See the complete Steps below in Explanation:
Explanation:
To compute the required calculations and update the worksheet in Tableau Desktop, follow these steps:
* Compute Average Sales by Segment for Each Category and Year:
* Open the CC workbook and navigate to the Categorical Sales worksheet.
* Drag the 'Sales' field to the Rows shelf if it's not already there.
* Drag the 'Segment' field to the Rows shelf as well, placing it next to 'Category' and 'Year'.
* Right-click on the 'Sales' field in the Rows shelf and select 'Quick Table Calculation' > 'Average'.
This will compute the average sales for each segment within each category and year.
* Create a Calculation for Year-over-Year Percentage Change:
* Right-click in the data pane and select 'Create Calculated Field'.
* Name the calculated field something descriptive, e.g., "YoY Sales Change".
* Enter the formula to calculate the year-over-year percentage change:
(ZN(SUM([Sales])) - LOOKUP(ZN(SUM([Sales])), -1)) / ABS(LOOKUP(ZN(SUM([Sales])), -1))
* Click 'OK' to save the calculated field.
* Replace the Original Measure with the Year-over-Year Percentage Change in the Crosstab:
* Remove the original 'Sales' measure from the view by dragging it off the Rows shelf.
* Drag the newly created "YoY Sales Change" calculated field to the Rows shelf where the 'Sales' field was originally.
* Format the "YoY Sales Change" field to display as a percentage. Right-click on the field in the Rows shelf, select 'Format', and adjust the number format to percentage.
* Save Your Changes:
* From the File menu, click 'Save' to ensure all your changes are stored.
References:
* Tableau Help: Offers guidance on creating calculated fields and using table calculations.
* Tableau Desktop User Guide: Provides instructions on formatting and saving worksheets.
These steps allow you to manipulate data within Tableau effectively, using table calculations to analyze trends and changes in sales data by category and segment over years.