tableau calculated field across blended data. When you are in your calc field editor, you have a list of all your fields. tableau calculated field across blended data

 
When you are in your calc field editor, you have a list of all your fieldstableau calculated field across blended data  The table shows sales by market, market size, and

Drag Sales to Rows. Due to the nature of a data blend, there are some things to keep in mind when working across blended data sources. I need to find the difference in days between "Open Time" and "Go Live" for calculated column I want to use as a filter. " It seems like conceptually, one would want to have calculated fields that are independent of any data source (because they are independent of data) and. Training includes 30 hours of hands-on exposure to ensure that you are left will a feeling of being an expert at the Tableau tool usage. Right-click the replacement calculation on the shelf, and select Edit Table Calculation. ×Sorry to interrupt. See Join your Data for instructions. 2. Both source fields and target fields appear on the Filter shelf in their respective worksheets. Next, drag Category from the Orders data source onto the view, then select the Orders data source and click the chain icon to blend on Order ID. In the calculation editor that opens, do the following: Name the calculated field, Running Sum of Profit. Move 2016 to the bottom. Your visualization updates to a text table. In the rows pane, Add the Id fields from the Primary data source BEFORE the PayerName from the secondary source. Tableau Deep Dives are a loose collection of mini-series designed to give you an in-depth look into various features of Tableau Software. Create a new calculated field named date calculation. Blend as normal - you'll only return 1 value per name from the. For this method, a Dashboard Action will be used to Filter across sources. Format the date show that is shows the full date. When I am blending data in Tableau the data based on day is correct but not if I drill up to month. Click “Add Metric” in the. If all the field are in the original data set already would be like this. If i use a unique identifier, like date. . Tableau data blending with calculated field There are rare situations where the requirement is to blend on a calculation, on a measure. In the following example, the Market Share calculated field is not listed in the Field drop-down list. CSS ErrorExtracting the data and connecting to that. If you create a quick filter on a field from data source 1 and apply this quick filter. I have a parameter date that I use to be able to filter across both sources and to show last year's information and this year's information in the same view. Step 2: To start, drag dimension City into the Tableau conditional formatting Rows section as shown below. We need to do step "Under List of values, click Add from Field, and then select Coffee Chain Extract > State. Step 2: Create the table calculation. For Allowable Values, select List. In this case, Tableau reads MAX (Block) as MAX (ROBO 1, ROBO 11) and chooses ROBO 11. I get this. You can also set the aggregation for a field already in the view. When I created a calculated field to show me if the name from Data Source 1 equals the name from Data Source 2, I can't get a count for the True/False without having two drag the two fields onto the pane. 0” in. 2. ×Sorry to interrupt. Hello everyone, I am working on the accounts data of a certain financial institution. Hi there! I am using two data sources that must be blended and I want to create a calculation on the maximum date of the primary source. I am using a calculated field to determine whether a STATE is X or Y: IF ATTR([Sheet1 (TableauTest2)]. In the secondary data source, select Data > Create Calculated Field. Tableau provides a set of predefined aggregations that are shown in the table. You might want to create another datasource with these mapping data and use this data source in all other workbooks. 3. These will all be secondary data sources. Right-click the axis > Add Reference Line with the following settings. Workaround: Option 1: Instead of using Data Blend, please use Relationship to relate the data sources, and the "Only relevant values" option is available to show only existing values. Tableau Data Management. 2 and work through the steps. On the other hand, Tableau Server can establish a connection with a Rserve instance by utilizing the tab admin function. In the Calculated Field dialog box that opens, enter a name for the field. The IN/OUT of the Set returns True for the latest date across the entire data set. Parameter field could not be refreshed automatically, if underlying data is changed by tableau server scheduler. by Year and as i wanted numbers of claims and total indemnity paid information also in the same view by year. I have sales orders in one data source (columns highlighted blue) and account inquiry data in another (columns highlighted orange). Drag a dimension to Columns. Create a Calculated Field to Link Account. Here in this workbook I am Calculating Percentages using Inner Join and Data Blending. but Primary Data Source is a Tableau Server Data Source (I do not have direct access to the database), and Secondary Data Source is an excel flat file. Right-Click on the selected charts to drop down the select menu and select “Blend Data”. Tableau’s INDEX () function allows you to easily compute the number of weeks since opening. ×Sorry to interrupt. Create a calculated field by selecting