I cannot attached my Workbook because of confidentiality but I've attached an Excel file to demonstrate an example of what I am trying to achieve and how the database i am connecting to is structured. Below is a summary of what I am looking to do.
- Ultimately, calculate Gross Profit as Grand Total using subtotals (Revenue-COGS). The Subtotals are fine to continue to calculate as is (Summing Total Units, Total Revenue, Total COGS). But I do not want Grand Total to sum all 3.
- The 3 pills i have in my Rows Shelf are all in a Hierarchy in the following order: Acct Rollup2, Acct Rollup1, Account Name. Thus, I would like GP to scale/calculate as I collapse/expand
- Additionally, I may want to add functionality to view Data by Monthly, Quarterly, or Annually so ideally solution scales with this functionality
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Hi Albert
Tableau has this help article showing how to customise a grand total and there's an easy-to-follow video included. Is this what you are looking for?
https://kb.tableau.com/articles/howto/custom-grand-total-show-different-measure-than-table