Lab Guide on Calculating Percent Difference in Tableau

8/12/2019 Lab Guide on Calculating Percent Difference in Tableau

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Description:

BISP is committed to provide BEST learning material to the beginners and advance learners. Inthe same series, we have prepared a complete end-to end Hands-on Beginners Guide for TableauThe document focuses on steps involved in creating Calculating Percent Difference AcrossDimensions using Tableau .Join our professional training program and learn from experts.

History:

Version Description Change Author Publish Date

0.1 Initial Draft SurbhiSahu 21stFeb 2014

0.1 Review#1 Sumit Goyal 29thFeb 2014


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Contents

Calculating Percent Difference Across Dimensions ........................................................................ 3

Data Source as Access ................................................................................................................... 3

Create a view with .................................................................................................................... 11

Add more Dimensions .............................................................................................................. 12


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Calculating Percent Difference Across Dimensions"What is the rate of change in sales from last year to this year?" We can make these more complexcomparisons using Table Calculations. Table Calculations are computations we apply to thevalues in the entire table, and they are often dependent on the table structure itself.

Data Source as Access

Most database applications store their information in multiple tables , for accessing theinformation of the whole table we have require to access multiple tables.

Suppose we wants to import these tables in our tableau worksheet

In this data model OrderDetail is fact table and Product,OrderHeader and country+ are thedimension tables . And Salescountrycode ,ordercode and productTypeCode is the primary key ofthe table 'Country' ,'Fact_Order' and 'ProductType' table.

Step 1)First choose the data source through which we want to

connect as here Microsoft Access is selected.


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Step 2)Then browse for the

location of the access file

then click on open.

Step 3)This will explore all the

tables so first select a single

table, which will be fact table

Step 4)Thencheck the Multiple Tables option.

By using this option we can import

multiple table in our tableau workbook .


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Step 5)Click on Add Table, this will

explore all the table except the

OrderDetailwhich has already

being selected.

Step 6) Then select the table product

here all the fields of product will

explore, we can remove any field bydeselecting from Table Fields. For

create join click on the Joinoption.

Step 7) Select the common field from both table and create join between them by pressing Addbutton After click on the Add Tablebutton the join statement will be created between theproductnumber of the product and productnumber of the orderdetail table. In the table product

productnumber is the primary key but in orderdetail table I will act as a foreign key.


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Step 8)Here three joins are available Inner join ,Left join andRight join.


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Step 10) Then the product table

will be add with orderdetail table. To

add more table click on Add Table

Button.

Step 11) This will explore all the table ,select the table orderheader for import .

Step 12) Now create the

join between the tables

Oderdetail and order header

viaordercode as a

common field.


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Step 13) Now the table orderheader

will added in relation ship with

orderdetail For adding more

table click on the button

Add Table.

Step 14 ) This will

explore all the table,select the table

whichwe want to

import so choose

the table

country_salesbranch

and create the join

using

salesbranchcode

which is similar inboth of the table.

Then create a join

by using Add

button.


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Step 15) Here the three tables

Orderdetail

, country_salesbranch

Orderheader and product will

Added in the connection.

Step 16)This is the query

executing implicitly in tableau.


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Step 17)Tableau ask for the connection

choose the connection Connect live.

Step 18) Now all the table imported in Tableau and Dimensionand Measure will be automatically separate by tableau itself.


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Create a view with

Step 19)

From the Dimensions pane, drag Region to the Columns shelf.

Step 20)

From the Measures pane, drag Sales to the Columns shelf.

Step 21)

On the Columns shelf, right-click Sales and select Quick Table Calculation > Percent Difference.

Step 22)

Right-click Sales again and select Edit Table Calculation.


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Step 23)Select First in the Display the current value as a percentage option in table Calculation dialog box

Now the view shows the percent difference from the North Region. We can see that the sales in theSouth are 22% lower than sales in the North.

Add more Dimensions

Now consider a more complex comparison in which we want to see how products have sold ineach region.

Step 24)

From the Dimensions pane, drag Product -Category to the Rows shelf.

We can see the percent difference from sales in the region for each product category. The eastregion shows zero values because it is the "First" value that all other regions are compared to.


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Step 25)

Heres thefinal chart prepared which gives the comparison on product category sales region wise.

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Lab Guide on Calculating Percent Difference in Tableau