KNOWLEDGE BASE

Creating a Calculation that Ignores Filters


Published: 14 Jul 2017
Last Modified Date: 17 Jul 2017

Question

How to create a calculation that remains unfiltered when the rest of the view is filtered.

Environment

Tableau Desktop 9 and later versions

Answer

Use the level of detail (LOD) expression FIXED. The attached example workbook uses the sample data set Superstore to demonstrate the following directions:
  1. Drag [Region] onto the Rows shelf.
  2. Drag [Sales] onto Text on the marks card.
  3. Drag [Category] onto the Filters shelf.
  4. In the Edit Filter dialog, check all categories and click OK.
  5. Right-click [Category] on the Filters shelf and select Show Filter.
  6. Select Analysis > Create Calculated Field.
  7. In the Calculated Field dialog box that opens, do the following, and then click OK:
    1. Name the calculated field. In this example, the calculated field is named "Unfiltered Sales"
    2. In the formula field, create a calculation similar to the following:
      { FIXED [Region] : SUM( [Sales] ) }
  8. Double-click [Unfiltered Sales] in the data pane to add the field to the crosstab.
Note: as Category filter values are changed, the value of [Unfiltered Sales] will not change.
Did this article resolve the issue?