Fixed Tableau Calculation May 2026
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.
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 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 [Customer Name] : SUM([Sales]) → This calculates
Here’s a useful blog post tailored for data professionals (especially Tableau users) who want to understand and apply effectively. Title: Mastering Tableau’s FIXED LOD: The Secret to Row-Level Control Without Aggregation Headaches Percent of Total (by a specific group) Problem: