Rank calculations in Tableau - Dashboard Guide

Dashboard Mode - Rank calculations

Business Question

Which products have the highest sales, and how do they rank compared to others?

Sample Data

Product	Category	Sales
Alpha	Electronics	300
Beta	Electronics	450
Gamma	Furniture	200
Delta	Furniture	500
Epsilon	Office Supplies	150
Zeta	Office Supplies	400

Dashboard Components

• KPI Card: Total Sales
  Formula: SUM([Sales])
  Result: 2000
• Table: Product Sales with Rank
  Columns: Product, Category, Sales, Sales Rank
  Rank Formula: RANK_UNIQUE(SUM([Sales]), 'desc')
  Result:
  

  Product	Category	Sales	Sales Rank
  Delta	Furniture	500	1
  Beta	Electronics	450	2
  Zeta	Office Supplies	400	3
  Alpha	Electronics	300	4
  Gamma	Furniture	200	5
  Epsilon	Office Supplies	150	6

• Bar Chart: Sales by Product
  X-axis: Product
  Y-axis: Sales
  Bars ordered by Sales descending
  Visual shows highest sales on left

Dashboard Layout

+----------------------+-----------------------+
|      Total Sales      |    Sales by Product    |
|       (KPI)           |       (Bar Chart)      |
+----------------------+-----------------------+
|       Product Sales with Rank Table           |
+-----------------------------------------------+

Interactivity

A category filter allows users to select one or more categories (Electronics, Furniture, Office Supplies). When a category is selected, the Total Sales KPI, the Sales by Product bar chart, and the Product Sales with Rank table update to show only products from the selected categories. The rank recalculates dynamically based on filtered data.

Self Check

If you add a filter to show only the 'Electronics' category, which products remain and what are their sales ranks?

Answer: Products 'Beta' and 'Alpha' remain.
Sales ranks update:
- Beta: Rank 1 (Sales 450)
- Alpha: Rank 2 (Sales 300)

Key Result

Dashboard showing total sales, product sales ranked by amount, and sales distribution by product with category filtering.