14 Replies Latest reply on Apr 19, 2018 6:02 AM by Bill Benton

# How do I view detail records as opposed to a summary

I am new to Tableau so please bear with me.

I have a sheet that has claims records by claim number and an a associated value e.g.

Claim  Number    Records     Value (Sum)

12345                  5                 100

Each of those 5 claim records has a different value for each of those 5 records e.g.

Claim Number 12345  value = 20

Claim Number 12345  value = 5

Claim Number 12345  value = 25

Claim Number 12345  value = 15

Claim Number 12345  value = 35

So, in the sheet that shows as previously shown, how do I show the individual claims values that are associated with that same claim number?

Here is a copy of the actual sheet.

Any help is greatly appreciated.

• ###### 1. Re: How do I view detail records as opposed to a summary

Go To analysis>Aggregate Measures and Uncheck the Tick

• ###### 2. Re: How do I view detail records as opposed to a summary

I did that and this is what happened>

The SUM(Amount) turned red and the screen went opaque.

• ###### 3. Re: How do I view detail records as opposed to a summary

This is because you are summing up the things in view. If you want to see individual records then you don't have to SUM.

• ###### 4. Re: How do I view detail records as opposed to a summary

I’m a “newbie” to Tableau.

I have to show the amount so how do I remove or change the Sum(Amount) to show the individual records?

This is what my Row/Columns look like

This is what the other looks like.

• ###### 5. Re: How do I view detail records as opposed to a summary

Drag Claim Number as FIRST PILL in Rows

• ###### 6. Re: How do I view detail records as opposed to a summary

You need Something Like This:

For This Drag your Amount to Rows and Convert to Discrete to see Individual values and UNcheck Aggregate Measures from Analysis

• ###### 7. Re: How do I view detail records as opposed to a summary

That’s exactly what I want but this is what I’m getting.

• ###### 8. Re: How do I view detail records as opposed to a summary

Take out Measure Names and Measure Values

Drag amount and Number of Records to Rows, Convert them to discrete and Uncheck Aggregate Measures.

• ###### 9. Re: How do I view detail records as opposed to a summary

No luck.

• ###### 10. Re: How do I view detail records as opposed to a summary

Did you Uncheck Aggregate measures?

• ###### 11. Re: How do I view detail records as opposed to a summary

Yes.

• ###### 12. Re: How do I view detail records as opposed to a summary

can you attach workbook with dummy data?

• ###### 13. Re: How do I view detail records as opposed to a summary

I will work on that this morning.

Really appreciate the help.

It’s frustrating!

Thank you!

Bill

• ###### 14. Re: How do I view detail records as opposed to a summary

Deepak;

Our data is proprietary and I’m attaching an Excel with an extract without the proprietary data.

Thank you!

Bill