I have accomplished adding totals to the bottom of each Group, but I would like them to only sum the Markdown Units, excluding the Full Price. Applies to: Tableau Cloud, Tableau Desktop, Tableau Public, Tableau Server. Within Tableau’s user interface, ‘compute using’ is synonymous with setting the ‘addressed’ fields. Where I have null P_L_Revenue and $40,000 in BP_Revenue_Target, I do not get 0, ELSE 2 comes in to. Any help is appreciated! Expand Post. Hope this helps you. twbx. In the Data pane, open the Location folder and double-click State. add mdy filter to context. This function returns NULL if the target row cannot be determined. Hi Sameer, Find my approach below, Create a calculated field (Filter) to apply filter on your Column 1. Criteria1. The Table Calculation dialog box expands to show a second panel: In the second panel, choose Percent Difference From as the Secondary Calculation Type. Hi Bhuependra, Try SUM([Your Data]+[Your data])/SUM([Your Data]). I am giving solution on the basis on previous sampled data. {FIXED [Name], [Month]:SUM ( [Amount])} Next, I created another Calculated field and named it as TotalSpentForAllMonths, and used a FIXED level of Detail Expressions with the following expression: 1. 1. 39 KB. Ideally, I want the margins for A to be displayed as 300 (150+100+50), but tableau displays it as 450 because of the duplicate values. Workbook to go with the SUMIF in Tableau Post. (Data source is column A to H. You can leverage the following view to show the profit sum for each state and sub-category: Step 1: Create calculated fields with the details {FIXED [State]:SUM ( [Profit])}. followup to check if you went through the posted solutions. 33%, 3/15 = 20. saveAsImage. Hello all, I am trying to replicate some SUMIFS logic from excel into Tableau. One suggestion here- Create groups in Tableau (by right clicking the field instead of having these through calculations). Unknown file type brand_share_test. Articles; Whitepapers; Developer Program; Partners Toggle sub. Build a Data Culture. The ATTR function evaluates all the members within the field and returns a value if 1) there is only a single value (MIN = MAX) or 2) all members are identical (MIN = MAX) else it returns "*". A small. Add [data] as input and join with Aggregate step above as below. In tableau you have dis- aggregate data that you can aggregate once to form a sum, average, min, max etc - you can't aggregate the aggregate - but in your example above if you pull the name field off the viz and limit the date to year you will get the result you are looking for - it will aggregate at the level of the detail on the vizHello, I am very new to Tableau and I am having difficulty in replicating the SUMIF function in Excel into Tableau. Sum up to previous month last date only [Year to previous Month] sum(if[Order Date]<=[previous Month last date] then [Value] end) You only need to consider the latest year to cut the latest month. Dev (Pop). =SUMIF (A2:A5, “Apple”,Simple Sum. The previous aggregate to see if the column "DividingNumber" is between or equal to the current & previous aggregate. Moving Sum as a Calculated Field? Why Tableau Toggle sub-navigation. Tableau creates separate axes along the left margin for. For example I'm not sure if your familiar. What is Tableau Sum and Running Sum? Sum. the If function tests the condition, and depending upon the condition result, it will return the output. Click the link mark right to data field Sub-Category of the secondary data source Sheet1 (target) 2. 6. Tableau Calculations are heavily dependent on the view. END. How would i write this?I was getting correct value for SUM({ INCLUDE [Shipment Gid]: AVG([Total Shipment gross weight])}) but when I give a IF condition I'm getting an error, I want SUM of Total shipment gross weight for different modes like 'AIR', 'GROUND' and 'OCEAN'The general formula for calculating a weighted average is as follows: SUM (Weight * Value) / SUM (Weight) The following steps show how to create a calculated field in Tableau and adjust this formula for the attached workbook. Calculations. It actually works in Tableau Desktop. I have a date dimension DATEVAL and I would like a calculated field to return the sum of a measure ( Shipment) if the year equals year today minus one (so 2020 as of today)Region 2,3,4,5 have dozens of line items for a single phase that I have to sum up before I can average them per phase for that region. elseif [Region] ="Nothr" or [Region] ="South" then "Territory2". Loading. Click the SUM (Sales) field on the Marks card and select Edit table calculation. About Pricing. [Target]) 3. In this instance the 7 jobs would be allocated to the second lane in. twbx. For example, if the measures on Table A have a unique row identifier based on Date/Time, use that dimension to remove. Create the parameters as follows; 2. In the Fields section, select the column that you want to sum. 2 and later and on the web in Tableau Cloud. The automatic grand total is incorrect: it shows. Connect to the Excel file and add [Other Sheet] as input. 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. Repeat for Cost. WINDOW_SUM(MIN([Measure1]),0,IIF(FIRST()==0,LAST(),0)) END . Sorted by: 10. I've mocked up (what I think) your base data looks like (where I have a 1 or 2 product. 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. Unknown file type. Hope i clarified my requirement. RUNNING_SUM(SUM([Count Customer's 1st Order])) Right-click and drag [Order Date] into the view;. iv) Inserting SUMIFS to Sum under Column and Row Criteria with Blank & Non-Blank Cells. Drag CO2 Emissions on text. The attached example workbook uses the sample data set Superstore to demonstrate the following directions: Create a calculated field with a name. See Also. Manoj Tableau generates a view based on the attributes of your data, the measures in your data are aggregated based on the dimensions in the view. Here's the formula I'm attempting to use to create a calculated field: = sumifs( Units. Countifs to get the count of suppliers with total spend over 100k by region. If the underlying data is summing multiple values to get to the number shown in the view, it is disqualified from the condition. Click Analysis > Totals > Show Column Grand Totals. The Tableau Sum function is employed to seek out the Sum of records during a column. Write a calculation for the Percent of Total. 43 and 1/4/17 of ($26,718. Note: Tableau Desktop will show one marks card for each copy of container called: Sum(Container) and Sum(Container) (2). In the example shown, the formula in I5 is: =SUMIFS(Table1[Total],Table1[Item],H5) Where Table1 is an Excel Table with the data range B105:F89. So without context of the view, this calculation will first return the value 1 for every mark (e. Level of Detail expressions (also known as LOD expressions) allow you to compute values at the data source level and the visualization level. Now add city to the view: Image 2. Sumifs for OTDM. Answer. 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. Sum_range (required). In Tableau, t. Step 3: In the PivotTable Fields pane, drag the criteria column name (Product) to the Rows section, drag the column you will sum (Sales), and move to the Values section. Step 2:Learn how to build things you never thought were possible in Tableau! Data's Home / Services / team / Blog / Gallery / BubbleBlick / contact / July 20, 2016 Padawan Dojo: SUMIF() in TableauCompound annual growth rate is calculated using the following formula, where N is the number of years: ( (End Value/Beginning Value)^ (1/n)) – 1. Aggregations and floating-point arithmetic: The results of some aggregations may not always be exactly as expected. As I said I can see the running sum if I use Sending/Structure feature. If it isn't, performance may. Next, write the expression as shown below, and click Ok. For more information about the types of table calculations you can use in Tableau, and how you can configure them, see Table Calculation Types. abc 10. Drag Category and Sub-Category to Rows. SUMIF in Tableau. The following FIXED level of detail expression computes the sum of sales per region: {FIXED [Region] : SUM ( [Sales])} This level of detail expression, named [ Sales by Region ], is then placed on Text to show total sales per region: The view level of detail is [ Region] plus [ State ], but because FIXED level of detail expressions. (Basically sumifs based on the Index Categories column). In the following steps, Gross Profit and Operating Income are calculated in Tableau Desktop to create a waterfall chart using these measures. I am new to Tableau and to the community. Take SUMIF and COUNTIF as an example. Tableau aggregates the measure as a sum. An excel file to accompany it would help as well. Hello, im trying to get a information of a table. Dates & Times. Argument name. This can be done many different ways. With a Compute Using on all the dimensions in the view (Group, Category, Calculation2) that means there's only one partition in the view (the entire. Step 2: Enter the sum range from B2:B6. Issue. {EXCLUDE [City] : sum ( [Sales]) } Image 3. Workbook to go with the SUMIF in Tableau Post. IF SUM(AMOUNT) , GROUP BY SALE , BIN it under " > 1000 and < 2500 " bucket. IF [NPS Cat1] = 'Detractor' THEN 1 ELSE 0 END . Bascially, i need to arrange in descending order first and i need to arrange the part number in. {IF [Studio]= "Disney" THEN SUM ([World $]) ELSE END} Both seem to be giving my syntax errors that I can't figure out. sum (game points) to rows. The result of the Tableau Cumulative Sum at any step (row) is the sum of all the preceding rows within a column. But person A has duplicate load#. 