This video shows you how to add subtotals to your visualization to take advantage of the sets you’ve defined within your data.
- [Instructor] After you define a set, which is a collection of values taken from a dimension in your visualization, you can summarize your data based on that set. In this movie, I will show you how to add subtotals to your visualization to take advantage of the sets that you have defined within your data. My sample file is 07_06_SetSummaries, and that is a workbook you can find in the chapter seven folder of your exercise files collection. This data shows total sales by product name, and what I'd like to do is to have subtotals for one or more sets.
I have already created two sets, and you can see them over here, in the sets area of the data panel in the navigation area. So I have sets for the 200 series and the 300 series. And the 200 series are all of the K-Eco products that go from 200 to 275, and the 300 series is K-Eco 300 through 325x. If I want to show which items are in or out of a particular series such as the 200 series, then I can go over to the sets area, and double-click the pill for the series I want to apply.
So for series 200, I'll double-click, and you see that I have the product name, and I have in or out of series 200, and then the totals for each of those individual items. I can also remove product name, so for example if I drag that off of the visualization, then I get the totals for in or out. And you can see that I only had a few products in, and out is much, much larger. So if I want to bring back the product name, I can scroll down in dimensions, and when I get to the products table, double-click product name, and product name comes back.
But note that it came back to the right, so I have my in or out pill for a series 200, which is listed here, so that's the first group, and then the product name within those groups is to the right. With this level of organization, it means that I can create subtotals. To do that, I will go up to the analysis menu, and point to totals, and click add all subtotals. So there you see I have the product names, and series 200 at the top, and then the subtotal there, 25,811.
And if I scroll all the way down, you can see that all the other products have a total of 1.6 million or so. To turn off subtotals, I can go back to analysis, point to totals, and then click remove all subtotals. And to remove the in or out column, I can just pull that pill off of the rows shelf, and I am back to my original data configuration.
- Managing data sources and visualizations
- Managing Tableau worksheets and workbooks
- Creating custom calculations and fields
- Analyzing data using statistical tools
- Sorting and filtering Tableau data
- Defining groups and sets
- Creating and pivoting crosstabs
- Formatting Tableau visualizations
- Creating basic charts
- Annotating and formatting charts
- Mapping geographic data
- Creating dashboards and actions
Skill Level Beginner
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Creating Interactive Dashboards in Tableau 10with Nate Makdad2h 24m Intermediate
1. Introducing Tableau
2. Manage Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data Using Statistical Tools
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Formatting Tableau Visualizations
10. Creating Basic Charts
11. Annotating and Formatting Charts
12. Mapping Geographic Data
13. Creating Dashboards and Actions
Next steps1m 7s
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