How to get subtotals in Tableau stocks

Applying Advanced Analysis to a View (Analysis Region)

From the Analytics area on the left in the work area, you can drag reference lines, box plots, trend line forecasts and other elements into the view. Use the tabs at the top of the sidebar to switch between the Data and Analysis areas:

Analysis area in Tableau Desktop

The Analysis pane or menu, or in the context of the view in Tableau Desktop, are the options to add analysis objects to the view. For example, reference lines and bands can be found in the Analysis menu for editing an axis, trend lines, and forecasts.

The Analysis area provides drag-and-drop access to the various options.

Most analysis objects on the web are available through the analysis area.

View video: For a presentation of the related concepts of visual analysis in Tableau, see the free training videos Getting Started with Visual Analytics (Link opens in a new window) (Duration: 6 minutes) and Getting Started with Calculations (Link opens in a new window) ( Duration: 3 minutes). Use your tableau.com account (link opens in a new window) to log in.

Add an analysis object to the view

To add an item from the Analytics pane, drag it to the view. When you drag an item from the Analytics pane, Tableau shows possible goals for that item. The selection areas depend on the type of element and the current view.

In a simple example, you will be offered these three options in the drop target area:

The terms table, area and cell define the scope of the element.

For a more complex view - for example, a line chart view with multiple or dual axes - Tableau would show you a drop target area that would look like this:

If you dropped the item in one of the three larger fields at the top of the target drop area header, such as the Table field, a separate median is added with quartiles for each axis:

If you have placed the element in one of the six fields below together with a certain key figure, the median with the quartiles is only added on the corresponding axis with the specified range.

Deleting an analysis object from the view

You can delete an analysis object from the view. To do this, click Undo or drag the object out of view to delete it.

You can also click an item and select Remove from the tooltip.

Note: Some analytics range elements (median with quartiles and mean at 95% CI) add both a reference line and a reference distribution. You must delete these items separately unless you use Undo.

Editing an analysis object in the view

To edit an item added through the Analytics pane, click the item and select Edit from the tooltip. Additional editing options can be found in the section below for the respective element type under "Definitions of analysis objects".

Definitions of analysis objects

The following elements can be dragged from the Analytics area and placed in the view. If an analysis object cannot be applied to a current configuration of fields in the view, it is not available.

Constant line

Inserts one or more constant lines into the view. You can add a constant line for a specific measure, for all measures, or for date dimensions. When you add a constant line, Tableau prompts you for a value asking for the value for the constant:

In Tableau Desktop, the prompt for a value for a date value is a calendar control:

You can click an inserted constant line and choose Edit or Remove. A third option is available in Tableau Desktop: Format. When you select the Edit option, the Edit Reference Line dialog box appears. For details, see the Editing Existing Reference Lines, Bands, and Distributions section in the article Reference lines, bands, distributions and fields. Another way to edit a line in Tableau Desktop is to right-click (or Ctrl-click on Mac computers) the appropriate axis and select Edit Reference Line.

Mean line

Inserts one or more mean value lines into the view. You can add a mean line for a specific measure or for all measures.

You can click on an inserted mean line and select a different aggregation such as total or sum. You can also choose Edit or Remove. A third option is available in Tableau Desktop: Format. When you select the Edit option, the Edit Reference Line dialog box appears. For details, see the Editing Existing Reference Lines, Bands, and Distributions section in the article Reference lines, bands, distributions and fields. Another way to edit a line in Tableau Desktop is to right-click (or Ctrl-click on Mac computers) the appropriate axis and select Edit Reference Line.

Median with quartiles

Inserts one or more sets of median lines and distribution bands into the view. You can add a median with quartiles for a specific measure or for all measures.

The distribution bands are calculated as quartiles; the two middle quartiles are shaded.

You can click an inserted median line or distribution and choose Edit or Remove. A third option is available in Tableau Desktop: Format. Median lines and distributions must each be edited, formatted or removed separately. When you select the Edit option, the Edit Reference Line dialog box appears. You must click the outside edge of a distribution ribbon to view the options. Clicking in the middle of the band has no effect. For details, see the Editing Existing Reference Lines, Bands, and Distributions section in the article Reference lines, bands, distributions and fields. Another way to edit a line or distribution in Tableau Desktop is to right-click (or Ctrl-click on Mac computers) the appropriate axis and select Edit Reference Line. A submenu gives you two options: quartiles and median.

For more information about distribution types, such as quartiles, see the Adding Reference Distributions section in the article Reference lines, bands, distributions and fields.

Box plot

Inserts one or more box plots into the view. You can add box plots for a specific measure or for all measures. The scope of a box plot is always a cell (never a table or area).

Click or hover over any horizontal line in the box plot to view statistical information on whiskers, quartiles, and medians.

You can also choose the Edit or Remove option when you click a line. A third option is available in Tableau Desktop: Format. When you select the Edit option, the Edit Reference Line dialog box appears. Another way to edit a box plot in Tableau Desktop is to right-click (or Ctrl-click on Mac computers) the appropriate axis and select Edit Reference Line.

