This quick tutorial shows you how you can calculate percentages and proportions of totals in Tableau, for example how to calculate profit margins
Quite often in Tableau you'll have the need to work out the proportion of one measure to another, or to calculate a percentage. A good example of this is calculating what the proportion of profit it as a percentage of sales (usually referred to as profit margin).
While this may already be pre-calculated in your data one of the main advantages of calculating this within Tableau is that you can then see the proportion at the granularity that you want.
As an example, if you had the profit margin for each order within your data you could use this to compare the profit margin across orders and to also look at an average of the profit margin at higher levels but you wouldn't be able to use this to work out the actual profit margin at various levels such as at a product, region or global level.
With Tableau, calculations are done on the fly depending on the granularity of the data in your view which makes this a lot more flexible and creating these calculations are very simple in Tableau.
The video below runs through how to do this:
<Add link to an example workbook>