July 6, 2022

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Performing SUM based on Group in Tableau – Java Code Geeks

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Today while working on one of my assignments I got a requirement to perform a SUM of one column values ​​based on a Group of columns in Tableau and being a news to Tableau I started searching on the internet to find a way to achieve it and after spending few hours I found a solution so thought of sharing over here how I did it.

Below is my data set and I want to calculate the Amount spent each Month and the Total Amount spent in all months, the Average spent, and the Percentage of the Amount spent on each category.

As a first step, I created a Calculated field and named it as AmountSpentPerMonthand used a FIXED level of Detail Expressions with the following expression:

{FIXED [Name],[Month]:SUM([Amount])}

Next, I created another Calculated field and named it as TotalSpentForAllMonthsand used a FIXED level of Detail Expressions with the following expression:

{FIXED [Name]:SUM([AmountSpentPerMonth])}

Then I created another Calculated field and named it as AverageSpentand used a FIXED level of Detail Expressions with the following expression:

SUM([TotalSpentForAllMonths])/TOTAL(COUNTD([Month]))

Then I created another Calculated field and named it as PercentageSpentOnEachCategoryand used a FIXED level of Detail Expressions with the following expression:

[Amount]

Moved all calculated fields on Sheet together with other data fields and changed Percentage Compute Using “Category” as shown in a screenshot below:

Published on Java Code Geeks with permission by Arpit Aggarwal, partner at our JCG program. See the original article here: Performing SUM based on Group in Tableau

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