Using Crosstabs: Totals and Aggregation

Question 1

What are some scenarios in which crosstabs are useful?

Answer 1

Drilling down from a summary visualization, checking data for accuracy, setting up filters, aggregation

Question 2

If you want a quick view of your data without going to the full data source view, where can you find that?

Answer 2

The table icon next to the Dimensions heading

Question 3

Where are the measures shown in the crosstab listed on the Marks card?

Answer 3

Text/Labels

Question 4

What will a crosstab look like if Measure Names is under Columns? Rows?

Answer 4

Columns - each measure will be a single column with a heading. Rows - each measure will be listed with a separate row next to each dimension

Question 5

How do you add/remove Totals from your view?

Answer 5

Click Analysis > Totals, or add them from the Analytics pane on the left

Question 6

How do you change aggregation types in a crosstab?

Answer 6

Click on the measure in the marks card

Question 7

How do you change Tableau’s aggregation method from aggregating the full data (weighted) to aggregating the displayed numbers? What type of data source is this necessary for?

Answer 7

Analysis > Totals > Total All Using. This is necessary for cubes/multi-dimensional data sources

Question 8

How do you change the labels for totals and subtotals?

Answer 8

In the left Format pane, under Headers