Do you have some example workbook or data.Please attach something along with your expectations to help you
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in tableau you would write a formula in the form
if (dimension)= xxx then [measure] else 0 end
then when you drag it to the viz it will aggregate with sum
Tableau and excel are conceptually different -this is a pretty straight forward calculated field that can be more complex based on the actual need
suggest you visit the tableau training site at Tableau Training: View Training Courses and spend some time in the section marked Calculations
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Thanks. I created few calculated fields in the way you suggested above and i also validated their values and they are correct.
Also, i created another field called "organic" using the calculated fields i created above. Its value when i see it alone on workspace is correct but when i use it in a dashboard it automatically becomes a AGG field and values are wrong. any idea why?
Could it be I am not using all the dimensions to create this field and therefore Tableau doesn't know how to aggregate it?
without seeing the book it is only a guess - the measure with"organic" is probably already summed at some level in the raw data - try using min(), Max() or avg to bring it to the viz