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I am trying to work out if Tableau can calculate formulas which I currently calculate in Excel and would appreciate some advice!

 

I have already created a simple formula (screenshot below) with dummy data which divides appointed figures by shortlisted figures - the results are listed in the final column (Appointment Likelihood.)

 

What I need to know is can I get Tableau to calculate the relative likelihood of appointing a female candidate versus a male candidate? The formula we usually use to get this in Excel is female appointment likelihood divided by male appointment likelihood; that is, the red figure in the screenshot below divided by the blue one.

 

We would want to do this for all regions, ie. EoE and London.

 

Hope this makes sense!

How do I create a calculated field that looks at individual values?

21 answers
  1. Jun 6, 2021, 7:40 PM

    @Louise Lyster​ The easiest way to get around the aggregation error and the problem of the ratio being 1 (because both IF statements return the same value) is to allow Tableau to do the Appointment Likelihood calculation

    { FIXED [Region],[Gender]:SUM([TOTAL Appointed])/SUM([Shortlisted])}

    Then the relative calculation is

    {FIXED [Region]: SUM(IF ([Gender])='Female' THEN [_LoD Appt Likelihood by RegionGender] END)}

    /

    { FIXED [Region]:SUM(IF [Gender]='Male' THEN [_LoD Appt Likelihood by RegionGender] END)}

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