I have an Excel dashboard that contains both summarized and detail data. With Excel, you can anchor on a summarized calculation and use it in calculations in a detail report and you can summarize data from other pivot tables and use them within detail calculations. How would I do this in Tableau? Due to the amount of detail data, the data that needs to be summarized ahead of time is always overstated.
I thought about writing custom queries to bring in separate data sources (detail + summarized versions). Is there a way to handle this with table calculations? I have tried window_sum, but this only works if key dimensions are included in the report. I want to be able to perform calculations based on dimensions not in the report.
I may have a list of plane parts and I want to include averages at the plant level in the calculations. I am unclear how to marry aggregate and detail data into one report.
I resolved this by creating a second data source with summarized data and blending it in the detail data.