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How to exclude certain data only from grand total
Дата публикации: Apr 23, 2025
Задача
How to exclude certain data only from grand total.
<Current Behavior>
Sales by all Category is included in grand total
<Desired Behavior>
If you select "Furniture" in parameter, Furniture Sales is excluded from grand total.
And change the title according to parameter value.
Действия
<STEP 1>
Create the Crosstab.
1. Connect to the Sample Superstore from Tableau Desktop.
2. Drag Category to Rows .
3. Drag Sales to Text on Marks.
4. From the Toolbar, select Analysis > Totals > Show Column Grand Totals.
<STEP 2>
Create the calculation that excludes certain data only from grand total.
5. Create a new parameter as following.
6. Right click on [Select Category Excluded from Total] -> Show parameter.
7. Create a new calculated field as following.
Name :Total Sales
Calculation : {FIXED :SUM([Sales])}
8. Create a new calculated field as following.
Name :Sales Excluded from Total
Calculation :{FIXED :SUM(IF [Category]=[Select Category Excluded from Total] THEN [Sales] END)}
9. Create a new calculated field as following.
Name :Grand Total Excluded Certain Category
Calculation :IF WINDOW_MIN(MIN([Category])) = WINDOW_MAX(MAX([Category]))
THEN SUM([Sales])
ELSE SUM([Total Sales]) - SUM([Sales Excluded from Total])
END
10. Drag [Grand Total Excluded Certain Category] on [Sales] placed in Text.
11. Right click on [Grand Total Excluded Certain Category] placed in Text -> Edit Table Calculation -> Set as following.
<STEP 3>
Change the Title according to parameter value.
12. Double click on Title -> Enter the following sentence.
Grand Total Excluded <Parameters.Select Category Excluded from Total> Sales
Номер статьи базы знаний
001469012
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