Arithmetic calculations in Tableau - Dashboard Guide

Dashboard Mode - Arithmetic calculations

Dashboard Goal

Understand sales performance by calculating total sales, average sales per order, and profit margin using simple arithmetic calculations.

Sample Data

Order ID	Sales	Cost	Quantity
1001	200	150	4
1002	450	300	10
1003	300	200	6
1004	150	100	3
1005	400	250	8

Dashboard Components

• KPI Card: Total Sales
  Formula: SUM([Sales])
  Result: 200 + 450 + 300 + 150 + 400 = 1500
• KPI Card: Average Sales per Order
  Formula: AVG([Sales])
  Result: 1500 / 5 = 300
• KPI Card: Total Cost
  Formula: SUM([Cost])
  Result: 150 + 300 + 200 + 100 + 250 = 1000
• KPI Card: Profit Margin (%)
  Formula: (SUM([Sales]) - SUM([Cost])) / SUM([Sales]) * 100
  Result: (1500 - 1000) / 1500 * 100 = 33.33%
• Bar Chart: Sales by Order ID
  X-axis: Order ID
  Y-axis: Sales
• Table: Detailed Orders
  Columns: Order ID, Sales, Cost, Quantity

Dashboard Layout

+----------------+----------------+----------------+
| Total Sales    | Average Sales   | Profit Margin  |
| (KPI Card)    | per Order (KPI) | (KPI Card)     |
+----------------+----------------+----------------+
|                Bar Chart: Sales by Order ID          |
|                                                    |
+----------------------------------------------------+
|                Table: Detailed Orders               |
+----------------------------------------------------+
    

Interactivity

A filter for Order ID allows selecting one or multiple orders. When applied:

• All KPI cards update to reflect the filtered orders' sales, cost, and profit margin.
• The bar chart updates to show sales only for the selected orders.
• The detailed table shows only the filtered orders.

Self Check

If you add a filter to show only Order ID 1002 and 1005, which components update and what are the new Total Sales and Profit Margin?

Answer:

• Components updated: All KPI cards, bar chart, and table.
• New Total Sales = 450 + 400 = 850
• New Total Cost = 300 + 250 = 550
• New Profit Margin = (850 - 550) / 850 * 100 = 35.29%

Key Result

Dashboard showing total sales, average sales, profit margin, sales by order, and detailed order data with interactive filtering.