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. Workbook to go with the SUMIF in Tableau Post. For example, to find the percent of total sales per segment; the following table calculation for finding the percent of total sales: SUM ( [Sales]) / TOTAL (SUM ( [Sales])) Could become: SUM ( [Sales]) / SUM ( { EXCLUDE. The numeric fields use the SUM function by ignoring the Null values. Tableau Desktop Answer Use the following steps to calculate the percent of total for the Sales Furniture, Sales Office Supplies, and Sales Technology measure fields:. Click on the different cookie categories to find out more about each category and to change the default settings. 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. Moving calculation. Find a User Group. Create a new Calculated Field called Total Runs (Home + Away) = HomeScore + AwayScore, then make a bar chart using this new calculated field as your measure, then drop Home/Away on the color shelf for a stacked bar chart with Home and. SUM(IF [Field]=TRUE then 1 else 0 end) or in some cases, it makes sense to return a field like an ID . Create a calculated field similar to the following: IF FIRST()==0 THEN. The criteria argument is the criteria F2. LEN takes a single argument, such as LEN ( [Name]) which returns the number of characters. CLICK TO EXPAND SOLUTION. Just drag the [Amount] field on to (say) the text shelf and select Sum () as the aggregation. But now i need to get the sum of how many FC, LM, LR its has in the table. To display or add Subtotals in Tableau, go to Analysis Menu. Appreciate any help that I can get, thank you! Sample Workbook 1. Tableau provides Date Functions to deal with temporal data, like DAY, MONTH, and YEAR. 2. You can choose whether functional and advertising cookies apply. In the case of running sum, the addressed region field tells Tableau to sum along region for each (partitioned) category. for example see below the screenshot . 5. @Felipe Vergara (Member) okay so I simplified the workbook to just the three sheets you highlighted in red and the totals sheet (green), and just the impactos measures. table and created a a Look-Up tab (and added in the Industry next to the company column, so the 'join. Create different calculation fields to calculate COUNTD ( [Sub-Category]) for Succeed and Fail Succeed: if [Diff]>0 then COUNTD ( [Sub-Category]) END Fail: if. ZN function in tableau is the logical function, which is use to returns expression if value is not a NULL else it returns zero value. There are a few approaches to replicating Excel's SUMIF function, my preferred approach is to use the function INT () which converts its argument to an integer, along with the aggregation function SUM (). xyz 100. Answer 1. END . Step 1: Enter the SUMIFS function in cell E2. How to Use Tableau Fixed Function?then when you drag it to the viz it will aggregate with sum . To create a Tableau cumulative histogram, Drag and Drop the Sales Amount from the Measures Region to the row shelf. We use three kinds of cookies on our websites: required, functional, and advertising. 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. Create a calculation field Diff. The range of cells to sum. So Tableau might be able to do everything in a single query, or it might calculate the LOD expression as a subquery that is inner-joined to the main query. I am getting closer when using a WINDOW_SUM function together with LOD: WINDOW_SUM(SUM({ FIXED [Fiscal Year],[Category]:[Orders (Count Distinct)]})) But if I am filtering out one category I (of course) only get the Sum of the shown categories:COUNT ( [EmailPromotion]) – The result of this expression will be the sum of all rows in the selected field. Aggregate functions available in Tableau. '-problem (as AVG is an aggregation), and I tried a number of other approaches too without success. For example, statistical function like Sum, Average, Minimum, Maximum, and Count are some common aggregate functions used in Tableau. {Fixed [Report Period Date], [Report Period Date]>= [6/30/2019] and [Report Period Date]< [6/30/2020] :sum ( [Sales Total]) } Using Tableau. COUNTD () – This function will always return the number of UNIQUE values in the selected field. Create a string parameter with the name _Measure Names as shown below: 2. 2. In the Join dialog, so the following: Select Left. A simple example: 1) I have two fields in a database: Cluster and Value. SERIESSUM: Given parameters x, n, m, and a, returns the power series sum a 1 x n + a 2 x (n+m) +. Tableau now computes the SUM (Number of Records) for each. If you want to count the number of employees in the HR department, you could use the following formula: =COUNTIF (B2:B6, "HR") This formula tells Google Sheets to evaluate the range B2:B6 for cells that contain the value "HR". 