In the Clean step change the name of the Value column to Running Sum. This means that if you have a field with two values 0 and 1 in a table with 100 rows, this function will return the value 2, unlike COUNT. Analytics Extensions. In addition, Tableau has an "all at once" model where all of the calculations in a particular view are computed at the time the view is updated. It really depends on what you are trying to do. Resources. 2. Explore Forums View All Topics. An excel. In Tableau you would put the IF inside the SUM (well, that's one way, there's definitely a few ways to do this) So something like: SUM(if [District] = 'West' then [Sales] end) I need to basically sum all Story Points if the Start Date is less than the current Start Date for the current row (Story Points Completed). Open a new case. Some examples include: cookies. Enter the following LOD expression: { INCLUDE [Customer Name] : SUM ( [Sales]) } When finished, click OK. ex formulas would be. I use the formula below in calculated field. Note that the sum_range is entered last. ฟังก์ชันการคำนวณตาราง. Looking to replicate the attached excel in Tableau also attached. Unknown file type. Components: Syntax: Example: Functions. We don't need to enter a sum_range. Sum of sales as per region. However using WINDOW_SUM (or TOTAL) means setting the Compute Using settings and ticking all of the fields - see Mark's post about that above. Assuming that the Views field is a numeric measure by default, and the Movie field is a text dimension by default, then just drag Movie to one shelf (such as Rows) and Views to another (such as Columns). I am trying to get the sum sales for current fiscal quarter my fiscal year starts in November, I am trying to get this in calculated field. 3. Upvote Upvoted Remove Upvote Reply. In Excel, with the 5000+ formulas that I created, I can import the data file and within milliseconds my new data is populated. Looking at the image of Formula AutoComplete and the list of arguments, in our example sum_range is D2:D11, the. I would like to calculate the total of all runs (scored by all batsmen) during the DateFirst and DateLatest. Hi, i ran into the following problem and wanted to know if it is even possible to solve: i hope this is readable, if not, I do have the following Datasets with the following calculated field:When you add a measure to the view, Tableau automatically aggregates its values. For example, in the below January data was significantly skewed so Jan benchmark should the CpKPI for Jan and then we re-set starting in February. 2 Examples of Fixed Function in Tableau Profit Sum for each State and Sub-category. Unfortunately, I'm not able to upload my workbook because it contains sensitive information, but below are some screen shots of what I'm trying to accomplish. ) } There are several use cases that may use this general formula. SUM([Sales]) / [State Sales Denominator] You must use SUM() to aggregate sales because State Sales Denominator is an aggregate field (we used WINDOW_SUM on it). Notice with a table, we get the formatting for free. Click the link mark right to data field Sub-Category of the secondary data source Sheet1 (target) 2. 775/1600= 48% – CORRECT Not (50+60+ (-25))/3 = 28%. Hope it helps,The expression SUM([Sales])+SUM([Profit]) may also return NULL, even though aggregations like SUM() ignore NULL values, if the entire sum is NULL. 1. Each cell in the table displays the sum of sales for a particular year and sub-category. Upvote Upvoted Remove Upvote Reply. Insert a new column in the gray-cell table to contain the new month’s data. D on SO tab. CSS ErrorI also created a filter calc to only see data prior to the selected date in the param. Unlike the SUMIF function, which adds values to a sum based on a single condition, SUMIFS can enforce two or more conditions. Adjust the table calculation (compute over Year of Year ). Logical calculations allow you to determine if a certain condition is true or false (Boolean logic). Connect to the Excel file and add [Other Sheet] as input. IFの使い方↓から。. SUM(if [Newtitle]= 'Tenure System Faculty' 'Clinical Faculty' then [Val] END) If someone knows the correct syntax to sum multiple faculty types I would appreciate it. Excel SUMIF and COUNTIF in Tableau by Eric Parker. Step 2: Next, drag the state and sub-category to the respective rows. "show these ratios as two fields in adjacent columns" Hi Eric . Tableau Prep Builder; Excel; Answer 1. These are SUM and IF conditions. In this example, the field is called, Discount Ratio. The first step is to go to the Analysis tab and select the Create Calculated Field option, as shown below. Sum_range should be the same size and shape as range. ; As you see, the syntax of the Excel SUMIF function allows for one condition only. I would like to do a SUM with Company Scores + Person In Charge Score. Please navigate to Analysis Tab and choose the Create Calculated Field (choice to create a calculated field and use sum. Jonathan does an amazing job at explaining the differences between how Tableau calculates things vs how Excel calculates things. 