How to display subtotals as percentages

Even though table visualizations are not the best way to understand our data and obtain actionable insights, sometimes we need a bit of detail in our lives, so let’s see how we can make the best of it. Today we’re going to build a table and show the subtotals as percentages by using only one measure.

Step 1: Connect to data

→ In Tableau Desktop, connect to Global Superstore data provided by Tableau.

Step 2: Create the necessary calculations

Let’s create a calculated field called “Size”:

SIZE()

And another one called “Measure for Sales”:

IF [Size]=1 THEN SUM([Sales] ELSE SUM([Sales]/TOTAL(SUM(Sales)) END

Step 3: Build the visualization

By using Category and Sub-Category on rows and the month of Order date on columns, let’s build a table showing the sum of sales on text

Bring “Category” and “Sub-Category” to rows

Add “Order Date” on columns

Add “Sales” to Text as a SUM

From the Analysis menu, let’s add the totals and subtotals on top.

Analysis:  Totals, Show Columns Grand Total

Analysis:   Totals, Add All Subtotals

Analysis:   Totals, Column Totals to Top

Bring “Measure for Sales” on Text and since this is basically a nested table calculation, we will need to make sure that both table calculations from here will compute using Category

We can now remove the SUM(Sales) from the visualization and format Measure of sales:

Pane: Default numbers as currency

Pane: Totals numbers as percent

Pane: Grand Totals numbers as currency

We can also change the labelling for Totals so that it changes to “% of Total”

Right-click Total, Format Header: Totals label as “% of Total”

Other colour or font formatting may be used to make the table more interesting and there it is, we can now see how much each category contributes as a percent of the total sales!

Watch the video tutorial here:

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