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.
→ Let’s create a calculated field called “Size”:
→ And another one called “Measure for Sales”:
IF [Size]=1 THEN SUM([Sales] ELSE SUM([Sales]/TOTAL(SUM(Sales)) END
→ 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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