3. Open WaterFall_SampleData. From the Orders table in the Data pane, drag Sales to Color on the Marks card. Expand Post. In a nutshell, I am comparing Shipments, Containers and Volume. Tableau reads through each condition until one is True, and then returns that value. Using your calculation, when i create a calc field with sum of Q1 and Q2 & drag it to tableau workspace, tableau further divides the calculated field in four quarters which is what i do not want. e. The order of operations in Tableau, sometimes called the query pipeline, is the order in which Tableau performs various actions. SUM([Sales]) / ATTR({FIXED : SUM([Sales])}) This calculation will give you the ratio of a state’s sales to total sales. In other words, this will work as LOD and if you'll add this field to view, the sum of entire sales will be shown against each row. Here are 10 powerful examples of Tableau's table calculations. Basically I am trying to replicate the following formula in Tableau: =SUMIFS([Total Volume],[Material],[Material in that row],[FQ],[FQ in that row]) I'm doing this because we have specific material strings in column J that are being built in more than one location. Cause Level of Detail (LOD) expressions aggregate in a unique way from other calculations and measures within Tableau Desktop. With floating-point numbers, results of some aggregations may not always be exactly as expected. Quick Steps: What to Do. However, LOD expressions let you control the granularity you want to compute. Use the Insert menu to add dynamic text such as sheet. Hi All, So I have two different data sets: (1)One data set with Supplier Name and Spend drilled down to each individual transaction (2)Another with the same Supplier Name, but a Spend Bucket category that sums the range of. Looking at the image of Formula AutoComplete and the list of arguments, in our example sum_range is D2:D11, the. ELSE 0. ZN function in tableau changes the null values to 0 (zero). Actions & Filters. The previous aggregate to see if the column "DividingNumber" is between or equal to the current & previous aggregate. Since the denominator is a FIXED level of detail expression, it will still divide the. Description. I created two Calculated Fields. Create the Exclude LOD calculation and add it to the view. So, what needed was to filter out the date from the latest month's first date to the last. how this thing is figured out which ones will be checked and which one will not be. Hi, my name is Max. That being said, I would expect this to be a rather standard use. Actually it's the Window_Sum of Sales - Running_Sum of Sales on the Day before the. The Tableau will provide the Top N Parameter list on the screen. Sumif would allow for powerful calculations across charts and maps and would be a great added functionality. OR [Category] = "Event Revenue"Tableau Desktop; Table joins; Answer Use a FIXED expression to remove the duplicate data. Hi Anitha, You can find sum of two fields using calculated field, but both the number format should be same to provide correct answer, For example, sum = [Sales] + [Profit] sum = SUM ( [Sales]+ [Profit]) This follows for both numbers, decimal numbers, %'s. First, we need to. name sal . J. For example, when I choose Jan-2019 it will show value with max value from Jan-1 to Jan-31 (most likely Jan-31) etc. Hi all, I need to create a calculated field in Tableau by leveraging SUMIFS. Supported in Tableau Prep Builder version 2023. group-by. The Count field can be 1 or -1. The screenshot provided below exhibits the total sum of sales for each of the three categories as given in Sheet 1. Below are some examples using the sample data set Superstore. As you type the SUMIFS function in Excel, if you don’t remember the arguments, help is ready at hand. Use the Summarize tool to sum the values in a field or column of data. In. Sorted by: 2. i have query. The good news is that this Total can still be computed. COUNT ( [EmailPromotion]) – The result of this expression will be the sum of all rows in the selected field. Under Sheet 1, select Date. Rody Zakovich. Some examples include: cookies. Right now I am using the LOD calculation below but I am not getting the right values. Please help me out. Unfortunately the program keeps summing the values instead of just plotting X vs Y. At first glance, the PREVIOUS_VALUE table calculations looks very similar to LOOKUP ([Value],-1), but the big difference is that PREVIOUS_VALUE doesn’t apply to a measure you specify, like in LOOKUP, but it applies to itself. 