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2016-10-15
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Select the blank cell in the row below the cells that you want to sum, cell A5 in this example. Click the AutoSum command on the Ribbon's Home tab, A SUM formula will appear in the active cell, with a reference to the cells above. Press the Enter key to complete the entry.
Create a calculated field called Total Profit with the following formula: TOTAL(SUM([Profit])) Drag it to Detail on the Marks card. Add this calculated field to the title. Use the Insert menu to add dynamic text such as sheet properties and field values.
In Tableau Desktop, create a new worksheet named “Title.” Drag the field you want to change dynamically to Detail. Change the mark type to Polygon. Select Worksheet > Show Title. Right-click the Title shelf and select Edit Title.
Start by taking the measure which represents the value and placing it on detail. Now right-click on your axis and select 'Add reference line'. Set up your reference line to show the value you wish to use as your label, by pane, and don't show a line like so: Click okay, and you should have something like this.
Select the text object. Click the Layout tab on the left side for the screen. Use the Background options to change the color of the text object's background.
To show the caption, select it on the Show/Hide Cards toolbar menu or select Worksheet > Show Caption. The caption is automatically generated by default. However, you can edit the caption by double-clicking the Caption card.
Step 1: Create the calculated field. In a worksheet in Tableau, select Analysis > Create Calculated Field. In the Calculation Editor that opens, give the calculated field a name. Step 2: Enter a formula. In the Calculation Editor, enter a formula. This example uses the following formula:
Calculated fields allow you to create new data from data that already exists in your data source. When you create a calculated field, you are essentially creating a new field (or column) in your data source, the values or members of which are determined by a calculation that you control.
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