Excelだと =SUMIF (範囲,検索条件,合計範囲)です。. Connect to the Excel file and add [Other Sheet] as input. Calculations. The Tableau WINDOW_SUM function calculates the sum from start point to endpoint in a table and the syntax of this WINDOW_SUM is: WINDOW_SUM(Expression, start_point, end_point) Calculate the Total Sales from 11 to 15. I'm trying to replicate the SUMIFS function from Excel in Tableau. I have another column by name weights that has values in all cells. Anyway, once that is working then create the following to keep only the month ends: [DateField] = {FIXED DATETRUNC ('month', [DateField])): MAX ( [DateField])} Put this to the filters and set to True, then calculate your YTD using. thanks again!! Expand Post. through create calculated field) and then have one as the # and the other as the % total? – Sam Gilbert. If offset is omitted, the row to compare to can be set on the field menu. You can now drag Region to the Columns shelf. 1を利用して書かれています。 合計の機能は、下図部分にあります。 今、サンプルスーパーストアのデータで、下図のように地域毎. Rody Zakovich. I need to empower the user to select the year & version field from the parameter and results would display for Volume as an example! I agree with caitlin. I am trying to get the sum sales for current fiscal quarter my fiscal year starts in November, I am trying to get this in calculated field. Please help!! Area Primary Site Secondary Site Value A yes no 1 B yes no 2 A no yes 1 C no no 3. I have entered following in Tableau but return zero for all lines. 1. Basically, I have multiple rows of data and each row has a quantity and an upper and lower bound, I want to sum EVERY quantity that falls within the upper/lower bounds for a particular row and then repeat this process for each row but only sum the quantities that fall within the. So in the example shown in attached workbook, for Measure = Pro and (Measure 2 = Pro and Measure 2 = Disc. . can anyone help? Thanks. 3. (Date is a dynamic parameter). Kindly check if this required in your original data or notSelect Analysis > Create Calculated Field. Add Category to Rows. Trending Topics. The calculations have worked for April. I remember Here's what I did: Created an optimize calc with the formula IF FIRST ()==0 THEN WINDOW_SUM (SUM ( [Value])/Count ( [Category])) END. Generally this works fine. 6. First, write an if statement. ”. To use SUMIFS like this, the lookup values must be numeric and unique to each set of possible criteria. Hi all, I'm a bit of a Tableau novice. Essentially, I want to count the total # of Employee's that have a completion % of 100% or over. I would like to add a column to display sum of sales for a passed CLOSED period. 5 workbook is. Hi Sally Sam. Right click on [Dimension1] and select. Right click [Order Date] and drag and drop it to the Columns and select [MONTH (Order Date)]. With a Compute Using on all the dimensions in the view (Group, Category, Calculation2) that means there's only one partition in the view (the entire. Enter the following LOD expression: { INCLUDE [Customer Name] : SUM ( [Sales]) } When finished, click OK. 2)Place user name and max date in the sheet. Analytics Extensions. There may be. The generic syntax for SUMIF looks like this: = SUMIF ( range, criteria, sum_range) For example, to sum values in D5:D16 that are greater than $1,000, we can use the SUMIF function like this: = SUMIF (D5:D16,">1000") // returns 7400. Expand Post. Add Aggregate step as below. Criteria_range1 (required). SUMIFS in Tableau. This calculation would result in a running sum,. Unfortunately, when going into individual sheets, I cannot sum a row featuring the data from all sources - I can only create grand totals of the columns. I was doing a. Create a calculated field and name it Total sales up to specific year. Actually it's the Window_Sum of Sales - Running_Sum of Sales on the Day before the. Step 2: Next, drag the state and sub-category to the respective rows. But I. Calculated fields allow you to compare fields, apply aggregations, apply logic, concatenate strings, convert dates or perform a. Expand Post. I would appreciate any help in that direction. the way Tableau will present the data is to provide the sum and the average by month and then the totals in the grand total (but you knew that ) If I had to do this for a client I would create the by month chart on one sheet and then do the total separately (maybe as BANS) or some other format and bring the 2 together on a common dashboardStack Overflow Public questions & answers; Stack Overflow for Teams Where developers & technologists share private knowledge with coworkers; Talent Build your employer brand ; Advertising Reach developers & technologists worldwide; About the companyI am a new Tableau user. At first glance, the PREVIOUS_VALUE table calculations looks very similar to LOOKUP ([Value],-1), but the big difference is that PREVIOUS_VALUE doesn’t apply to a measure you specify, like in LOOKUP, but it applies to itself. Above is the excel