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I have a database of sales with these columns - date, region, product. I have a viz that calculates the sales using various filters such as total sales for 2016, 2017 and sales for product A, B etc. The profit is a flat 30% of the sales number and isn't a field in the database but can be calculated as a function of the sum of sales. How do I make sure that the profit number stays dynamic and is calculated based on the filter applied (year, product, region). So for e.g. if a worksheet shows sales for 2016 then the profit is calculated for 2016 and not for all the years combined. I am not sure how to do this and if this is a table calculation feature or if I need to set up my database differently. Thank you very much in advance for your time and guidance.

2 answers
  1. Dec 2, 2019, 2:48 AM

    Hello Sarah,

     

    According to your description, there's no profit value in the data, but a constant profit rate 30%.

     

    So just simply create a calculated field to get profit

     

    [Sales] * 0.3

     

    The result works with filters.

     

    The screenshot is a sample created with superstore sample dataset.

    Hello Sarah, According to your description, there's no profit value in the data, but a constant profit rate 30%. So just simply create a calculated field to get profit [Sales] * 0.

     

    If there's any misunderstanding with the problem, please provide a sample workbook or some sample data for further advices.

     

    Regards

    Lei

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