1. In the Calculated Field dialog box that opens, do the following, and then click OK : Name the calculated field. I am wondering if there is any solution / alternative to replicate a similar table in Tableau. To conditionally sum numeric data in an Excel table, you can use SUMIFS with structured references for both sum and criteria ranges. Here is the use case: Project Hours ProLoading. I was trying to use the. Hi LL, Fixed on blank (May be it is trying to SAY NOT FIXED ON ANY DIMENSION ) Just do little experiment with sample superstore . Click on the different cookie categories to find out more about each category and to change the default settings. I have created a column "Calc 2" where the formula changes with respect to text under Measure 2. We use three kinds of cookies on our websites: required, functional, and advertising. Now drag region to ColumnsCalculate sumif function in tableau. The very flexible function SUMPRODUCT can also be used to sum and count similarly to SUMIFS or COUNTIFS. Below. I need a way to calculate the total amount for the days that are checked in a filter. For example, you might want to categorize values based on certain cutoffs. 2. thanks again!! Expand Post. Whereas SUM adds values using addition. The Tableau functions in this reference are organized alphabetically. For example:. This post is the ancestor to Working with Table Calculations in Tableau. The range argument is the range of cells where I want to look for the criteria, A2:A19. in this case if the count is same for the part number i need to arrange in alphabetical order as well. instruction to Tableau to add, average, etc. In the Calculation editor that opens, do the following: Name the calculation, Sales Per Customer. But now i need to get the sum of how many FC, LM, LR its has in the table. What is the difference between SUM and TOTAL functions in Tableau? SUM – is an aggregate function used to sum all the values in an expression. The reason I ask is because, in the more expansive data set, there is data from other sources that I'd like to sum with the total vesting. For example, you might want to categorize values based on certain cutoffs. If you Index has no defects and thus all steps have a defective audit value of 0, the sum will be 0. IF <Condition>. Upvote Upvoted Remove Upvote Reply. The range of cells to sum. Using Tableau; Upvote; Answer; Share; 1 answer. Tableau uses text as the mark type. Unknown file type. Importing And Cleaning Data In Excel. Click apply okay and if I have not add on columns I can sum it up so if I sum it up here I get the same value for each customer I can also change it. The current aggregation appears as part of the measure's name in the view. (Basically sumifs based on the Index Categories column). Using FIXED means putting all of your filters into Context. ex formulas would be. ×Sorry to interrupt. Dan inilah penjelasan input yang perlu kita berikan dalam penulisan SUMIFS. 「TableauでIFがつかいけどよくわからない」「Thenってなに…？」. The syntax of Sumifs is explained below; Sum_Range = This is the sum range or date that must be added. IF文とSUM関数を使って以下のような計算フィールドを作成します。. Using a Table Calculation and the LOOKUP function, you can calculate the value on the same day of the previous month. THEN 1. Download file Book1. Sum_range (required). This video demonstrates how to use SUMIFS Function in an Excel Table RangeWithin Tableau’s user interface, ‘compute using’ is synonymous with setting the ‘addressed’ fields. Unknown file type Book1. Right-click [Category] on the Filters shelf and select Show Filter. Unknown file type. Google search for SUMIF in Tableau. Connect to the Excel file and add [Other Sheet] as input. Why use logical calculations0:00 / 2:33 How to Write a Sumif Statement in Tableau Ynteractive Training 947 subscribers 1. Luckily, we also have the. Excel will sum up all values in column H for which the value in column F starts with ‘prof’. ZN function in tableau changes the null values to 0 (zero). Tableau Desktop & Web Authoring. Copy the date cell from the preceding column to the new column and then update the date as needed. This tutorial will teach you a quick and easy solution - SUMIFS formula with date range as criteria. SUM(IF [Field]=TRUE then 1 else 0 end) or in some cases, it makes sense to return a field like an ID . And i don't want to display the fields value and value 2. Why Tableau Toggle sub-navigation. The map view on the left updates. I am trying to mimic a dynamic SUMIFS formula that takes the value (End Date) and sums the total only if it lands before that rows Start Date and a second field that sums all the story points if ending before the Finish Date. As you type the SUMIFS function in Excel, if you don’t remember the arguments, help is ready at hand. followup to check if you went through the posted