How to Create Running Total?

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Background

Using Tableau, we have to find the Running Total for a set of metric or metrics. This is a very common business scenario because Running Total in Tableau gives a crystal clear view of how a business is performing for that metric. Since Running Total uses a few values from the previous periods as well, it does not show drastic rise or fall in subtle cases, but instead gives a trend where the business is headed. Tableau provides flexible capabilities to analyze the performance trend of a business using rolling aggregated metrics like a Running Total.

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Tableau Create Running Total
Tableau Create Running Total

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Steps to Create Tableau Running Total

The below step-by-step Tableau guide explains in details how to create a Running Total in Tableau. As we can see, Tableau provides efficient techniques to create Running Total. We can decide how many of the previous periods we would like to include based on our requirement. Accordingly the Tableau analysis will show the results. We can choose to show the value of the Running Total in mouse hover using Tableau Tooltips as well. We can also use Tableau Labels so that the Running Total values are easily readable without adding any extra step to select a particular dimension or period of time.

Tableau Create Running Total
Tableau Create Running Total Complete Guide

When to use Tableau Running Total

Tableau Running Total is useful in cases where the business wants to derive robust insights from it’s data. A Running Total gives a holistic view of how a business is performing. Once the data is fed to Tableau, a Running Total for any specific previous periods including or not including the current period can be calculated. Then using interactive or static Tableau visualizations, we can view the Running Total at any specific point of time. We can also add more dimensions to our Tableau analysis as required. Do you have any other technique you want to achieve? Feel free to contact us below.

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Published by Rahul Bhattacharya

Rahul is a data analyst and expert in visualizing business scenarios using data science. He has performed extensive research across varied business scenarios and datasets to come up with insightful results. Rahul is skilled in a number of programming languages and data analysis tools. When he is not busy refining business data, Rahul can be found somewhere in the Appalachian trails or in an ethnic restaurant in Chicago.

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