Tableau Desktop Certified Associate: Exam Guide

Example 1 – lifetime sales value

Using the Global Superstore dataset, we want to represent the lifetime sales value of our low-profit subcategories in 2013.

We define a new calculated field, Lifetime Sales Value, as {FIXED [Subcategories] : SUM([Sales])}. This will calculate the total sales by subcategory, regardless of any dimension filters set. Therefore, if we filter for orders placed in 2013 as a dimension filter, and compute Profit Ratio (defined as SUM([Profit]) / SUM([Sales])), Sales, and Lifetime Sales Value, we have the following:

While the Tables subcategory is not profitable in 2013, with sales of $202,364, it generated $757,042 ...