FIXED [Customer ID] : MIN([Order Date]) → This gives you the first order date for each customer, repeated on every transaction row. Perfect for building a “Cohort Month” field. 3. Compare Row Value to a Higher-Level Aggregate Problem: You have daily sales data. You want to compare each day’s sales to the monthly average .
You know the struggle. You need to compare a sales rep’s individual deal size against the average deal size for their entire region . But the moment you try, Tableau either repeats the same number on every row or forces you to use cumbersome table calculations. fixed tableau calculation
FIXED [Customer Name] : SUM([Sales]) → This calculates total sales per customer , no matter whether you’re looking at Year, Product, or Region in your worksheet. When Should You Use FIXED? (3 Real-World Use Cases) 1. Percent of Total (by a specific group) Problem: You want to show each product’s sales as a % of Category total , even if the user filters to a specific region or year. FIXED [Customer ID] : MIN([Order Date]) → This