Note: In Tableau Desktop, there are two objects named Boxplot in the Analysis pane. For the "Boxplot" option in the "Summary" section, Tableau automatically adds a boxplot for the specified destination. For the Boxplot option in the Custom section, Tableau opens the Edit Reference Line, Band, or Field dialog box after you specify a destination.

to hum

Inserts total values ​​into the view. When adding totals, you will be given the options Subtotals, Column Totals, and Row Totals.

For details, see Viewing Totals in a Visualization.

To remove the grand total, click the appropriate column or row header and select Remove.

In Tableau Desktop, you can also click a column or row header for the totals after adding the totals and setting the aggregation for that row or column in the tooltip:

Mean value with 95% CI

Adds one or more sets of mean lines and distribution bands; the distribution bands are configured with a confidence interval of 95%. You can add these elements for a specific measure or for all measures.

The confidence interval distribution bands shade the area the population falls 95% of the time.

You can click an inserted mean line or distribution and choose Edit or Remove. A third option is available in Tableau Desktop: Format. When you select the Edit option, the Edit Reference Line dialog box appears. The mean lines and distributions must each be edited, formatted and removed separately. You must click the outside edge of a distribution ribbon to view the options. Clicking in the middle of the band has no effect. Another way to edit a line or distribution in Tableau Desktop is to right-click (or Ctrl-click on Mac computers) the appropriate axis and select Edit Reference Line. There are two options in a submenu: mean and 95% confidence interval

You can also remove lines and ribbons by dragging them out of view.

Median with 95% CI

Adds one or more sets of median lines with distribution bands. The distribution bands are configured with a confidence interval of 95%. You can add these elements for a specific measure or for all measures.

The confidence interval distribution bands shade the area that the population median falls 95% of the time.

You can click an inserted median or distribution and choose Edit, Format, or Remove. A third option is available in Tableau Desktop: Format. When you select the Edit option, the Edit Reference Line dialog box appears. The median lines and distributions must each be edited, formatted and removed separately. You must click the outside edge of a distribution ribbon to view the options. Clicking in the middle of the band has no effect. Another way to edit a line or distribution in Tableau Desktop is to right-click (or Ctrl-click on Mac computers) the appropriate axis and select Edit Reference Line. There are two options in a submenu: median and 95% confidence interval

You can also remove lines and ribbons by dragging them out of view.

Trend line

Inserts one or more trend lines into the view. When adding trendlines, the filing options represent the types of trendline models available in Tableau: linear, logarithmic, exponential, and polynomial. In some views only some of these options are available for selection.

For more information, see Trendline Model Types

Click a trend line to remove or edit it, or to view a statistical definition. You can also remove a trend line by dragging it out of view.

forecast

Inserts a forecast into the view. This option is only available in Tableau Desktop and not when you are editing a view on the web. You can only forecast if the view has at least one measure.

Forecasting is not supported for views based on multidimensional data sources. Furthermore, a view cannot contain any of the following:

  • Table calculations

  • Disaggregated key figures

  • Percentage calculations

  • Grand totals or subtotals

  • Date values ​​with the aggregation "Exact date"

There may be restrictions for time series with NULL values.

For more information, see Forecast.

To remove, edit, or read the description for the current forecast, choose Forecast from the Analysis menu.

Custom reference line

You can add reference lines for a measure or for all measures in the view.

After you drag and drop a reference line from the Analysis area onto a target, Tableau automatically opens the Edit dialog box. For more information on the options available, see the Add a Reference Line section in the article Reference lines, bands, distributions and fields. To return to this dialog box later, click the line and choose Edit.

Custom reference band

You can add reference bands for a specific measure or for all measures in the view.

After you drag and drop a reference band from the Analytics area onto a target, Tableau automatically opens the "Edit Reference Line, Band, or Field" dialog box. For more information about the options available, see the Adding Reference Bands section in the article Reference lines, bands, distributions and fields. To return to this dialog box later, click the ribbon and select Edit. You must click the outside edge of a reference band to view the options. Clicking in the middle of the band has no effect.

Custom distribution band

You can add reference distributions for a specific measure or for all measures in the view.

After you drag and drop a reference distribution from the Analytics area onto a target, Tableau automatically opens the "Edit Reference Line, Band, or Field" dialog box. For more information about the options available, see the Adding Reference Distributions section in the article Reference lines, bands, distributions and fields. To return to this dialog box later, click the ribbon and select Edit. You must click the outside edge of a distribution ribbon to view the options. Clicking in the middle of the band has no effect.

Custom box plot

In Tableau Desktop, unless you are editing the view on the web, you can drag and drop a box plot from the Custom section of the Analysis pane onto a target. (Remember, you can add a box plot from the Summarize section of the Analysis pane on the web.) When you drag a box plot from the Custom section, Tableau automatically opens the Edit Reference Line, Band, or Field dialog box ". For more information on the options available, see the Add a box plot section in the article Reference lines, bands, distributions and fields. The scope of a box plot is always a cell (never a table or area).

Click any horizontal line on the box plot to view statistical information about whiskers, quartiles, and medians.

To return to this dialog box later, click the ribbon and select Edit.