formula, here I want to use SUMIFS function to calculate Base Price. English (US) Deutsch; English (UK) English (US) Español; Français (Canada) Français (France) Italiano;Required cookies are necessary for basic website functionality. ZN function works for both level like row level and aggregate numbers. in this case if the count is same for the part number i need to arrange in alphabetical order as well. Argument name. I use tableau way of cross join and apply the condition inside the tableau as filter calculation shown below. You can leverage the following view to show the profit sum for each state and sub-category: Step 1: Create calculated fields with the details {FIXED [State]:SUM([Profit])}. See Tableau Functions (Alphabetical) (Link opens in a new window) or Tableau Functions (by Category) for examples of how to format all functions in Tableau. Or alternatively SUM(INT(CONTAINS([String],"substring"))) Option 2: Use a calculation similar to the following to count occurrences of a string value within a dimension: COUNT (IF. xlsx file in sheet 1 sales should be summed using queue date based on the reporting date, so the sum of sales will vary on each reporting date. We always need to create a calculated field for the calculations to be performed in the tableau. Our formula will be: To process this calculation, Tableau will compute it in three steps: First the record level calculation: [Revenue] Then the aggregation calculation: Sum([Revenue]) And the table Calculation: Running_SUM(SUM([Revenue])) It could be illustrated as follows:Perhaps create 2 calculated fields: SUM (IF [Geography]='England' then null else [Value] end) AND. Add [data] as input and join with Aggregate step above. Please use the steps below to create a sum distinct calculated field for a measure: 1. Hi Naveen, Meenu, Borja, Sorry that it took so long to reply. In Excel, I can use the below formulas to get the desired results. Hello team, I have a column that has blank cells. SUMIFS function. In a given quarter, I am trying to sum up all the volume of a specific material. I want to calculate sum of no. Tableau automatically applies the SUM () aggregation and returns the number of records for the entire data source, and that is what is on the Color Legend - 1,318 records in this case: 2) Drag the Opportunity ID dimension to Rows. Assuming that the Views field is a numeric measure by default, and the Movie field is a text dimension by default, then just drag Movie to one shelf (such as Rows) and Views to another (such as Columns). Hope this helps. After you type =SUMIFS (, Formula AutoComplete appears beneath the formula, with the list of arguments in their proper order. I have tried using calculated field, but not sure how to. In this example, the field is called, Discount Ratio. Required cookies are necessary for basic website functionality. These functions enable users to analyze complex data by consolidating values into simpler formats, allowing for better understanding and comparisons. is an aggregation method, i. (depending on your data format) but I would have thought that you could just create a secondary sum variable (i. Below sample is referring to a vendor scoring information. Each cell in the table displays the sum of sales for a particular year and sub-category. e. In the example shown, the formula in I5 is: =SUMIFS(Table1[Total],Table1[Item],H5) Where Table1 is an Excel Table with the data range B105:F89. Hi . 2. ago. Calculations on SUMIFs within the same field. In Tableau you would put the IF inside the SUM (well, that's one way, there's definitely a few ways to do this) So something like: SUM(if [District] = 'West' then [Sales] end)Why Tableau Toggle sub-navigation. For example, the following calculation uses two functions, LEN and LEFT, as well as several logical operators (IF, THEN, ELSE, END, and > ). In the Edit Filter dialog, check all categories and click OK. SUM(IF [Ledger]= "BUDGET" and [Account] != 7820 OR [Account]!= 7831 Then [Amount] ELSE 0 END) This formula is also valid, however actual values and "account" with 7820 and 7831 are pulling into the calculations. The map views are now overlapping each other. Create a moving calculation to better understand trends in your data and reduce overall fluctuations. I believe you can do this manually in Tableau by creating a calculated field using the (WINDOW_SUM(SUM()) function, or you can just use a quick calculation to calculate a moving sum for the last 12 intervals (and exclude the current), assuming the data on your view is displayed at a month aggregation. To conditionally sum numeric data in an Excel table, you can use SUMIFS with structured references for both sum and criteria ranges. FIXED={ FIXED: (SUM([Sales]))} and drag it to Text again . Unfortunately, I'm not able to upload my workbook because it contains sensitive information, but below are some screen shots of what I'm trying to accomplish. Google search for SUMIF in Tableau. WINDOW_SUM. Connect with us!