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Let's learn how to display subtotals and totals in Tableau.
Most executives prefer receiving tables that contain totals and subtotals. This makes it easier for them and helps them digest information in a faster way. In this lesson, we will learn how to add subtotals and totals in Tableau.
That’s fairly easy to do. I’ll go to “Analysis”, then “Totals” and will select “Show column grand totals”. The totals we just added are for the entire period 2016 and 2017. That’s not really useful, is it? Whenever a person is interested in a company’s sales or gross profit, they want to know how much it made in a specific year, and whether it performed better than the year before. A company will also want to know how its year’s sales compare to other companies.
So, I’ll go to “Analysis”, “Totals”, and unclick the “Show column grand totals” to remove the total we just added.
What I can do differently the second time around is opt for “add all subtotals”, and this will give me the total figures for 2016 and 2017 separately.
Now we can read the table easily. The fictitious numbers we see here help us compare 2016 and 2017, and give us a good idea of what the actual sales were for that period.
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