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  • Most executives (and by most, I mean all of them), prefer receiving tables that contain

  • totals and subtotals.

  • This makes it easier for them and helps them digest information in a faster way.

  • In this lesson, we will learn how to add totals and subtotals to our Tableau tables.

  • That’s nice because the table we have been working on in the last few videos doesn’t

  • contain totals for 2016 and 2017.

  • Well add them in this video.

  • That’s fairly easy to do.

  • I’ll go toAnalysis”, thenTotalsand will selectShow column grand totals”.

  • The totals we just added are for the entire period 2016 and 2017.

  • That’s not really useful, is it?

  • Whenever a person is interested in a company’s sales or gross profit, they want to know how

  • much it made in a specific year, and whether it performed better than the year before.

  • A company will also want to know how its year’s sales compare to other companies.

  • So, I’ll go toAnalysis”, “Totals”, and unclick theShow column grand totals

  • to remove the total we just added.

  • What I can do differently the second time around is opt foradd all subtotals”,

  • and this will give me the total figures for 2016 and 2017 separately.

  • Quite nice, right?

  • Now we can read the table easily.

  • The fictitious numbers we see here help us compare 2016 and 2017, and give us a good

  • idea of what the actual sales were for that period.

  • In our next lesson, well add percentage gross margin to our table.

  • Thanks for watching!

Most executives (and by most, I mean all of them), prefer receiving tables that contain

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