentioned in the excel.

Again for PYTD i have to check the same.

If you give me Calculations to find % age of cuatomer for each year and

period then i will guide you the next step or i will try to do from my end.

Let me know if you have any questions.

Thanks,

Tausif.

• ###### 4. Re: Calculate Customer Sales % per year separately

Tausif,

Here you go

Attached is the workbook.

• ###### 5. Re: Calculate Customer Sales % per year separately

Hello Tausif

Calulation Used:

1.

SUM([YTD Sales 2018])

/

SUM([PY Sales 2017])

2.

sum([YTD Sales 2018])

/

SUM([PYTD Sales 2017])

1 of 1 people found this helpful
• ###### 6. Re: Calculate Customer Sales % per year separately

Thanks Nitin!!

Your solution was perfect for what i was looking for.

Will let you know if i need further assistance on this.

Thanks,

Tausif.