Totals in Tableau are notoriously rigid. You can’t add two totals lines; one for summarized values and one for averaged values, in the same worksheet. You can have one, the other, or allow Tableau to use a field’s default aggregation for totals.
If you're familiar with Level of Detail expressions in Tableau, you probably know that the FIXED function gets all the love. However, there are some great reasons to consider using the other two as well. Check out the above video to learn when to use the EXCLUDE function.
Here's an interesting challenges; how do you compare this year's values to the average of the previous 3 years in Tableau? The complex solution requires the use of the FIXED level of detail function. Watch the above video to follow along and learn how to perform this calculation.
As you likely know from using Table Calculations in Tableau, they only compute against the marks displayed in a worksheet. Check out this webinar in you need a refresher.
That means when a filter is applied to the worksheet, a table calculation will update to reflect only the data present in the worksheet.
I recently got an email from a former student explaining that they were trying to recreate something similar to the image below in Tableau.
The trouble she was running into was recreating the total header called “Planned Cost by Perf”. If you try to use a measure as a discrete header, you end up with the value summed for each partition. Here is an example using Superstore data: