1 Reply Latest reply on Apr 17, 2016 11:26 PM by venkata sreekanth

# Grand total isnt calculating correctly

Hello,

I am working from Tableau public and am very new to Tableau so I apologize in advance. I am not sure how to post the workbook so if you can help me on how to do this I can otherwise I will post screenshots.

I created a calculated field called [ Monthly Total Fees] which takes the annual total fee and breaks this down to a monthly view. The months for the columns indicates when the sales deal was completed.

From the [Monthly Total Fees] I then create another calculated field [calculation 1] which takes the monthly total fees that should be collected for that month. Here is the formula I used:

IF FIRST() = 0

THEN [Monthly Total Fee W/ 0's]

ELSEIF LOOKUP([Monthly Total Fee W/ 0's],0) = 0

THEN PREVIOUS_VALUE(INDEX()-1)

ELSE [Monthly Total Fee W/ 0's] + PREVIOUS_VALUE(INDEX()-1)

END

The issue I am getting is that each month calculates correctly for how much each sales rep will collect monthly but the grand total displays only the last monthly total fee:

I then created another calculated field that uses Windows_Sum and this displays the correct grand total is displayed on each month instead of the grand total. Here is the formula and screenshot:

WINDOW_SUM([Calculation 1])

I have read a lot of articles including these listed below and they helped in getting the calculation but with no success for the grand total unfortunately

• ###### 1. Re: Grand total isnt calculating correctly

HI Jones,