Fixed Tableau Calculation Repack 🆕 Must Try

Your challenge this week: Find one dashboard where you used a table calculation for a percent-of-total. Replace it with a FIXED LOD. See the difference.

FIXED [Category] : SUM([Sales]) → Category total. Then create: SUM([Sales]) / [Category Total] . Now, even if you filter to East region, the denominator stays the Category total across all regions. 2. Cohort Analysis (Customer’s First Purchase Date) Problem: You want to tag each transaction with the customer’s first order date to analyze retention by cohort.

To respect worksheet filters, convert relevant filters to Context Filters (right-click → Add to Context). FIXED will then respect them. FIXED vs. INCLUDE vs. EXCLUDE – Quick Cheat Sheet | Expression | What it does | Best for | |------------|--------------|-----------| | FIXED | Ignores current view dimensions | Row-level comparisons, cohort tagging | | INCLUDE | Adds dimensions to the aggregation | “Show sales by region AND product” | | EXCLUDE | Removes dimensions from the aggregation | “Remove month to get quarterly total” | fixed tableau calculation

In this post, I’ll explain when and how to use FIXED, common pitfalls, and why it changes the game for cohort analysis and percent-of-total calculations. A FIXED calculation computes an aggregate value using only the dimensions you specify , ignoring all other dimensions in the current view.

FIXED [Dimension1], [Dimension2] : AGG([Measure]) Your challenge this week: Find one dashboard where

Enter the .

You know the struggle. You need to compare a sales rep’s individual deal size against the average deal size for their entire region . But the moment you try, Tableau either repeats the same number on every row or forces you to use cumbersome table calculations. FIXED [Category] : SUM([Sales]) → Category total

FIXED [Customer Name] : SUM([Sales]) → This calculates total sales per customer , no matter whether you’re looking at Year, Product, or Region in your worksheet. When Should You Use FIXED? (3 Real-World Use Cases) 1. Percent of Total (by a specific group) Problem: You want to show each product’s sales as a % of Category total , even if the user filters to a specific region or year.