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

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

with-text-step-1 — Step 1. Open the sheet

Duplicate the field

with-text-step-2 — Step 2: Duplicate the field that you want to show aggregate for

Change to Count Distinct

with-text-step-3 — Step 3. change the field to show Count Distinct

with-text-step-4 — Step 4. It will look like this

Aggregate the field using TOTAL()

with-text-step-5 — Step 5. Wrap the formula within TOTAL()

Change “Compute Using”

with-text-step-6 — Step 6. Change the “Compute Using” to be the dimension that you want to aggregate

Insert the field in the title

with-text-step-7 — Step 7. Edit the Title and insert this newly created field

A bit of formatting

with-text-step-8 — Step 8. A bit of formatting

with-text-step-9 — Step 9. Final formatting

Here’s what the sheet looks like

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

Much better, right?

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