# Category Archives: Grand Totals and Subtotals

Posts relating to grand totals and subtotals in Tableau.

# Keeping a Value in Totals Whilst Excluding from Quick Filter List

Over at Peter Gilk’s Paint by Numbers blog there was a question on this post on filtering while retaining results. Here’s the what Jeremy asked:

May I ask if it would be possible to get a detailed explanation of applying this principle to a different type of data?

For example, I would like to see the US Sales totals, and have the ability to filter it to a US state without the ability to select a US territory (Guam, Puerto Rico, etc), but to have the US territory sales remain in the US national totals. How could I do this?

In this short post I cover two different techniques how to do this using a self-data blend and LOD expressions, respectively.

# LOD Expressions and Custom Grand Totals: Replacing Table Calculations and Self-Data Blends with LOD Expressions

I’ve been trying to figure out how to write about this one, I think I finally have a simple enough scenario to describe: In my world of healthcare delivery, I have things like different payors where I want to know what % of the population is covered by a certain payor (like Medicare and Medicaid), and I don’t really need to show anything about the rest of the population other than have the raw numbers available in the computation. Using Superstore, we can do a equivalent modeling of that using Customer Segment as a stand-in for a set of possible distinct conditions for each patient (Customer). So I want to know what % of total Sales are in a given Segment, being able to filter for any set of Customer Segment(s) I want, and show the sum of the % of total Sales for only my filtered Customer Segments. Ideally ending up with something like this:

Read on for how this goes from relatively difficult in earlier versions to relatively simple in Tableau version 9.

# Tableau 8.1 Two Pass Totals

Embarrassment is the feeling of getting caught doing exactly what you wanted to be doing.
– Author unknown

Today I get to celebrate a new Tableau 8.1 feature and reveal some obsessive compulsive behavior. My first big set of posts on this blog were about answering a really common forums question, how to customize grand totals. With Tableau 8.1’s new Two Pass Totals feature, you just might not need those posts anymore!

# Customizing Grand Totals in Tableau v8 – The Stacking Snag

Though I got to be one of the beta testers for Tableau version 8, I missed an effect of Tableau’s new rendering engine that affects how we customize Grand Totals.

If you’re in a hurry, here’s the key bit: In version 8, if you are customizing grand totals using the table calculation technique from Customizing Grand Totals – Part 2, set the menu item Analysis->Stack Marks->Off. Alternatively, you can use a table calc on the Pages Shelf, read on for that one.

# Learning something new every day: Annotating Subtotals

I’ve been reading Alberto Cairo‘s The Functional Art – which is a fabulous book, btw – and thinking about annotations as part of storytelling. Then Tableau Zen Master Joe Mako posted this yesterday:

# Customizing Grand Totals – Part 3

In Part 1 and Part 2 of this series, I described how Tableau computes Grand Totals and several options for generating your own Grand Totals. In this post, you’ll learn the most flexible method for customizing Grand Totals, via custom SQL to duplicate the data.

In November 2013 Tableau 8.1 also added a new two pass totals feature that may remove the need for customizing grand totals for your use cases, more details are in Tableau 8.1 Two Pass Totals. In December 2015 Tableau 9.3 added total control for placing totals to the left and/or on top of the view.