solutions. Tableau offers a wide range of built-in functions that can be used in conjunction with conditional statements to perform more advanced calculations. For example, statistical function like Sum, Average, Minimum, Maximum, and Count are some common aggregate functions used in Tableau. I agree with caitlin. ELSEIF [Profit] = 0 THEN 'Break even'. Add Aggregate step as below. Martin Asztalos (Member) 5 years ago. The sum_range is the range I want to sum, D2:D19. Installations & Upgrades. You will see the Total Sales field appear in the Measure Values shelf. . excel. Every function in Tableau requires a particular syntax. I hope this helps. xlsx. Boa Tarde David, Find my approach as reference below and stored in attached workbook version 10. IF <Condition>. Hello all, I am trying to replicate some SUMIFS logic from excel into Tableau. 「TableauでIFがつかいけどよくわからない」「Thenってなに…？」. so I have data as following: date 1 money 1 date 2 money 2 06/08/2018 40 06/09/20182029/09/2018 50 29/08/201855 15/08/2018 60 15/09/201815 15/09/2018 70 15/08/20182508/08/2018 80 08/09/20183507/09/2018 90 07/09/201845 the sumif function is something from excel that is pretty much impossible to replecate in Tableau, and if it's possible most certainly isn't easy or intuitive. Today, we will talk about Window Calculations and the TOTAL() function in Tableau. . Date Amount 1-Oct 100 1-Oct 120 2-Oct 150 3-Oct 200 4-Oct 250 5-Oct 500. 457. Veuillez appliquer la formule suivante dans une cellule vide:conditional sum. x. The map views are now overlapping each other. In the example shown, the. The calculated field, in this case, is called “ # of Customers with Select Sales “. We can see that the chairs and phones sub-categories had the highest sales in every year. Trending Topics. PER Tableau, The sum of distinct values can be found using a table calculation. Tableau利用者の多. What I would like to do is identify those employees that are people. {Fixed [Report Period Date], [Report Period Date]>= [6/30/2019] and [Report Period Date]< [6/30/2020] :sum ( [Sales Total]) } Using Tableau. Tableau will do the SUM() in the background and show the 'totals'. Published: Jul 25, 2022 Updated: Dec 23, 2022. The range arguments must always be the same in SUMIFS. category A, B, C and so on). The option to change the aggregation type of the grand total to something other than Automatic is grayed out. Hi all, I need to create a calculated field in Tableau by leveraging SUMIFS. It only works for Numeric field/value or measures. e. ; Select the. Image Source. Criteria_range1 (required). Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies. [date param]>= [Order Date] Place this in the filter shelf and select True. I am wondering if there is any solution / alternative to replicate a similar table in Tableau. can anyone help? Thanks. the sumif function is something from excel that is pretty much impossible to replecate in Tableau, and if it's possible most certainly isn't easy or intuitive. The data table is named Table1. To create a Rank or Row_Number calculations, you can use the Calculation editor to write the calculation yourself or if you want a more guided experience, you can use the Visual Calculation. In the example source I have two columns, the 1st column being a list of employee #'s, the second column being. You can choose whether functional and advertising cookies apply. I want to calculate this ratio Ratio (β) = N/D, where. As your other lines of calculation is in aggregation mode, so you need use aggregation for default code as well so when calculating, they are in the same level of detail, apple to apple. This is basically a SUMIFS formula via excel to match the staff code by Tier 1 & 2 to its respective individual profits. Connect to the Excel file and add [Other Sheet] as input. We have downloaded from Tableau Community forum. It will perform aggregation of the first level row in the tableau sheet. In the formula below, the Sales field is an aggregated value (SUM), but the Profit field is a disaggregated value: [ Profit ]/ SUM ([ Sales )] To resolve the issue, apply an aggregation to the Profit field, or remove the aggregation from the Sales field. 2. December 10, 2018. Hi , Please try the below method. The excel sheet is shown below. 