1 Answer. As you type the SUMIFS function in Excel, if you don’t remember the arguments, help is ready at hand. Option 1: Wrap the aggregate calculation in the level of detail (LOD) expression FIXED. Each condition is provided with a separate range and criteria. In fact, pure ANSI standard SQL doesn’t even include IF statements at all—you must use CASE. The expression SUM([Sales])+SUM([Profit]) may also return NULL, even though aggregations like SUM() ignore NULL values, if the entire sum is NULL. In report design, Tableau If Function is one of the most useful decision-making statements. Or alternatively SUM(INT(CONTAINS([String],"substring"))) Option 2: Use a calculation similar to the following to count occurrences of a string value within a dimension: COUNT (IF. Supported in Tableau Prep Builder version 2023. Histograms help you see the distribution of records with regard to a measure by. On the Marks card, click the Mark Type drop-down and select Map. Follow. In the Table Calculation dialog box, click Add Secondary Calculation. 1. Tableau Community ForumsCalculate Moving Average or Sum. And it will be great if i could keep the the "sum of values" and "Sum of values 2" in calculated field. I remember1. I want to create a calculated measure in Tableau "Net Amount" which is the difference between the sum of Settled and Cancelled. In some cases, it’s crucial to distinguish between “SUM. As the formula is copied down, it returns a count of each color listed in column F. Pivot Table: Total Products Sales [Column E. In a nutshell, I am comparing Shipments, Containers and Volume. THEN 1. SUMIF([Post Pmt](CONTAINS([Full Or Nonfull], "NOT FULL") AND CONTAINS([Charity], "No") AND CONTAINS([Avoidable], "Avoidable")) - contains error showed up. I agree with caitlin. The resulting view averages the sum of sales by state across categories. CASE [Choose Claims Paid For Testing or Claims Paid for Treatment]SUM¶. Answer. Tableau and excel are conceptually different -this is a pretty straight forward calculated field that can be more complex based on the actual need. Is there a similar way of doing things in Tableau? I hope the above makes sense. 75 soon. 3. 42e-14 for a field of numbers that you know should sum to exactly 0. Create a moving calculation to better understand trends in your data and reduce overall fluctuations. Along with the above view you have shown, i would like to show the "sum of values"(62+58=120), "Sum of values 2" (175+176=361) and the division ("Sum of values 2" /"sum of values" )(361/120=3. These functions enable users to analyze complex data by consolidating values into simpler formats, allowing for better understanding and comparisons. CSS ErrorUsing IF,THEN,IFELSE Calculation for Dates. 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. Community. The screenshot provided below exhibits the total sum of sales for each of the three categories as given in Sheet 1. I am trying to sum a range of values based on project name and latest date. In the Table Calculation dialog box that opens, do the following: For Calculation Type: select Difference From. And because of the Tableau operations order, Totals and other table calculation are computed before the other filters, which explain why you can't get only the Total of the Data in the view. Products Toggle sub-navigation. How to Use Tableau Fixed Function?then when you drag it to the viz it will aggregate with sum . 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. data sample used-Image 1. I'm a bit of a Tableau novice. It's the translation of that SUMIF into Tableau where we ran into a problem. Under Data Source, select Order Date. First, write an if statement. After you type =SUMIFS (, Formula AutoComplete appears beneath the formula, with the list of arguments in their proper order. Here are the steps: 1. 3. [Time Spent (in Days) by Month - Cont GT] if first ()=0 then. The SUM function is implemented to return the sum of all values in the expression. Add a Clean step. While doing sum I need to ignore negative values. Drag the Segment dimension to Columns. Move the Year of Order Date and. Calculate the running sum of [Profit] in the order of. It's really doing two. in this case if the count is same for the part number i need to arrange in alphabetical order as well. The current aggregation appears as part of the. With a Compute Using on all the dimensions in the view (Group, Category, Calculation2) that means there's only one partition in the view (the entire. When you add a measure to the view, Tableau automatically aggregates its values. Each example contains a live example and instructions in a tabbed view. The criteria argument is the criteria F2. The Google Sheets SUMIFS function only adds a value to a sum when all these conditions. Attached a sample Tableau workbook for your reference. The short answer is Total is a Table Calc (an aggregation of an aggregation). Hi Sally Sam. 