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 [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. fixed tableau calculation
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 To respect worksheet filters, convert relevant filters to
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. INCLUDE vs
FIXED [Dimension1], [Dimension2] : AGG([Measure])