Analysis > Create Calculated Field. You can refer Troubleshoot Data Blending and troubleshoot issue (usually * happens if the view has different granularities) 3. Oftentimes KPI dashboards require blending to a variety of secondary data sources, and then a calculation in the primary data source showing the “Percent of Goal”. Parameter field could not be refreshed automatically, if underlying data is changed by tableau server scheduler. In the Formula text box, type the following formula to create dynamic labels for the customers in the set:1) Created a view with Project ID & Date field on Rows. @Adrian Zinovei (Customer) yes, I already tried that, that only makes the Tableau workbook more complex but still won't achieve the end goal :) . While blending a secondary source, you are blending the second source thats post-aggregated and the results will be grouped based on dimension that is being joined. Create a “Blend Field” with a value of 1 in both your primary and secondary. For that you should have at least tableau desktop v10 or above. I have a filter for Resource Manager-The totals were correct for the. A union in the tableau data source screen is 100% the best way to go. To create a calculated field: Go to Analysis and select Create Calculated Field. If I have: blended data with date as the linked field. Data blending is particularly useful when the blend relationship. CSS ErrorThe data set considered here has information regarding order date and ship date for four different regions. Create a Calculated Field to Link Account. 1 excel extract where I have the daily stock data of 1 one year. Step 4: Create a calculated field designated “1. From the Measures pane, drag Measure Values to Rows. In Tableau 2020. In the Calculated Field dialog box that opens, complete the following steps: In the Name text box, type Subset Labels. Data blending. Blending will "blend" them together into a single element. In Tableau, the data looks like this: But if you drag in Book Id, (which is a more granular field), the calculation updates based on that new granularity since aggregate calculations are performed at the visualization level of. Drag a dimension to Columns. ExcelR offers an in-depth understanding of Tableau Desktop Associate Certification training for Tableau developers and complete Tableau Server training for Tableau administrators. Drag Measure Names to Columns. Step 1: Create the calculated field. Build a Data Culture. When finished, click OK. ”. 2 Desktop Pro. Two other things: The ,0,IIF(FIRST()==0,LAST(),0) optimization is not needed if you’re using Tableau v8 or later. For example, Bob Smith should have access to his own sales data per the calculated field username = local_identifier. Get row counts for each table in the Data pane using Table(Count) fields. Build whatever calculated fields. Is there any way to get a total in a field for secondary data source fiedl I have 2 data tables I am blending - both are tableau extracts. For example, select Analysis > Create Calculated Field, and in the Formula text box, type the following formula: This will be ugly because one set of fields will all be NULL, but I think we can use some calculated fields to make this work. That said, I'm not sure how I can then use this data to create labels on line chart that comes from the blended data. I wrote that I tried creating calculated measure (combining dimensions from the data sources) to use as a filter, but then I can't aggregate on my table properly. Just create a parameter with data type as a date then create a calculated field like this: [Parameter Date] = [Date]. additionally, data coming from the secondary source are always aggregated at the level of the link when brought to the primary source - the individual records are no longer available and you are not able to filter across the various data sources at that point - that is the long way of saying you will have to join or use a relationship - not. The secondary data source only has: Google Play, iOS. Option 2: Create a calculation using WINDOW_SUM () Drag the linking field (s) from the secondary data source to Details on the Marks card. But as you have one row for each ID and you really only want one row for each location, you need to filter the results so it only shows one result per location. I've tried using a combination of parameters and calculated fields to try and create a global filter such as explained on this VizWiz blog entry VizWiz: Create a global filter in Tableau across multiple data sources in eight simple steps - Data Visualization Done R…, however I was not successful on applying this method to a date filter. Hi all, I have a massive workbook which contains 10+ data source and most of data source have a few calculated fields with blended data. The easiest way to make a crosstab table is to drag measure values onto the Text mark. A calculation editor pops up on the screen. In Tableau, data blending refers to the process of joining or linking data that resides in separate sources, such as databases, Excel files, or web services. These are the basic steps to run Explain Data in Tableau Desktop, Tableau Cloud, and Tableau Server: Open a dashboard or sheet in a workbook. When you want to add fields from your secondary source, while still in the calc editor, click on your secondary data source in the data source shelf. Union combines the data vertically, concatenating the rows from multiple sources. Tableau Public; Data Management; Advanced Management;. There are some potential work