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The Sensemakers

TSVP #14: Record Level Calcs

Keith Helfrich
AuthorKeith Helfrich
Jonathan Drummey
AuthorJonathan Drummey

TSVP #14: Record Level Calculations

This scenario dives deeply into one specific facet of Tableau Relationships

✓ Tip: Row-level calculations across tables use inner joins

  • Jonathan walks us through the work-around for very detailed and nuanced problem statement where a [Record Level Calculation] in Tableau was written to span across multiple logical tables.

⚠ And in practice: this edge case can occur quite often!

  • If you’re using record level calculations that span across multiple logical tables, then the relationship performs an inner join

ⓘ His solution is to manipulate the order of operations

Useful Links & Background

Bethany Lyons’ 2nd Blog Post