2 Replies Latest reply on Oct 3, 2016 2:02 AM by Pallavi P

# Calculated field to obtain the total/ sum of a specific category within a Dimension

Hi,

I am quite new to Tableau and therefore I am wondering if there is a way to perform a calculation to determine the sum of a specific category within a Dimension.

For instance with data below, I hoping to calculate the sum of total loan balance of accounts with LVR 80+ as part of a calculated field, essentially I would like to calculate for each postcode, the % of the total balance in that specific postcode that has a LVR of "80+"%.

What is the best way of approach to this problem?

 Account LVR Postcode loan Balance 912 80+ 3000 \$10 234 80+ 3000 \$20 136 21-60 3141 \$50 322 61-80 3142 \$14 312 0-20 3480 \$12

Thanks!

Edwin

• ###### 1. Re: Calculated field to obtain the total/ sum of a specific category within a Dimension

Hi Edwin,

In this instance, you should be able to achieve the result with a simple calculated field that isolates out the 80+ LVR records.

I've created some extra rows to include more scenarios as per what I understood your requirement as, and have attached the sample solution here. (v9.2 Tableau Workbook), which should work well for v9.3 or v10.0, depending on what you are using.

Here's the new sample data:

And the final result:

Is this what you were looking for?

Cheers!

• ###### 2. Re: Calculated field to obtain the total/ sum of a specific category within a Dimension

Hi Edwin,