5 located in your original post here: Somase ou Sumifs por período Also, for reference, please refer to this response in regards to Excel flow vs Tableau flow. SUM(IF [SALES TYPE] = 'A' THEN [# SALES] END) / SUM(IF [SALES TYPE] = 'B' THEN [# SALES] END) I have date as my columns and I put this calc pill into the rows. ×Sorry to interrupt. Excel spreadsheet. We use three kinds of cookies on our websites: required, functional, and advertising. Appreciate any help that I can get, thank you! Sample Workbook 1. To use SUMIFS like this, the lookup values must be numeric and unique to each set of possible criteria. LOD SUMIF with Condition. Replicating Excel's SUMIFS and MAX formulaes in a Tableau data source as a calculated field. Expand Post. ×Sorry to interruptSorry to interruptTo follow along with the steps in this article, connect to the Sample-Superstore saved data source and navigate to Sheet 1. First, write an if statement. Rody Zakovich. In excel the formula is =countifs(AccountID,[@AccountID],CreatedDate,>[@CreatedDate]). Question: I’m needing to add multiple layers of logic in Tableau, but I don’t want multiple lines of AND options written out. So, if a user selected Oct 1 to Oct 3, the amount would be $570. A small. The actual cells to add, if you want to add cells other than those specified in the range argument. RUNNING_SUM (SUM ([Ncr Qty]))/ RUNNING_SUM (SUM ([Qty Rcvd]))) I wasn't able to get a bar graph with both fiscal years and a line graph with the current fiscal year because the bar graph needs the FY field to be on the columns shelf which prevents a line from connecting the current points. The difficulty is the benchmark time frames can change every month due to inaccurate data. I want to create a SUMIF calculated field that I can use to refer to with other calculations. まだTableauを使い始めて、間もないため、 分かりにくいところもあるかとは思いますが、ご容赦ください。 お伺いしたいことは、タイトルにある通り、重複データを除いたうえで、集計したいということです。Example 2. Some examples include. We use three kinds of cookies on our websites: required, functional, and advertising. Not to worry though! All the functionality of those Excel functions can be replicated in Tableau if you know how to work the system! :) Check out this video to learn how you can use the IF, SUM and COUNT functions to. General Information. For each mark in the view, a Moving Calculation table calculation (sometimes referred to as a rolling calculation) determines the value for a mark in the view by performing an aggregation (sum, average, minimum, or maximum) across a specified number of values before and/or after the current value. SUMIF Function. In the Table Calculation dialog box that opens, do the following: For Calculation Type: select Difference From. I am new to Tableau and have encountered some difficulties, thus am hoping that someone might be able to help me out! I have attached an example workbook. Up Next: Read How does Tableau recognize is not null in a calculated field in Tableau? Related Posts. Sum(If [Category]='Apple' then [Total_Qty] end)/Sum(If [Category]='Apple' then [Price] end)You can also solve this using data blending. Book1. Hi Tableau Community, I have an excel spreadsheet attached for reference & basically need to replicate the sumifs function in Tableau. I am trying to calculate sum and then percentage of certain values in a Tableau sheet. Here are the steps: 1. Please help!! Area Primary Site Secondary Site Value A yes no 1 B yes no 2 A no yes 1 C no no 3. 今回のテーマはTableauの表計算「TOTAL」と、アナリティクスペイン及び上部「分析」メニューにある合計機能について書こうと思います。この記事はTableau Version 2021. They're all classified as belonging to a specific category (ie. Hello, I have attached a simplified data source for example purpose. I only have one date field (Transaction Date) and every transaction has a transaction id. To sum data by group you can use the SUMIF function or the SUMIFS function. Loading. Repeat for Cost. To conditionally sum numeric data in an Excel table, you can use SUMIFS with structured references for both sum and criteria ranges. Summary. Note: You can only perform quick table calculations on measures in the view. Walking through the steps from above, here’s the entire flow: 1. The automatic grand total is incorrect: it shows. Right click on it and select Quick Table Calculation > Running Total. We will find out the sum of sales as per the region, we are referring to sample superstore data file. Calculations. Expand Post. For example, Sales becomes SUM (Sales). I'm trying to get the total number or sum of rows from a count of items. 例如，您可能发现 Sum 函数返回值 -1. com Tableau FAQs. The column is string / dimension - if I drag it to measurements, it gives 'count' as opposed to sum, which the plots I want to make seem to work with. A small. Tableau aggregates the measure as a sum. 09). The second calculation is to sum the amount if account is not equal to "account" 7820 Or 7831. Story Points at Start = SUMIFS (D:D,C:C,"<="&B2)I've use the Tableau Excel Add in (Installing the Tableau Add-In for Reshaping Data in Excel | Tableau Software) to de-pivot your main data set (this will mean you don't have to create a calculation for each industry). 