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Calculating Inclusive Percentile Rank


Published: 01 Nov 2016
Last Modified Date: 02 Nov 2016

Issue

How to calculation inclusive rank percentile in Tableau Desktop, which is the PERCENTRANK.INC function in Excel.
 

Environment

  • Tableau Desktop

Resolution

The attached example workbook uses the sample data set Superstore to demonstrate the following directions:
  1. Create a calculated field with a name like "Inclusive Percentile Rank" with a calculation similar to the following:
    ( RANK( SUM( [Sales] ), 'asc' ) - 1 ) /
    ( WINDOW_SUM( COUNTD( [Customer ID] ) ) -1 )
  2. Drag [Inclusive Percentile Rank] onto Text on the marks card

Additional Information

The basic formula for inclusive rank percentile is:
<number of values lower than a given value>
/
<total number of values in the data set excluding the given value>
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