Crosstabs display data in rows and columns, to which you can add summaries. In this video, learn how to add totals and subtotals to a crosstab.
- [Instructor] When you visualize your Tableau data using a crosstab, you can identify values of interest by looking at the intersection of a row and a column. In this movie, I will show you how to supplement that analysis by adding totals and, if appropriate, subtotals to your crosstab. My sample file is "08_03 Totals," and you can find it in the chapter eight folder of the exercise files collection. I'm working on the "CategoryAndRegion (2)" worksheet, and that's the worksheet on which I've created my crosstab. You can see that I have sales region as my row header, and product category as my column header. If I want to add totals for either the rows or columns, I can go to the analysis menu, and then point to totals, and then you see that I have a number of options. I can show row grand totals, or column grand totals, or I can select both. I'll go ahead and turn row grand totals on first. So you can see the grand total at the end of the row. If I also want to show column grand totals, I can go to the analysis menu, point to totals, and click show column grand totals. And there they are. You might have also noticed that you can choose to put your grand totals at the left or the top. So if you go to analysis, point to totals, you have the ability to put the row totals to the left or column totals to the top. I rarely do that but the option is there if you want. If you have a second level of organization, for example for your rows, then you have the option to add subtotals. So let's say that underneath of sales region I want to add customer state. So I'll drag customer state from the dimensions area of the data panel to the right of sales region. And there we have everything broken down. So you have Central East, Delaware, D.C., and so on. What I don't have are subtotals for each of the sales regions. To display them, I need to go to the analysis menu again, point to totals, and click add all subtotals. And now you see in the visualization that I have the totals for blueprints and the Central East region even though they're broken down by state. And of course I have the row grand totals still over on the side. If I had multiple pills on the column shelf, then I would have subtotals going in that direction as well. So a row subtotal and a column subtotal. And of course, all the way at the bottom of the crosstab, you have the grand totals for both the columns and then over on the right the grand total for all data within the table.
- Explain where a user would navigate to seek specific help in Tableau.
- Determine the best approach for using Excel in Tableau.
- Interpret how to use the features and functions of Tableau when creating charts.
- Describe how best to manage data in a worksheet or visualization.
- Explain how to create a selection filter for certain values.
- Explain how to manage data for different chart formats.
Skill Level Beginner
1. Introducing Tableau
2. Managing Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Creating Basic Visualizations
10. Formatting Tableau Visualizations
11. Annotating and Formatting Visualizations
12. Mapping Geographic Data
13. Creating Dashboards and Actions
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