Tableau - Table Calculations

These are the calculations which are applied to the values in the entire table. For example, for calculating a running total or running average, we need to apply a single method of calculation to an entire column. Such calculations cannot be performed on some selected rows.

Table has a feature called Quick Table Calculation, which is used to create such calculations. The steps to be applied in Quick Table calculation are as follows −

Step 1 − Select the measure on which the table calculation has to be applied and drag it to column shelf.

Step 2 − Right-click the measure and choose the option Quick Table Calculation.

Step 3 − Choose one of the following options to be applied on the measure.

• Running Total
• Difference
• Percent Difference
• Percent of Total
• Rank
• Percentile
• Moving Average
• Year to Date (YTD) Total
• Compound Growth Rate
• Year over Year Growth
• Year to Date (YTD) Growth

Example

Let’s calculate the running total of the profits earned for the data source following the above steps. Use the data source named sample – superstore.xls.