arounds, but they are limited and clunky. For example, let’s say you need to need to produce a global sales figure across your organization, but each region’s autonomy in its data management practices means that the data is stored. Issue. Move the Year of Order Date and Customer fields to. Option 2: Join tables that are in the same data source, instead of blending them. Considering how Tableau blending works--basically as an aggregated subquery rolled up to the level of your related fields--you are stuck with needing all fields to be aggregated before being leveraged in a blended-data-source calculated field. to another account. The DS1 field is supposed be under Description A1 and the DS2 field will be under Description B2, although Description B2 also has data in DS1 (DS1 data for description B2 will not be used in this viz). Thanks . Optimizing performance. Are. Environment. Under List of Values, select Add from Field > Sample - Coffee Chain > State. In the formula field, type the following, and then click OK: WINDOW_SUM(MIN(1))I am guessing there is an LOD that needs to happen but I'm struggling to even try that since it is blended data. The option to change the aggregation type of the grand total to something other than Automatic is grayed out. From the Data pane, under Measures, drag Sales to Text on the Marks card. 1. ×Sorry to interrupt. In a worksheet in Tableau, select Analysis > Create Calculated Field. By default Tableau usually selects TABLE(across) as the "Compute using" setting. You can use Tableau's own pivoting function. Data blending is particularly useful when the blend relationship. " It seems like conceptually, one would want to have calculated fields that are independent of any data source (because they are independent of data) and. e. Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Parameters can be used to filter across data sources that have no relationship. Go to the arrow icon option in the top left corner. A datetime field may be converted to a date field using a. Create an extract of the blended data source, and publish that extract to the server. e. The new metric will be added to the blended chart. Hi All, I'm having problems with a calculated field using blended data. Click the link mark right to data field Sub-Category of the secondary data source Sheet1 (target) 2. Using Calculated Fields to Remove Null Values. The concept of "row" is meaningless across two unrelated data sources. Loading. Tableau Desktop; Resolution Use one of the following workarounds: Option 1: Step 2: Create a Set and use it in a calculated field. Applies to: Tableau Cloud, Tableau Desktop, Tableau Public, Tableau Server. The problem is that the filters from the blended data source that are used on a dashboard otherwise showing data from the secondary data source are not interactive. Hi All, I have expected file results and actual file results tables in two different databases, (linking is not allowed), and I am blending these two data sources to get the data from these 2 tables. As you have probably guessed, blending messes up the aggregated calculation for the total cost of each order, and consequently of each day. Embedded Analytics. For more tips, see Tips for Working with Calculated Fields in Tableau. Create a calculated field (“previous value”) that contains: PREVIOUS_VALUE (0) + SUM ([Ones]) Drag this new field into the Measure Values container: Play a bit around with it, change the expression of the function, use it in another calculated field – there is no right or wrong, just learning. Tableau provides Date Functions to deal with temporal data, like DAY, MONTH, and YEAR. Option 1: Join the data sources with a cross-database join instead of blending. I need to do some calculations which includes data from both the measure and downtime data. First one shows number of specific calls for agent by date, second one shows total number of calls by agent, by date. When you apply a filter to multiple data sources, you create a source field and one or more target fields. I have a Finance Dashboard that contains a data source with thousands of transactions. You've ruled out data blending as an option, that could work as well. There are 2 data sets (for this example, there is 1 column, and they are the same field). Yes. In this example, Data Studio’s “filter controls” let the viewer select the partner account and date range. Open a new sheet and place Sales to columns, Ship Mode to rows, and Reference Line to details. In the calculation editor that opens, do the following: Name the calculated field, Running Sum of Profit. I toggled the calculated field to the filter pill. From the Measures pane, drag Measure Values to Rows. Click OK to close the Edit Group dialog box. A datetime field may be converted to a date field using a calculation to remove the time portion. )I'm currently struggling with a particular issue for data blending. But it works the same way on different date fields in the same data source. Drag the calculated field to the Color shelf on the Marks card to create a view that shows which fields match and which fields are different between the two data sources. It would allow each date field to be evaluated independently. Open Tableau and we will be able to see the below screen. At that point the calculations only exist in that workbook and aren't available in the data source. LOD calculation and blended data sources. Products Toggle sub-navigation. Replace the calculated field that references a field in secondary data source with