1. I am trying to sum a range of values based on project name and latest date. but I would prefer to do it in Tableau than add it into the source data. Tableau uses text as the mark type. A field in a calculation is often surrounded by brackets [ ]. Click o1. บทความนี้จะอธิบายถึงฟังก์ชันการคำนวณตารางและการใช้งานใน Tableau. The thing is, I don't think you need to create any IF/ElSE calculations. Right now I am using the LOD calculation below but I am not getting the right values. RUNNING_SUM(SUM([Count Customer's 1st Order])) Right-click and drag [Order Date] into the view;. I have another column by name weights that has values in all cells. I rememberHere's what I did: Created an optimize calc with the formula IF FIRST ()==0 THEN WINDOW_SUM (SUM ( [Value])/Count ( [Category])) END. To sum total value based on a given year, you should specify the first and last date of the year by using the DATE function, and then use the SUMIFS function to sum all values within the specified dates, the generic syntax is: =SUMIFS (sum_range,date_range,">="&DATE (year,1,1),date. I believe you can do this manually in Tableau by creating a calculated field using the (WINDOW_SUM(SUM()) function, or you can just use a quick calculation to calculate a moving sum for the last 12 intervals (and exclude the current), assuming the data on your view is displayed at a month aggregation. below is the calculated field i am using for the same, but when i remove date from rows it shows distinct count as 3. (Link opens in a new window)SUMIF in Tableau. 2 Examples of Fixed Function in Tableau Profit Sum for each State and Sub-category. Its a cash flow i tried to do it by running sum, although the numbers are correct (down and right), the display isnt quite i like it, i only need to display de last value (total) of. Open Tableau Desktop and connect to the Sample-Superstore saved data source. Add a table calculation (percent of total, over Year of Year ). I need to empower the user to select the year & version field from the parameter and results would display for Volume as an example! Similar to the excel spreadsheet. Create a calculation field Diff. I am trying to use the SUMIF condition from excel here in tableau to be able to sum the hours of all projects with a certain condition. Step 1: First, we shall have the requisite data loaded in Tableau, as shown. Community. Workaround. You may need to play around with the date in the fixed, you may need to fix by month and year of date instead. Below is an example of displaying cumulative totals up to the year and month specified in the parameters using Sample-Superstore data. Regards, Rody For example, to count total sales between March 2018 and May 2018, we can use. Trending Topics. I want to calculate sum of no. Actually it's the Window_Sum of Sales - Running_Sum of Sales on the Day before the. The syntax of the SUMIFS function requires that you first specify the values to add up (sum_range), and then provide range/criteria pairs. The next step is to name the calculated field ISDATE False E. I'm trying to sum all of the data in column D that have either a yes in the primary or secondary category, but only include the first instance of that value. row, point, bar, etc…) in the view, and then will return the maximum of those 1s from. 3. Did this article resolve the issue? Subscribe: How to Write a Sumif Statement in TableauSumif is a popular calculation in Excel. Appreciate any help that I can get, thank you! Sample Workbook 1. The calculation is valid because the datatype is string for the category. Hereby shared the sample data and sample tableau packaged workbook for reference. Example 2. The following INCLUDE level of detail expression calculates sum of sales on a per-state basis: { INCLUDE [State] : SUM (Sales)} Type the calculation directly on the Rows shelf, and then change the aggregation to AVG using the field's context menu. In the Analytics pane, under Summarize, drag Totals into the Add Totals dialog, and drop it over either the Row Grand Totals or Column Grand Totals option. To sum values within a certain date range, use a SUMIFS formula with start and end dates as criteria. Here, for example, I inserted the column BA to contain the data for December, 2012. The current aggregation appears as part of the. The point is that to sum between two dates, you need to define both dates while the Excel SUMIF function only allows one condition. The difficulty is the benchmark time frames can change every month due to inaccurate data. Drag the created field onto Text. It seems I didn't consider the first part of the. For example, you would use SUMIFS to sum the number of retailers in the country who (1) reside in a single zip code and (2) whose profits exceed a specific dollar value. Window Calculations allow you to implement a second level of aggregation on top of your basic aggregations, such as SUM() and COUNT(). Hi, In the table below (data attached), what would be the best way to use the [Month #] field to calculate dynamic sums of the last 12 months without using rolling sums?. but to get the values into the data, so you can use them regardless of the VizLoD we can. Show more actions. You don't need to make a calculated field every time you want to see values in Tableau - that's part of the beauty of it. IIF in. But really, without some mocked up data or a workbook, it's difficult to tell if that's workable. When you add a measure to the view, Tableau automatically aggregates its values. Create a calculated