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Hi Tableau users! I have a problem that seems easy, and logical, and there are similar questions on Tableau forums online, but neither is exactly what I need, and no solution I tried to hack around seems to work. Can you please help me?

I have a chart that I use to filter everything on a dashboard. A user may select a bunch of points, either nearby points (with a drag-and-drop), or a bunch of separate points (with control-clicking), and the rest of the dashboard shows various summary stats for these points. I want to also show one numerical summary in one of the titles (say, total revenue). And somehow I cannot make it work.

One would think that including <SUM([Money])> should work, but famously instead of giving a total it gives a range (as it preserves the granularity of the plot). If you try to edit the formula inside the <>, it doesn't work, as it seems to be a sort of a very limited macro-like notation, not a proper formula. (Say, one cannot replace SUM with AVG there - it stops working).

All manuals say that one needs to create a calculated field, and make sure the value of the field is the same for every point using LOD. Indeed, I can do it for a gross total. But I cannot create a total that responds to filtering. Say, if I create a calculated field with FIXED: SUM([Money]), or even just EXCLUDE [Name]: SUM([Money]), it works of course, but then once I filter by Name, the value stays the same. It seems that I need to somehow ignore Name within selection, but still respect the selection, and I cannot find a way to do it.

What do you think? Is there a way to produce a calculation like that? To sum over a dimension, but still respect filtering over this dimention, and then output the result in a dynamic title?

Thanks!!

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3 years ago