calculated field created in step 2. You can use different approach like custom SQL join. Work across blended data sources. Your visualization updates to a text table. I need to count distinct the number of IDs using the COUNTD() function, but every time I drag the ID field (from the secondary data source) it changes it to an ATTR() and I cannot count distinct an aggregated function. And dragged the calculated field to filter to select true. Tableau data blending with calculated field There are rare situations where the requirement is to blend on a calculation, on a measure. See Data Aggregation in Tableau for more information. From the Data pane, drag Sales to the Rows Shelf. Showing Grand Totals with Blended Data | Tableau SoftwareData blending is a method for combining data from multiple sources. However, I do want to see for each date in that range, how many device could have been active (whose first active timestamp <= that date and last active timestamp >= that date), so that I can apply it to the date range and see how potential number of. If you open a dashboard, Explain Data will analyze it for outliers. In each account, create a calculated field named [GA Account] hard-coded to the name you had in the. Tableau will not disable calculations for these databases, but query errors are a. I'm trying to add a calculated column with a simple IF statement on a blended data set. Thanks, Adrian. [Target]) 3. The new calculated field is added to the Data pane with an = in front of the data type icon to indicate it's a calculated field. [Sales Order Placed? ZN] = 0. The formula that I am tried is shown in the image below and is: IF [Period] = {MAX([Data to Map From (Tableau Dummy)]. Loading. Calculated fields are always saved in the workbook and you can see them in the . ExcelR offers an in-depth understanding of Tableau Desktop Associate Certification training for Tableau developers and complete Tableau Server training for Tableau administrators. 1. Attached is a sample, 2 data sources are via data blending connected. My workbook is connecting to two data sources. The easiest way to implement this feature would be to do this like it's done with "Replace. Create a calculation field Fail or Succeed to check whether the region reached the sales target of a certain Sub-category or not. Option 2: Use a separate bar for each measure. I hid the existing dimensions and used the calculated field instead for. If you don't want to display the PayerId, right click and deselect "Show header. For example, if the measures on Table A have a unique row identifier based on Date/Time, use that dimension to remove duplicate values. I'm running into an issue where my grand totals are not summing properly on a workbook utilizing two blended data sources. Tableau(Calculated Field) 0. I selected "Specific Dimensions", then checked on all the dimensions, and finally selected to restart every month. Data blending has been around for a long time – it was there before the Google Analytics connection. CSS ErrorThe blended data helped the client’s sales team suggest products to cross-sell to key accounts. Step 2: Create the LOD expression. Thanks, June 2, 2016. The table shows sales by market, market size, and. Typically, the ATTR() aggregation can be used to get row-level values from the blended field. THEN MAX (Block)". I used the workaround suggested here Showing Grand Totals with Blended Data | Tableau Software . Here, you would still see 'Null'. Similarly, as Morgan Jones details in a post for Practical Ecommerce, data blending can help calculate new metrics, like net profit by. I'm using a multiple axis crosstab as I need to be able to color individual columns separately, but I can't sort the data on "percent to budget", it doesn't show up in the "Sort by Field" list. See Set the Default Aggregation for a Measure. Create a new calculated field on the "Sheet1 (faketeamnames)" data source with the calculation [Team Name Parameter]=[Team Name]. a) If the data source is a data table, you can do a self-left join on Column 1 from Column 2. a) x MAX (secondary. I blend the costs with the sales to determine for each sale whether it was above or below cost. Right-click the parameter and then select Show Parameter Control. With nested table calculations, you can set Compute Using configurations for individual calculations independently. Create 2 calculated fields one for the Month and Year to show it as a filter. Unsupported aggregations in data blending Hello, I have a distributor dataset with product ships and returns (one report covering six months), and a retailer dataset with product retail sales and stock (covering the same six months but composed of. To learn more about creating formulas in Tableau, see Formatting Calculations in Tableau (Link opens in a new window) and Functions in Tableau (Link opens in a new window). The dashboard has dozens of calculated fields, sheets, etc. Then add that new calculated field to your filters and show only true. Once a relationship is defined, either in the datasource or with relationships, you can create a simple calculated field to handle the comparison. The aggregation. If I blend my data, create a dashboard with data visualized from both the blended sources, I expect to be able to set a global filter on the linked field(s) of the blended data. I knew there is a way as below link, but that way I have re-do all calculated fields which is really time consuming. Then it will not blend. In the Formula text box, create a calculated field