3 Replies Latest reply on May 17, 2018 5:16 PM by Shinichiro Murakami

    Add/Remove subtotal for some dimension

    sunitha k

      The first view is excel and the second is Tableau. How can I add subtotals at the level displayed in excel.

      Attached is the workbook. Thanks

        • 1. Re: Add/Remove subtotal for some dimension
          Shinichiro Murakami

          HI Sunitha,

           

          I tried with simplified data, but very troublesome to chase "Financial Table View" by Tableau.

          Duplicate data with Union.

           

           

          if [Table Name]="Sheet1"  then " "+

          if  ( [Entity]="Analytics & ECE"

              OR [Entity]="Client Development & Sales"

              OR [Entity]="Credit & Capital Management"

          )

              then [Entity] end

           

           

          elseif [Table Name]="Sheet1$"  then "   "+

              if ([Entity]="Enterprise Ops"

              OR [Entity]="Servicing"

              OR [Entity]="Collections")

              THEN [Entity] end

           

           

          elseif [Table Name]="Sheet11"  then " "+

              IF ([Entity]="Enterprise Ops"

              OR [Entity]="Servicing"

              OR [Entity]="Collections"

              ) THEN "OPS Total" end

           

           

          elseif [Table Name]="Sheet12"  then  " "+

           

           

              if ([Entity]="Finance"

              OR [Entity]="Treasury"

              OR [Entity]="HR"

              OR [Entity]="IT"

              OR [Entity]="Marketing"

              ) THEN [Entity] end

           

           

           

           

          elseif [Table Name]="Sheet13"  then

              IF ([Entity]="Enterprise Ops"

              OR [Entity]="Servicing"

              OR [Entity]="Collections"

              OR [Entity]="Finance"

              OR [Entity]="Treasury"

              OR [Entity]="HR"

              OR [Entity]="IT"

              OR [Entity]="Marketing"

              OR [Entity]="Analytics & ECE"

              OR [Entity]="Client Development & Sales"

              OR [Entity]="Credit & Capital Management"

              )

              then "Business Total" end

           

           

           

           

          elseif [Table Name]="Sheet14"  then

              IF ([Entity]="Synchrony Financial****"

              OR [Entity]="Audit"

              OR [Entity]="Risk")

              then [Entity] end

           

          elseif [Table Name]="Sheet15"  then

           

           

          "Grand Total" end

           

           

           

          Thanks,

          Shin

          • 2. Re: Add/Remove subtotal for some dimension
            sunitha k

            This is amazing. It absolutely worked for my needs.

            My only question is how did you derive the borders between Entity Group (I got it as well but dont know how it automatically showed borders)

            Also is there a way to shade just the "Business Subtotal" & "Grand Total".

            Thanks

            • 3. Re: Add/Remove subtotal for some dimension
              Shinichiro Murakami

              HI Sunitha,

               

              Boarder is currently based on"Table Name" which is in the table but hidden.

               

              Shade ==> just put color on that category, also controlled by table name.

               

               

               

               

               

              Thanks,

              Shin