field and name it Total sales up to specific year. WINDOW_SUM(SUM([Daily Connected Accounts]), -30, 0), which worked great in a cross-tab (where I have all the dates) - but not so great in the view with the filter for the last date. So, using our narrative sounds like this “add up the Sales column, but only include those rows where the Rating column is equal to 9. Santa Monica, California, United States. The SUMIF formula returns the sum of cells based on one criterion (a result that matches one condition). To conditionally sum numeric data in an Excel table, you can use SUMIFS with structured references for both sum and criteria ranges. SUM Volume / Sum Hours => SUM([Sum of Volume]) / SUM([Sum of Hours]) AND . How can one perform a "Running_Sum" over a specific ("fixed") dimension? I have a "joined" and "blended" table, with the following columns: (1) Product, (2) Demand and (3) Dates I want to accumulated. Upvote. Note, SUM can. Grovbolle Desktop CP, Server CA • 4 yr. About Tableau. To start the conversation again, simply ask a new question. In the file we have 5 customers and 8 accounts and 44 orders and the accompanying value (positive and negative) What I am trying to do is sum orders by account by customer. Syntax: SUM(Expression) Example: To demonstrate these Tableau aggregate functions, we’ve to use the Calculated Field. With the above formula, sales of 100 would group as “Medium”. The SUMIF function syntax or formula has the below-mentioned arguments: Range: (Compulsory or required argument) It is the range or array of cells that need to be evaluated by your criteria, e. followup to check if you went through the posted solutions. Apple is part of fruits table so I would like to show this formula in a field on the tabular report. This article introduces logical functions and their uses in Tableau. I get a sum of how many LR it has. [Index Categories] on the Rows shelf, and SUM([Impressions]) next to it, though, to arrive at the same answer I would. Sorted by: 2. Please see the attached tableau file. SUM(), just like AVG(), MIN() etc. I'm trying to get the total number or sum of rows from a count of items. Expand Post. Tableau automatically applies the SUM () aggregation and returns the number of records for the entire data source, and that is what is on the Color Legend - 1,318 records in this case: 2) Drag the Opportunity ID dimension to Rows. By using the row-level version of this calculation, you are creating a dimension, which you could bin and then draw a histogram. 5. Tableau now computes the SUM (Number of Records) for each. The State needs to. Drag the Region dimension to Rows and drop it to the left of Sub-Category. In the example shown, the formula in J8 is: =INDEX (C6:G10,MATCH (J6,B6:B10,1),MATCH (J7,C5:G5,1)) Note: this formula is set to "approximate match", so. CSS ErrorI am new to Tableau and trying to create something similar to sumifs in excel. Hi Sameer, Find my approach below, Create a calculated field (Filter) to apply filter on your Column 1. OR [Category] = "Event Revenue"Ideally, I would like to be able to sum the amounts in a way in which a purchase amount of 5 and a -3 back from a returned item from the same location would sum an amount of $2 spent. Before we learn to calculate the sum between two dates, let’s understand the complete syntax of the Sumifs function, which we will use. I would like to add a column to display sum of sales for a passed CLOSED period. Required cookies are necessary for basic website functionality. Workbook: SUMIF in Tableau. From the Data pane, under Dimensions, drag Region to Color on the Marks card. As before, the sum_range is the Total column, and the criteria_range is based on the. Here are the steps: 1. Installations & Upgrades. table and created a a Look-Up tab (and added in the Industry next to the company column, so the 'join. นำไปใช้กับ Tableau Cloud, Tableau Desktop, Tableau Public, Tableau Server. tableau does not take into account the null values, what you can do is that instead of null you put a 0. Sum, average, and median are common aggregations; for a complete list, see List of Predefined Aggregations in Tableau. This will produce a total sum of sales no matter what, and then you could create a calculated field as Nicarus suggested in his answer, even though this one should be more flexible: SUM ( IIF ( [Fruit] = "Apple", [Sales], 0) ) / SUM ( [Total Sales] ) Read more about the power of LOD Expressions on Tableau blog. Did this article resolve the issue? Thank you for providing your feedback on the effectiveness of the article. Sum values by year in Excel with SUMIFS and DATE functions. Now I would like to aggregate the same calc 2 at Measure level. 3. >25% Confidence. 1) Drag the Number of Records measure to Color. ×Sorry to interrupt. Excel works on a cell by cell basis - tableau and all other d/b systems operate on a dimension basis (like an entire column in excel) Glad to help out. SUMIFS in Tableau.