Tableau Helpful Tip – Adding Subtotals & Totals to Data Sources
Tableau supports grand totals and subtotals for both relational and multidimensional data sources. This blog posting will describe how to enable this feature for both sources.
To enable totals within Tableau, you will need to do the following:
- For Columns, Select Table -> Grand Totals for Columns
- For Rows, Select Table -> Grand Totals for Rows
To enable subtotals within Tableau, you will need to do the following:
- For a Specified Field, Select the filed that you wish to add the subtotal for and then right click and select Subtotals
- For all Rows and Columsn, Select Table -> Add All Subtotals
Remember, when you enable totals using the out of the box method, the calculation is done on the server (by default). Leveraging the multidimensional data source with this out of the box methodology can potential skew data coming from the server. For this, you will need to do the calculation locally. To switch to a local calculation, you will need to:
- Right click the measure that you wish to display the total for and select Total Using.
- Then select an aggregation from the resulting window that appears.
That’s it! With this in place, you will be able to quickly and easily add in subtotals and totals to your rows and columns within Tableau.
Written by:
Dorian D. Regester
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