5 Replies Latest reply on Mar 26, 2019 5:52 AM by amar savale

# % Complete Calculated Field

Fairly new to Tableau so I apologize for this question.

I have a field within Excel called Revenue Type.  Within this field are revenue, planned revenue, expenses, planned expenses.  Can I created a calculated field for % of actuals vs planned when all the data types are under one header?  If yes could someone share a quick example.

My display in tableau would be as follows:

Revenue     Planned Revenue     % Actual vs Planned

Or do I need to have my revenue types under separate fields / headers.

OK, sample data and workbook attached.  As stated I would like to add a column after Planned revenue and planned profit that lists the % of actuals.

Thanks

• ###### 1. Re: % Complete Calculated Field

Hi, Tanner

It will be easier if you can provide a sample workbook or sample data.

ZZ

• ###### 2. Re: % Complete Calculated Field

Hi, Tanner

Below is the screenshot of result.

Hope this helps

ZZ

• ###### 3. Re: % Complete Calculated Field

This is exactly what I needed.  I do have two additional questions -

1) why the -1 at the end of the calculation?

&

2) If i wanted to change turn this calculation into point difference.  I would use the same calculation you provided

[Revenue]/

[Revenue Planned]

-1

how or where do I put in the multiply by 100 to get a whole number rather than a percent?

• ###### 4. Re: % Complete Calculated Field

Hi, Tanner

to your 1st question, it is the same as below equation:

(Sum([Revenue]) - sum([Revenue Planned]))/sum([Revenue Planned]) = Sum([Revenue]) /sum([Revenue Planned]) - 1

to your 2nd question, if you want the whole number rather than a percent, please use (100*[Revenue]/[Revenue Planned]) and format as number, not percentage.

Hope this helps.

ZZ

• ###### 5. Re: % Complete Calculated Field

Hi,

Please find the below attachment, if it working then marked as correct and helpful.

1.Right Click On Amount->Quick table Calculations->Percent Difference.

Here i am attached Screen shots for detail only ,You can follow above step directly.

Thanks,

Amar D. Savale