•Subscribe to the OneNumber Newsletter: Eric Parker on LinkedIn: 0. See below. STDEVP => STDEVP([Sum of TPH]) I am new to Tableau and have encountered some difficulties, thus am hoping that someone might be able to help me out! I have attached an example workbook. Loading. Hi Sameer, Find my approach below, Create a calculated field (Filter) to apply filter on your Column 1. Hope this helpsLet's say that we would like the Revenue running sum. First, we need to indicate what will eventually need to be done with the result; we first specify the SUM function and open the. It is typed =SUMIF: =SUMIF ( range, criteria, [sum_range] ) The condition is referred to as criteria, which can check things like: If a number is greater than another number >. donaldson, an example packaged workbook would be greatly helpful. นำไปใช้กับ Tableau Cloud, Tableau Desktop, Tableau Public, Tableau Server. Then I'll name the table "Orders". Then the formula could look like this: =SUMIFS (H:H,F:F,”prof*”) It doesn’t matter, how many characters or which characters follow after ‘prof’. Sum, average, and median are common aggregations; for a complete list, see List of Predefined Aggregations in Tableau. Bascially, i need to arrange in descending order first and i need to arrange the part number in. We may need to extract the sum for multiple criteria that are impossible with only one use of the SUMIFS function. Note: Please be sure to share a packaged workbook (twbx) as. Completing the above step will create this output. Create the original view 1. Andrew Watson (Member)Hi All, hoping for some help. Community. MODEL_EXTENSION_BOOL (model_name, arguments, expression) Returns the boolean result of an expression as. {Fixed [Report Period Date], [Report Period Date]>= [6/30/2019] and [Report Period Date]< [6/30/2020] :sum ( [Sales Total]) } Using Tableau. The SUMIF formula returns the sum of cells based on one criterion (a result that matches one condition). ELSEIF [Profit] = 0 THEN 'Break even'. For example, statistical function like Sum, Average, Minimum, Maximum, and Count are some common aggregate functions used in Tableau. Looking to replicate the attached excel in Tableau also attached. Products. Looking at the image of Formula AutoComplete and the list of arguments, in our example sum_range is D2:D11, the. The goal is to create a calculated field/measure that will return the deviation from the goal (Goal - Act)/Act. Thus, our first formula looks like this: =SUMIFS (Table1 [Sales], Table1 [Rating],9) We hit Enter, and get 0. Boa Tarde David, Find my approach as reference below and stored in attached workbook version 10. I am trying to retrieve values between two date periods and I am having challenges doing so. This video demonstrates how to use SUMIFS Function in an Excel Table RangeWithin Tableau’s user interface, ‘compute using’ is synonymous with setting the ‘addressed’ fields. Re: SUMIF - Creating a calculated Field . SUM(IF INT([Year])<2017 then [count] END) //In this case you will have to make your year field a number in order to do "< than" as it is a numerical operator, hence the INT. Hi all, I'm a bit of a Tableau novice. , using ROUND(SUM([SALES]),1 instead of ROUND([SALES],1). Also, I will be deleting the sheet as it has business sensitive information. To start the conversation again, simply ask a new question. No aggregation is necessary in this case prior to the running sum, so we don’t need an intermediate Aggregate step. 2. Tableau aggregates the measure as a sum. Did this article resolve the issue? Thank you for providing your feedback on the effectiveness of the article. IFの使い方↓から。. In that case, we can simply add two or more. e. range_angka = cell range di mana angka-angka yang ingin kita jumlahkan dari semua entri data terpilih berada; range_data1 = cell. The resulting view averages the sum of sales by state across categories. Both criteria are crucial for. 5 Tableau Table Calculation Functions That You Need to Know. How to sum if between two dates in Excel. I am working with some mock-up purchase data that comes in a format as the table of the left (the quantity is always = 1 and for every single item purchased we have a row in the table). In Tableau, the data looks like this: But if you drag in Book Id, (which is a more granular field), the calculation updates based on that new granularity since aggregate calculations are performed at the visualization level of detail. And i don't want to display the fields value and value 2. Please see the attached tableau file. I need to empower the user to select the year & version field from the parameter and results would display for Volume as an example! Similar to the excel spreadsheet. The good news is that this Total can still be computed. To do the same Excel function in Tableau, you need to use two functions. Solution: Wrap the fields or aggregations in ZN(). An excel file to accompany it would help as well. Share. Hi, there . In Tableau, is it possible to show percentages only in total columns? 