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Percentage Analysis

This analysis shows the total number (the count) of loan applications in a bank's database, broken down by loan agent, as well as by applicants' marital status, race, and gender. Loan agent Christy Scion processed the loans of 58 unmarried Caucasian males. The shortcoming of this analysis, however, is that we might like to see relative percentage breakdowns. We might want to know, for instance: What percentage of Christy's Caucasian applicants are unmarried males? Additionally: How does this percentage compare with that of other loan agents?
An analysis showing the total number of loan applications in a bank's database.
 
 
You can turn on Percentage analysis with 1 click. In this case, select Analysis > Percentage of > Column in Pane.
 
Select percentage analysis by selecting Analysis > Percentage of > Column in Pane.
 
 
 
Loan counts are now expressed as a percentage of all loans within the same column of a pane. You can see, for instance, that every column in every pane of the table sums to 100%. This allows you to answer additional questions. For example, male applicants represent 54.25 percent of Christy's applications from unmarried Caucasians. A quick visual comparison makes it clear that this percentage is the lowest of all loan agents. This discovery may show a violation of bank rules requiring unbiased applicant sorting with regard to demographic characteristics.
 
The same analysis as above with percentages of columns in each pane turned on.
 
 

To Learn More

  • Try all seven percentage options on the Analysis > Percentage of menu.
  • Learn more about percentage analysis by searching for Percentages in the Tableau Online Help.
  • Contact Tableau Technical Support at: (206) 633 3400 x513
  • Learn this trick and many more at the Tips and Tricks index. Don't forget to bookmark it.