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. Note: STR([Col1]) I've used STR() here to convert the Col1 values into string. Try this: If DATEDIFF ("month",TODAY (), [Your Date Field],"Sunday") <= -12 then [Your Date Field] else null end. {FIXED [DIMENSION NAME] : sum ( [Sales])} will sum sales separately for each Dimension value. = pasangan cell range dan kriteria lainnyaCalculating sum of distinct values of a dataset using Tableau. like in your above post in first screenshot you have shown that in set1 we can see some of the check boxes are checked and some not. 2. In Tableau, it is simply a more concise, yet less powerful method for performing multiple comparisons. Step-6 build your view by dragging. 008) by adding new 3 columns . NULL s are ignored, so they won't be counted. To sum all of the profit figures as well as sum all of the sales figures and then divide by the totals, the calculation on Tableau calculated field looks like: Sum ( [Profit])/Sum ( [Sales]). Option 4: Do the calculation in Tableau Prep The output from Tableau Prep will always be non-aggregate and thus can always be converted to a dimension. I'm a bit of a Tableau novice. Ideally, I want the margins for A to be displayed as 300 (150+100+50), but tableau displays it as 450 because of the duplicate values. Argument name. 2. Once you select Add All Subtotals Option, an extra row with Total will be added in the nested region to display the column totals. OPTION 3: Pivot Measures. You can try using the below, I use this to SUM running totals (or all previous ROWS), not sure if it will transfer to a SUMIFS. No aggregation is necessary in this case prior to the running sum, so we don’t need an intermediate Aggregate step. To define criteria, SUMIFS supports various logical operators (>,<,<>,=) and wildcards (*,?,~). Adjust the table calculation (compute over Year of Year ). Just a new learner. In the Table Calculation dialog box that opens, do the following: For Calculation Type: select Difference From. First, we need to indicate what will eventually need to be done with the result; we first specify the SUM function and open the expression brackets. Criteria1. Create a calculated field with the name _Measure Sum to show the SUM of measures with the below calculation:Yes, something that allows for multiple values instead of logically grouping each record and then not allowing it to be grouped again. Join [Sheet 1] and [Clean 1] with clauses below: [Clean 1]. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual. Add this calculated field to the title. How can I get the same results by using Tableau calculated field? The source data is attached. This only returns a single result for the entire partition. In aggregated formula, such as SUM ( [Profit]) / SUM ( [Sales]), all rows of profit and all. If offset is omitted, the row to compare to can be set on the field menu. xyz 100. 2 and later and on the web in Tableau Cloud. Upvote Upvoted. Then for the Total. Thanks and. Tableau's Order of Operations. SUMIF in Tableau, help appreciated. Click on the first copy of SUM(Container) on the Columns shelf. / SUM( [Sales] ) Repeat steps 1-3 for each new percentage. how should i write this calculation? thank you. In PowerBI, Tableau etc, this is a lot easier as it can aggregate the data accordingly based on the visibile data. The difficulty is the benchmark time frames can change every month due to inaccurate data. Also, for reference, please refer to this response in regards to Excel flow vs Tableau flow. A RUNNING_SUM(COUNTD([ClientID])) doesn’t work (as seen in the Running Sum of CountD Fails) worksheet because the COUNTD() is evaluated for each week , so it double-counts 9 extra records by ClientID, as seen in the Grand Total at the. The Tableau Sum function seeks out the Sum of records under consideration. SUM(IF [Ratings]="" [Weights] else null end )/sum([Weights]) Ratings has blank cells. Did this article resolve the issue? Enter the following formula: IIF (SUM ( [Sales]) !=0, SUM ( [Profit])/SUM ( [Sales]), 0) Note: You can use the function reference to find and add aggregate functions and other functions (like the logical IIF function in this example) to the calculation formula. instruction to Tableau to add, average, etc. Navigate to a new worksheet. In a separate sheet, I have taken Key from the rows to a detail. set, MDY (adjusted date) & first win or loss on filters shelf/card. Each cell in the table displays the sum of sales for a particular year and sub-category. Then use that as your date column. We want to sum up the sales for “Apple” only and that makes our criteria. The SUMIFS function sums the cells in a range that meet multiple conditions, referred to as criteria.