I'm not sure if I understand well but I tried something.
Basically, you will not be able to get an accurate total for the break value in a single table because as you observed, Tableau takes the whole sum of the client inpact and applies to it the calculation.
You need to do it on another tab, using a window_sum formula and putting that together in a dashboard tab.
You can find attached what I did. Basically you get the same result for calculating the number of breaks.
The formula is :
as you want only values that are multiple of three
Then on the other tab, where you want to calculate the total. You need to create a new table calculation with the following:
IF FIRST()==0 THEN WINDOW_SUM([New Break]) ELSE NULL END
Basically, that formula keeps the value for the whole table sum. Careful, you need to drag the month() field to the details section. And then to avoid having tableau show null values, I filter the new calculated field by specifying that he only shows non-null values.
See attachment for the result.
Hope it helps.
New break calculation issue.twbx 39.3 KB
Thanks a lot for your guidance, it worked. You are a super star.