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I have a dataset that contains details of customer policies. I am using two calculations below to calculate the percentage that have email preference vs Postal preference.

However there is also a filter being used to look at just the policyholder, or customers that are not the policyholder or both. The filter name is "is_policyholder" and the options are 'Y', 'N', 'All'

The calculated results are not appearing correctly and I am getting results that are over 100% when looking at the two fields when the filter is switched to 'N' or 'All' on tableau e.g Email is showing as 77% and Postal is showing as 61% when 'All' is selected

The calculations I am using are below

code Email Preference calculation

STR(ROUND(COUNTD(IF [CHANNEL_PREFERENCE] = 'Email' then [POLICY_ID] end) / COUNTD([POLICY_ID] )*100, 2)) + "%"

Postal Preference Calculation

STR(ROUND(COUNTD(IF [CHANNEL_PREFERENCE] = 'Postal' then [POLICY_ID] end) / COUNTD([POLICY_ID] )*100, 2)) + "%"

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    Show some sample data. What is the level of detail of the data? that is, what does a single record in the data represent? a Policy? a Transaction? An inquiry? Are there multiple rows that have the same Policy ID? or exactly one? Can Channel_Preference hold values other than Email or Postal? If [Policy_ID] is unique, not repeated in other data rows, then use COUNT() instead of COUNTD() for efficiency Commented Apr 1, 2024 at 2:37
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    Personally, I would leave the calls to STR(), ROUND(), multiplying by a 100 and appending "%" out of the calculated field. Instead have the field return numeric value, usually between 0 and 1. And then use the Default -> Number Format feature to control how values are displayed Commented Apr 1, 2024 at 2:39
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