Editing titles to provide more insights in Tableau

So, you have worked on creating a wonderful dashboard for your executives but you want to provide the graphs with some titles so your team can quickly see the numbers too.

Here’s how you might have been doing that for now

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But, what about the total numbers?

Yup, you are creating new sheets to do just the metrics. Well, no need, anymore

Here are the tips to add the total of a metric (or metrics for that matter) within the sheet so you can create more insightful dashboards.

  • Open the worksheet
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Step 1. Open the sheet
  • Duplicate the field
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Step 2: Duplicate the field that you want to show aggregate for
  • Change to Count Distinct
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Step 3. change the field to show Count Distinct
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Step 4. It will look like this
  • Aggregate the field using TOTAL()
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Step 5. Wrap the formula within TOTAL()
  • Change “Compute Using”
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Step 6. Change the “Compute Using” to be the dimension that you want to aggregate
  • Insert the field in the title
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Step 7. Edit the Title and insert this newly created field
  • A bit of formatting
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Step 8. A bit of formatting
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Step 9. Final formatting
  • Here’s what the sheet looks like
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Step 10. Done 🙂

 

And once you do this, the final product looks like this

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Much better, right?

Published by

Lovekesh Babbar

Speaker on topics related to data, analytics and digital transformation