that aggregates the measure you would like to sort on. In the Table Calculation dialog box that appears, make your changes. Then the calculation is in the data source and available to other users of that data source. Right-click on [Last Review] Select Create > Create a calculated field. if actual run time falls in between expected start and end time, file is processed otherwise failed. You can turn on subtotals and totals too. Understanding constants in a multi-table world. Note: the parameter belongs to the workbook and can be created from any data source (primary or secondary). data blending is just not enough and a bit complicated to do complex blend. Jonathan. If the 2 datasources have the same columns, you shouldn't need to re-pull the data. For example, you could manually map a user named “Alice” to the value “East” so that she only sees rows in the data source where the “Region” column is. Let me. When using a single data set everything on the view is represented by a single VizQl query. Expert instructors. I have a field called account and for each account, some KPIs are calculated. Too big. In the secondary data source, create a calculated field. Data blending brings in additional information from a secondary data source and displays it with data from the primary data source directly in the view. So the question here is the user comes to the Parent_child worksheet which uses first data source and clicks the parent, I populate Child set with all child associated with that parent selected using Worksheet Actions. Rolled Over from - Contains the AccID if the account is rolled over from an older account. Hi Voltaire, One approach is to use the option to Show Empty Rows / Columns (available from the menu, select Analysis > Table Layout) which will force Tableau to show every value for a dimension on Rows/Columns even if it is filtered out. Right-click the replacement calculation on the shelf, and select Edit Table Calculation. a) x MAX (secondary. are the. Of clients = RunnigTotal. Filtering data from the other source seems to incur restrictions such as "All fields must be aqqreqate or constant when using table calculation functions or fields from multiple data sources. Create a FIXED calc in the secondary data source to only return the latest value per name: LatestMonthPerName: [Month] = {FIXED [Name]:MAX ( [Month])} Use this new field as a data source filter on your secondary source. According to the year, quarter, month, week, and day, you need a new calculated field to display the sales. In the Data pane, select the State data source (secondary). In Tableau Desktop, connect to Superstore sample data. Are you able to create 2 fake data sources and blend them in a workbook and upload it here. ) with the column on the right (% population). When you try sort by a calculated field that uses blended data, the calculated field is not listed in the Field drop-down list of the Sort dialog box. This says to take all the values within a month across the Category dimension. Download the data source to Tableau Desktop, create the calculations, then republish the data source. What I want is to calculate via a calculated field the number of times when the stock is out of boundaries. I have instagram data across several google-doc worksheets; one tracks individual posts and their associated likes and comments, while one sheet tracks followers. When you’re in Tableau creating a calculated field, you might find yourself running into the following red-text error: "Cannot mix aggregate and non-aggregate arguments with this function. Doubleclick on one of those fields, and it will be added to your calc window. Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. total). Under List of Values, select Add from Field > Sample - Coffee Chain > State. IF SIZE. IF "Retailer Group" == "Date_start" THEN DATE ("1/1/2012")Data Blending - Calculated field. Select the arrow icon and click on the "create a calculated field" option, as shown below. ; Drag the Region field to the Color shelf on the Marks card. Filtering data from the other source seems to incur restrictions such as "All fields must be aqqreqate or constant when using table calculation functions or fields from multiple data sources. When creating a calculated field and then having platform as columns I get the following result: Steam and XBOX does not have revenue appearing even though the primary data source has data for those values. Loading. In the Calculated Field dialog box, do the following and then click OK: Name the calculated field. CSS Error1. Within same worksheet, you don't lose table calc settings unless you keep all fields in the table. 3. Percentages are simply calculated as : (Count of Data Source 1)/ ( Count of Data source 2) . 3. In a calculated field, try writing a measure that combines the data you want to sort. The other option is to add a min and max date to your primary data source. You are now ready. Create a calculation field Fail or Succeed to check whether the region reached the sales target of a certain Sub-category or not. I hope that somebody can help. You can build out the basic ATTR function by adding conditions for when the ATTR function. At this point, the options are to join the two sources using two other actual data fields or modify the underlying data in one of the sources so that a relationship can be established between the desired fields. When finished, click OK. An example, perhaps sales progress to a target impacts the bonus. 