Salesforce Consultant Analytics-Con-301 Question # 9 Topic 1 Discussion

To add a line showing the cumulative percentage of sales contributed by each product to the incremental sales in the Incremental worksheet of your Tableau Desktop, follow these detailed steps:

Open the CC Workbook and Access the Worksheet:

From the desktop, double-click on the CC workbook to open it in Tableau Desktop.

Navigate to the Incremental worksheet by clicking on its tab at the bottom of the window.

Calculate Cumulative Sales Percentage:

Create a new calculated field to compute the cumulative percentage of sales. Right-click in the Data pane and select 'Create Calculated Field'.

Name this field "Cumulative Sales Percentage".

Enter the following formula to calculate the running sum of sales as a percentage of the total sales:

(RUNNING_SUM(SUM([Sales])) / TOTAL(SUM([Sales])) [Sales]))

Click 'OK' to save the calculated field.

Add the Cumulative Sales Percentage Line to the Chart:

Drag the "Cumulative Sales Percentage" field to the Rows shelf, placing it next to the existing Sales measure.

Ensure that the cumulative line appears as a continuous line. Right-click on the "Cumulative Sales Percentage" field on the Rows shelf, select 'Change Chart Type', and choose 'Line'.

Adjust the axis to synchronize or dual-axis if necessary. Right-click on the axis of the "Cumulative Sales Percentage" and select 'Synchronize Axis' if it's on a dual-axis setup.

Format the Cumulative Sales Percentage Line:

Click on the "Cumulative Sales Percentage" line in the visualization.

Navigate to the 'Format' pane to adjust the line style, thickness, and color to make it distinct from other data in the chart.

Save Your Changes:

From the File menu, click 'Save' to ensure all your changes are stored.