2. Using an additive aggregation will enable some number functions to be used, e. Hey everyone, I am trying to do the following in excel which involves the sumif function but i have been unable to get it done. Create a calculation field Diff. 2. Unknown file type Book1. 5 located in your original post here: Somase ou Sumifs por período Also, for reference, please refer to this response in regards to Excel flow vs Tableau flow. Open a new case. Connect to the Excel file and add [Other Sheet] as input. 2. Field [SUM_range] is the target field. The working formula is basic: SUM(IF [Indicator]="total" THEN [Value] END)/SUM(IF [Indicator]="expectedtotal" THEN [Value] END), with filters for Years and Procedures. But now i need to get the sum of how many FC, LM, LR its has in the table. We have downloaded from Tableau Community forum. General Information. but I would prefer to do it in Tableau than add it into the source data. The DefectiveAudit will automatically aggragate (SUM). Almost. Then the % of Total RS/WS calculation is the Running Sum of CountD/Window Sum of Countd and that returns the desired 2/15 = 13. Using a Table Calculation and the LOOKUP function, you can calculate the value on the same day of the previous month. I only have one date field (Transaction Date) and every transaction has a transaction id. I want to create a calculated measure in Tableau "Net Amount" which is the difference between the sum of Settled and Cancelled. IF <Condition>. Download file Book1. Step 2: Open up a new worksheet and navigate to dimensions in the Data pane. Basically, i need to sum the column and bring her to the top of the next day. 2. Why Tableau Toggle sub-navigation. With a Compute Using on all the dimensions in the view (Group, Category, Calculation2) that means there's only one partition in the view (the entire. Connect with us!•Subscribe to the OneNumber Newsletter: Eric Parker on LinkedIn: There are a few approaches to replicating Excel's SUMIF function, my preferred approach is to use the function INT () which converts its argument to an integer, along with the aggregation function SUM (). For example, statistical function like Sum, Average, Minimum, Maximum, and Count are some common aggregate functions used in Tableau. Unknown file type. Boa Tarde David, Find my approach as reference below and stored in attached workbook version 10. Today, we will talk about Window Calculations and the TOTAL() function in Tableau. 1. You don't need to make a calculated field every time you want to see values in Tableau - that's part of the beauty of it. Published: Jul 25, 2022 Updated: Dec 23, 2022. Martin Asztalos (Member) 5 years ago. In this article, we will show you how to use Tableau Aggregate Functions with examples. Once items in the range are found, their corresponding values in Sum_range are added. then when you drag it to the viz it will aggregate with sum . 【Tableau入門】IF文の使い方をわかりやすく解説！. And because of the Tableau operations order, Totals and other table calculation are computed before the other filters, which explain why you can't get only the Total of the Data in the view. xlsx Download. Date Amount 1-Oct 100 1-Oct 120 2-Oct 150 3-Oct 200 4-Oct 250 5-Oct 500. 2 Examples of Fixed Function in Tableau Profit Sum for each State and Sub-category. CSS ErrorSUMIF and SUMIFS functions can be used to sum values that meet a criteria. I thought I had tried all combinations of a FIXED LOD, but clearly I hadn't. I would like to do a SUM with Company Scores + Person In Charge Score. SUM (Person Score1) and SUM (Person Score2). Take SUMIF and COUNTIF as an example. COUNTD () – This function will always return the number of UNIQUE values in the selected field. I am trying to mimic a dynamic SUMIFS formula that takes the value (End Date) and sums the total only if it lands before that rows Start Date and a second field that sums all the story points if ending before the Finish Date. The option to change the aggregation type of the grand total to something other than Automatic is grayed out. Hi, i ran into the following problem and wanted to know if it is even possible to solve: i hope this is readable, if not, I do have the following Datasets with the following calculated field:When you add a measure to the view, Tableau automatically aggregates its values. If you sum these values they will be equal to the value provided in table1 i. In the Clean step change the name of the Value column to Running Sum. ZN function in tableau is the logical function, which is use to returns expression if value is not a NULL else it returns zero value. Tableau now knows to sum the figures first and then calculate the ratio, rather than sum all the. Ability to use criteria with logical operators, like less than (<), allows adding values between other values. Sum of measure (for year (2016) -1 ) i. twbx. 