2) As they mentioned in the solution, it is not production complaint. Question 1: Here I am Calculating Percentages for Multiple Data cuts i. You can put the data in different sheets in an excel file and create simple joins. In this example, the calculated field is named "Ex 1: % of total sales per segment within region" Drag the green SUM(Sales). For Data Type, select String. DateRange (B as in Blend – you probably won’t use this field for anything else and the prefix helps you remember to use it) as [date] >= [Start Date] and [date]<= [End Date] logged in. Filter Out Null Values. Environment. Now you see a. Also, if your calculated field is a regular aggregate (i. In Tableau Desktop, connect to Superstore sample data. To create this metric you need to divide Transactions by Revenue, however, we did not bring the Revenue metric into our new Blended dataset so we can not create a calculated field like we normally did above. create a calculated field off your event like this and use it in place of the parameter . The easiest way to make a crosstab table is to drag measure values onto the Text mark. 2. Select Analysis > Create Calculated. The formula I'm trying to get to is: (2018 Actual for March)/(2016 Actual for March)+1] * PLAN (for June 2018) Calculation on a calculated field on blended data. Select Analysis > Create Calculated Field. I tried having both the calculated fields in the same data sources and using the filter values applied to the data set within the same source but it is no use. superstore sales]) Then in a single mark i could get the total sales for both data sets, and where dimensions are added, and blended, the sum by these dimensions. I would really appreciate some help with operations on a calculated field with multiple sources. For example, let’s say you need to need to produce a global sales figure across your organization, but each region’s autonomy in its data management practices means that the data is stored. When I put category on either the row or column shelf I am getting the erro r "Cannot blend the secondary data source because one or more field use an unsupported aggregation". shin - while your solution solves the problem for the blended data, it introduces a problem for the pivot data (NAICS code, hoovers industry, and company name); i am now getting 'asterisks' in those tag clouds. In this example, the calculated field is named "Replace empty cells with zero (opt 3)" In the formula field, create a calculation similar to the following: ZN(LOOKUP(SUM([Amount]),0))Here is the sample data (tableau file attached) After Blending i'm expecting to receive this result: the rule is joining the 2 table using [Client number] & the order of the record per each Client by date (1st policy match with 1st Sales for each client). In the last two articles of this parameters Deep Dive, we’ve learned how to use parameters with filters and within calculated fields. We are ready to implement the sort into the highlight table and test it out. - When Tableau creates or optimizes a Tableau data extract, record-level calculated fields that don't depend on parameters or runtime functions like DATE(), NOW(), USERNAME(), or ISMEMBEROF() will be materialized (i. In the pop-up dialog box, I will use the Sort By dropdown and choose Field from the menu. The PY Dataset contains a subset of those records (700 records which ALL exist in the CY dataset). However, they don't work in the calculated fields as shown in the topic but also for the parameters. Once the. Blending and dividing 2 data sources?? Hello! I am trying to take 2 Excel spreadsheets as data sources in Tableau and create a calculated field. The output of a calculated field can then be displayed for. Step 2: Create the Calculated Field. Use a calculated field in the view2. In the calculation editor, we need to define the calculated field. In the calculation dialog box, do the following: In the name text box, enter Sales for Store - South. Since we are not sure of what the source is, you may want to start from the non-calculated fields first and keep adding to. This says to take all the values within a month across the Category dimension. So, now the third field could mean displaying the table across values in the pane for the individual values, and the table down value for the total/grand-total value. Tableau Desktop; Data Blending; 2 Data Sources with. That works, but it doesn't include the other two sources. In the worksheet view you see the both tables: earnings and prices. I created an additional calculated field called Weighted Average new with the formula: SUM ([ Average TOW Completion Age ]*[ Number of Cases ])/ TOTAL ( SUM ([ Number of Cases ])) computed using Table (Down), this means that its value are calculated respect the Grand Total of Number of cases. To concatenate in Tableau: Go to the Analysis menu and select Create Calculated Field. If this aggregation is ATTR() then the grand totals may be blank. I would like to plot time series and have user select multiple values from the four columns highlighted. b) Use an R script. b) Expected subtotal method = SUM (SUM (primary. The Assigned Block calculated field goes through the logic and gets to the "IF. For Allowable Values, select List. The field I am linking on is ‘Order ID’, so I have called my field ‘Selected orders’ and written the calculation below. For example, you could manually map a user named “Alice” to the value “East” so that she only sees rows in the data source where the “Region” column is. Click the drop-down arrow on the Marks card and select Map.