3 Replies Latest reply on Jul 28, 2016 12:58 AM by Li Kim Lee

Tableau SUMs do not match Excel SUMs

Hello. I have an issue where a series of summed-up figures are off by 1 or 2 digits. We can accept a small variance but when viewed collectively the error is then significant. In Excel, A+B=C. In Tableau A+B~C because decimals are not being considered. So Tableau is rounding figures before the summing or calculation happens.

For example:

52.225 (displayed as 52 in Excel and Tableau)

+

11.464 (displayed as 11 in Excel and Tableau)

=

64 in Excel (correct) but 63 in Tableau (wrong)

How can one rectify the above simply? My data set has lots of metrics and calculations, etc. Thanks!

• 1. Re: Tableau SUMs do not match Excel SUMs

The math is done based on the data type.  I have mine read in as decimal data and the sum is correct down to the decimal.  If you want your data rounded as is suggested, then simply use the rounded function like - ROUND(SUM([Abc])) .  Abc is your measure.

• 2. Re: Tableau SUMs do not match Excel SUMs

I created an example with the two values you provided;

It's summing fine for me;

It sounds like the data type on your field within Tableau is setup incorrectly. Make sure your measure is setup as Number (Decimal) and not whole;

If I set my field to whole, I can also replicate 63.

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• 3. Re: Tableau SUMs do not match Excel SUMs

Thanks, Chuck and Tom. All my values were in decimal format, I did check beforehand. However I found out the underlying issue was that my data source had transformed all decimals to whole figures before even reaching Tableau. So the problem lay in my data source -- thanks again for responding!