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Showing Grand Totals with Blended Data


Published: 30 Jan 2013
Last Modified Date: 30 Oct 2017

Question

How to show the grand total when using blended data.

For example, when a calculated field in the primary data source references a field in the secondary data source, the results returned for grand totals may not reflect the expected number. 
 

Environment

  • Tableau Desktop
  • Data blending

Answer

  1. Create a calculated field similar to the following: 
    If first()=0 then WINDOW_SUM(<Calculated Field that references Field in Secondary Data Source>) END
  2. Drag the linking field from the secondary data source to Details on the Marks card.
  3. Put the new calculated field on the view, replacing the original field.
  4. Right-click the calculated field and select Edit Table Calculation. 
  5. Select Compute Using: Specific Dimensions, select the linking field from the secondary data source, then click OK. 
  6. Select Analysis > Mark Stacking > Off.
Note: In 9.3 and earlier versions, substitute the following for step 5: 
  1. Select Compute Using: Advanced... 
    In the Advanced dialog box, choose Addressing: <Linking field from secondary data source>, then click OK. 

Note: The calculation must be created in the primary data source, referencing a field in the secondary data source.
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