0. Up Next: Read How does Tableau recognize is not null in a calculated field in Tableau? Related Posts. When creating a calculation, one of the following errors might occur: "Cannot mix aggregate and non-aggregate arguments with this function. Tableau works in a fundamentally different way from Excel. Edited by Tableau Community May 8, 2020 at 9:36 PM. Ouput: - Sheet Output: What a would like to have in tableau . For each mark in the view, a Moving Calculation table calculation (sometimes referred to as a rolling calculation) determines the value for a mark in the view by performing an aggregation (sum, average, minimum, or maximum) across a specified number of values before and/or after the current value. This post walks through how to replicate the Excel SUMIFs function in Tableau. Unlike the SUMIF function, which adds values to a sum based on a single condition, SUMIFS can enforce two or more conditions. 2. So, if a user selected Oct 1 to Oct 3, the amount would be $570. This request is different from my previous post but is part of the same project I. In each cell represented with a number is a formula (as shown below the tables). Sorted by: 2. Upvote. Sum of sales as per region. I use the formula below in calculated field. END. Hi, I would like to create a calculated field that sums values only for some given conditions. What is the difference between SUM and TOTAL functions in Tableau? SUM – is an aggregate function used to sum all the values in an expression. 例如，您可能发现 Sum 函数返回值 -1. The difficulty is the benchmark time frames can change every month due to inaccurate data. A moving calculation is typically. Explore Forums View All Topics. Using WINDOW_SUM or TOTAL means you can leave your filters alone. In the example shown, the. I would like to calculate the total of all runs (scored by all batsmen) during the DateFirst and DateLatest. I am working with some mock-up purchase data that comes in a format as the table of the left (the quantity is always = 1 and for every single item purchased we have a row in the table). If it isn't, performance may. For more information about the types of table calculations you can use in Tableau, and how you can configure them, see Table Calculation Types. In general the formula to count dimension members that meet a condition is: { FIXED [Dimension] : SUM (. Log In to Answer. Hi Justin, In Tableau, when you want to aggregate over aggregations, there are two general methods. This only returns a single result for the entire partition. Below are some examples using the sample data set Superstore. Unknown file type brand_share_test. The following FIXED level of detail expression computes the sum of sales per region: {FIXED [Region] : SUM ( [Sales])} This level of detail expression, named [ Sales by Region ], is then placed on Text to show total sales per region: The view level of detail is [ Region] plus [ State ], but because FIXED level of detail expressions. Create a calculation field Diff. Why Tableau Toggle sub-navigation. suggest you visit the tableau training site at Tableau Training: View Training Courses and spend some time in the section marked. SUMIFを計算フィールドで実装. range - the range of cells to be evaluated by your criteria, required. But now i need to get the sum of how many FC, LM, LR its has in the table. For example, you might want to categorize values based on certain cutoffs. As your other lines of calculation is in aggregation mode, so you need use aggregation for default code as well so when calculating, they are in the same level of detail, apple to apple. A simple example: 1) I have two fields in a database: Cluster and Value. I am new to Tableau and I have had difficulty learning to implement calculations and aggregations with my primary data sources (Microsoft Dynamics AX). 4K views 6 months ago Subscribe: How to Write. 4. We use three kinds of cookies on our websites: required, functional, and advertising. Replicating what would be a "sumifs" statement in Excel tallying up sales value based on two date fields. so I have data as following: date 1 money 1 date 2 money 2 06/08/2018 40 06/09/20182029/09/2018 50 29/08/201855 15/08/2018 60 15/09/201815 15/09/2018 70 15/08/20182508/08/2018 80 08/09/20183507/09/2018 90 07/09/201845the sumif function is something from excel that is pretty much impossible to replecate in Tableau, and if it's possible most certainly isn't easy or intuitive. 