Learning Tableau 2019 - Third Edition

Aggregate-level calculations

We've already considered aggregations such as sum, min, and max in Tableau. Often, you'll use fields as simple aggregations in the view. But sometimes, you'll want to use aggregations in more complex calculations.

For example, you might be curious to explore the percentage of the rent that was discounted. There is no such field in the data. It could not really be stored in the source, because the value changes based on the level of detail present in the view (for example, the percent discounted for an individual unit will be different to the percent discounted per floor or per building). Rather, it must be calculated at as an aggregate and recalculated as the level of detail changes.

Let's create a calculation ...