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How to Use Window Functions in Tableau

🆘 Need More Help? 📧 Email [email protected] What are window functions and how can you use them in tableau in this example I have sum of sales by year and month I'm also showing a window sum so the summer across the entire table is 977 000. Let's take a look at how to calculate Windows sum window average window Min and window Max in tableau I have a crosstab built with sum of sales by year and month let's start adding some window functions you click the drop down and create calculated field pull this windows down It's simply going to be window underscore sum of sum of sales anything in Windows sum needs to be aggregated click apply and bring it into the view The windows sum is 907 70 000. That adds up all the sales together and computes 977 000 for each row let's edit the calculation by clicking the drop down and selecting edit table calculation we click on specific dimensions and uncheck gear that's going to calculate the windows sum for each year for each unchecked item it will calculate the windows sum within 2019 the sum is 4.95 and within 2020 the sum is 481. If I switch those check year and uncheck month I get 94 000 for March 2019 and 94 000 for March 2020. That's the sum of 38 000 and 55 000. You can see it better if you move here to the right of month let's move that back change it to the entire View and add average window average is window underscore average and sum of sales Let's call this window average Click apply okay and move that into the view the average across the entire table is forty thousand again if I change the table calculation and have it compute for each year the average will be different for each year so for 2019 the average is 41 000 and for 2020 the average is 40 000. You can also do window Min and window Max with the same process and that's window calculations in tableau Thank you foreign