1) Drag the Number of Records measure to Color. Hi Tableau Community, I have an excel spreadsheet attached for reference & basically need to replicate the sumifs function in Tableau. From the Data pane, drag Sales to the Rows Shelf. ELSE 0. e 2015) as the next measure. Use Table2. Exemple 1: utilisation de base de la fonction SUMIFS. SUMIFS - Savings Calculations. In some cases, it’s crucial to distinguish between “SUM. In the below, I am trying to create a calculated field that would result Net DEP/DISB for 1/3/17 of $943,115. We would like to show you a description here but the site won’t allow us. One is to go back to SQL to do it yourself, the other is to use Tableau's table calculations, which can be nested as many times as you need, each aggregating with its own separate addresssing and partitioning. Criteria1. To create a Rank or Row_Number calculations, you can use the Calculation editor to write the calculation yourself or if you want a more guided experience, you can use the Visual Calculation. Image Source. A bar chart showing the sum of sales for each region appears. xlsx. Hi, I am trying to put together a calculation that works out if x plus if y then but I don't know what joining calculation is. If it just a simple aggregation in a view, you can accomplish what you want like the above by making sure you have the correct rows, dimensions, and aggregations, including table calculation. There are Company scores, Person In Charge score, and Person In Charge 2 score. The main use case I can think of for the non-aggregated version would be to create a histogram. This post is the ancestor to Working with Table Calculations in Tableau. In the Central region, copiers are shown to be the most profitable sub-category, and binders and appliances the least profitable. g. IFの使い方↓から。. I made some adaptations to include some additional columns that aren't shown in my screen cap, and was able to match up the values with my SUMIFS function in Excel. SUM(IIF(Event_type_name = "Settled",Amount,0))-SUM(IIF(Event_type_name = "Cancelled",Amount,0)) but it returns a blank string 1 Answer. (picture2) I can not figure out how I can do that in Tableau. Learn how to build a Histogram Chart in Tableau in 5 minutes with Sylvie ImbertLinks-----Related video link: question. 5. You may need to play around with the date in the fixed, you may need to fix by month and year of date instead. RUNNING_SUM (SUM ([Ncr Qty]))/ RUNNING_SUM (SUM ([Qty Rcvd]))) I wasn't able to get a bar graph with both fiscal years and a line graph with the current fiscal year because the bar graph needs the FY field to be on the columns shelf which prevents a line from connecting the current points. 2 and later and on the web in Tableau Cloud. We use three kinds of cookies on our websites: required, functional, and advertising. 457. August 27, 2019. Just like basic expressions , LOD expressions allow you to compute values at the data source. Format as % and you have the % of Sales for each City. However, a problem then arises when I want to apply a filter beyond this. =SUMIFS(Absence!C:C,Absence!A:A,A2,Absence!B:B,B2)/D2. I want to calculate this ratio Ratio (β) = N/D, where. Attached a sample Tableau workbook for your reference. นำไปใช้กับ Tableau Cloud, Tableau Desktop, Tableau Public, Tableau Server. 2. The newly created LOD expression is added to the Data pane, under Measures. In our case, the range (a list of dates) will be the same for. sum(if true then 1 end) instead of if true then sum(1) end. ×Sorry to interruptSorry to interruptTo follow along with the steps in this article, connect to the Sample-Superstore saved data source and navigate to Sheet 1. Basically need to return the sum of all similar strings in a dimension field. On the Marks card, right-click SUM (Profit) and select Quick Table Calculation > Moving Average . For each month, I would like to divide sales type A # sales divided by sales type B # sales. Criteria_range1 and Criteria1 set up a search pair whereby a range is searched for specific criteria. I'm creating a calculated field to sum up the values without zero from a column, Please help with the formula. Both criteria are crucial for. Create a calculated field similar to the following: IF FIRST()==0 THEN. Also I would like to know if similarly COUNTIF calculations can be done in Tableau. Using Tableau. 聚合和浮点算法 ：有些聚合的结果可能并非总是完全符合预期。. Excelだと =SUMIF (範囲,検索条件,合計範囲)です。. Tableau now computes the SUM (Number of Records) for each. Hi Everyone, Please help me to convert this SUMIFS (excel) formula to Tableau. With the above formula, sales of 100 would group as “Medium”. Download file Book1. About Tableau. In general the formula to count dimension members that meet a condition is: { FIXED [Dimension] : SUM (. Hi Graham, Thanks for the help. category A, B, C and so on). Upvote Upvoted Remove Upvote Reply. In some situations, you can use the SUMIFS function to perform multiple-criteria lookups on numeric data. Add Aggregate step as below. 5 - the sum of productive + non productive ----- to yield availability - so. Boolean is either True or False, which, when converted to a number, becomes 1 or 0. Now place date field on Rows and your sales calculated field on Text pill. To do the same Excel function in Tableau, you need to use two functions. g. I also thought maybe an IIF functions within a SUM function like such: SUM(IIF([Full Or Nonfull]='NOT FULL',[Pmt Acct], 0), IIF([Charity]='No',[Post Pmt],0), See full list on analystanswers.