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Calculating the Year Over Year Difference of the Percent Of Total


Published: 09 Mar 2016
Last Modified Date: 06 Sep 2019

Question

How to obtain the year over year difference of the percent of total of a measure.

Environment

Tableau Desktop

Answer

Option 1

Use the built-in Table Calculation by right-clicking on the desired measure and selecting Quick Table Calculation, and then selecting Year over Year Growth. 
Selecting this option will automatically convert the measure and format it into a percentage. 

Option 2

Create two calculated fields to achieve the same result: 
  1. Select Analysis > Create calculated field
  2. Name the calculated field "Percent Of Total"
  3. Enter the following formula and click OK
    SUM([Sales]) / TOTAL(SUM([Sales]))
  4. Select Analysis > Create calculated field
  5. Name the calculated field "Percent Difference"
  6. Enter the following formula and click OK
    (ZN([Percent Of Total]) - LOOKUP(ZN([Percent Of Total]), -1)) / ABS(LOOKUP(ZN([Percent Of Total]), -1))
  7. Right-click the new measure "Percent Difference" and select Format, then format the field as a percentage. 
  

Additional Information

To view the above steps in action, see the video below.
Note: the video has no sound.
 

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