Introduction

In business intelligence and analytics, it is often necessary to perform quick table calculations. These calculations allow us to quickly apply a common table calculation into the visualization work. Tableau provides a set of pre-computed table calculations that can be used without writing any code. In this guide, you will learn how to create quick table calculations in Tableau.

Quick table calculations are applied to continuous measures and can not be applied on dimensions unless they are converted to the continuous measure type. However, it computes the continuous measure with respect to the addressed dimensions that are part of the view.

This guide will use the Sample Superstore data source available in the Tableau repository.

To perform quick table calculation, consider the `Order Date`

variable, with year and quarter as the partition fields, against the `Segment`

variable. The measure you will use is `Sales`

. The scenario involves looking at the quarterly sales of each year across different segments, and then implementing percent of total as a quick table calculation.

To begin, drag `Order Date`

to the **Rows** shelf and `Segment`

to the **Columns** shelf. Next, drag the variable `Sales`

to the **Text** pane in the **Marks** card. This will generate the following output.

Drill down the order date to quarters by clicking on the **+** icon on `YEAR(Order Date`

. This will produce the output shown below.

The next step is to right click on the `Sales`

variable and select the **Quick Table Calculation** option, followed by **Percent of Total**.

Completing the above steps will produce the following output.

To understand this better, add totals and subtotals into the chart. To do this, go to the **Analysis** tab and select **Totals**, followed by **Add All Subtotals**.

Completing the steps above will generate the following output.

The output above shows that the percent of total calculation is done across the different segments for each quarter of the given year. For example, in the first quarter of year 2016, the consumer, corporate, and home office segments contributed 29.37%, 19.23%, and 51.40% of sales, respectively. The insight is that the home office sales contribution is much higher than the other two segments in this quarter.

In the output above, you can see that the percent of total is calculated across the segments. It is also possible to visualize the quarterly data across columns. To do this, click on the `Sales`

variable, which is placed into the **Text** option of the **Marks** pane, and select the option **Compute Using**. This is shown below.

You can see that there are multiple options available, and the default is set to **Table (across)**. You can click on the **Edit Table Calculation** option to select a computing option and add secondary table calculations.

Performing the steps discussed above will open a tab with multiple options, as shown below.

The sections below explain a couple of these options in more detail. To begin, drag the `Sales`

measure again into the **Text** option of the **Marks** shelf. You can see that there are two sales measures. The one with the delta sign indicates a table calculation, while the other one is the actual measure.

Selecting the **Table (Down)** option explained above, the following output is created.

The output above shows that each cell of a column is divided by the total of that column to arrive at the cell percentages. For instance, the first-quarter sales in the year 2016 are 22,004, which is divided by the total of the consumer segment, which is 679,673. This gives the result of 3.24% for this cell.

In the example above, you selected the **Table (Down)** option. If you select the **Pane** option, the following output will be created.

The pane option considers all the cells individually and divides them by the total pane value. For instance, the first-quarter sales in the year 2016 are 22,004, which is divided by the total pane value of 575,456. This gives the result of 3.82% for this cell.

To calculate other quick table calculations, such as running total, go to **Quick Table Calculation** and select **Running Total**. The first step for performing this calculation is to drag **Order Date** into the **Columns** shelf and make it continuous. Next, drag the `Sales`

measure into the **Rows** shelf and select **Running total** from the quick table calculation.

Next, drag actual sales and sales table calculated above to the **Marks** shelf in the text. Filter the years to select 2016 and 2017. Finally, select **Bar** from the **Marks** shelf.

In the output above, the first number indicates the sales in that quarter, while the second number indicates the running total. This way it is easy to visualize actual and running totals for the quarter.

In this guide, you learned how to create quick table calculations in Tableau and applied this knowledge with various examples. This skill will strengthen your business analytics and visualization capabilities.

To learn more about visualization and data analysis using Tableau, please refer to the following guides: