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Understanding Tableau Table Calculations using INDEX() and SIZE() – Part 1

Table calculations are important in Tableau, they help you to do more with your visualisations by providing calculations that bring in more data than is just in the current row. There are plenty of calculations that fit in this category, from TOTAL() through FIRST(), but I’ll wager one of the most under-used in SIZE(). This is in juxtaposition to the fact this was one of the calculations that showed up most in the Jedi sessions at the Tableau Conference in Seattle this month. With it’s partner INDEX() – which is very widely know and used among the advanced User community – you can do great things.

So SIZE() does matter! I plan to use the story points in the below workbook to describe what it does and how anyone, newbies through to Experts, can use it to improve their visualisations. It can also be a great way to learn about the fundamentals of table calculations, and a great way to be introduced to SIZE()’s friends: INDEX() and FIRST().

This is a first post to a wider post to show some great use cases for SIZE() and INDEX() – here is the second installment.

Click on the image below to view the Story.

Click to see dashboard

Chris Love

Nottingham, UK

6 thoughts on “Understanding Tableau Table Calculations using INDEX() and SIZE() – Part 1

  1. Chris,

    Very nice work, Chris. This is a really great example that many Tableau users will be able to learn from if they take your advice to study the workbook and the content. Great thinking and execution with the story points.

    Thanks,

    Ken

  2. Thanks for taking the time to post a comment Ken, my aim was to educate people. The fact this turned into a more wide ranging post was more accidental, and the iterative nature in which it grew was great. Pinning it together with story points was a bonus idea towards the end.

  3. Thank you!! The only way I seem to learn is by breaking down examples like this and testing them out and table calc seem to give me the most trouble – question – I am looking for some help on my workbooks from time to time – Im a small office – do you provide those kind or services and who would I contact?

  4. A fascinating discussion is worth comment.

    I do think that you should publish more on this issue, it may not be a taboo subject but usually folks don’t talk about such issues.

    To the next! Many thanks!!

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