Data Calculations in Tableau: Sum and Running Sum
What is Tableau Sum and Running Sum?
Sum
SUM is one of the commonly performed functions in Tableau. The Tableau Sum function seeks out the Sum of records under consideration. It is the total of the values present in a field. The screenshot provided below exhibits the total sum of sales for each of the three categories as given in Sheet 1.
In the sample dataset shown below, the sum of sales is shown corresponding to each of the corresponding values in the dimension "Category". For example, "Furniture" has a total sale of 754,748, which could be comprising of furniture related products such as Tables, Chairs etc.
Running Sum
A RUNNING SUM is a cumulative total in a row or column from the first value to the final value in the respective row or column. For instance, in the example given below, the cumulative values of Furniture and Office Supplies stand at 1,486,641 and that value when added to Technology’s value of 839,893 gives 2,326,534.
You can summarise or modify the granularity of your data using aggregate functions. An aggregate part combines the values of multiple lines to provide a single value. Examples of aggregate functions apart from sum are measurements based on Count, Count Distinct, Fixed Calculations, and other standard integration functions.
Every time you include a measure in your view, an aggregate is automatically applied to that measure. Depending on the context of the view, different aggregation techniques are used. Analysts can well utilise these features to simplify the whole complex process of data analysis, and organisations can harness them for insightful decisions.
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Challenge
- The IT infrastructure of Alghanim where the Alteryx Sandbox Server platform was hosted was in an on-premise datacenter which was designed to be scalable and robust with multi node physical clusters including the server, storage and network components. However, most of the physical hardware was quite old and not equipped with the latest generation of physical servers.
- Frequent hardware crashes and portal downtime kept troubling the availability of the Alteryx Sandbox Server application. Assigning a touch hand support person to power on the hardware that was down seemed quite impossible due the restrictions during covid period. Hence, Alghanim wanted to look for another viable solution.
- Though the hardware setup at Alghanim was well equipped to meet the occasional spikes in the traffic, it was observed that over a course of 6-month time, most of the IT infra was underutilized than predicted. It was realized that spending huge amount of money on an old hardware plus software maintenance, license costs, internet bandwidth, datacenter cooling and maintenance, touch support personnel and electricity costs – were keeping the business operations challenging.
- There was an attempt by Alghanim to select a cost-effective solution that can host Alteryx Sandbox Server application servers, web servers and archival data. This way IT infra can be re-provisioned to host sensitive data on-premise and the rest on the cloud, thereby reducing the overall physical hardware costs spent on a yearly basis.
Why AWS
- Alghanim decided to migrate Alteryx Sandbox Server, database servers and archival data to AWS.
- The Alteryx Sandbox Server’s AWS architecture includes Amazon Elastic Compute Cloud (Amazon EC2), that provides complete control of its computing resources, updates to tables in Amazon Relational Database Service (Amazon RDS) and AWS Elastic Load Balancer was used to distribute the traffic to the underlying EC2 instances based on the load.
Benefits
- Alghanim uses AWS services to provision infrastructure and deploy the Alteryx Sandbox Server platform to other departments within it. In addition, the Alteryx Sandbox Server resources that are no longer required to be run all the time are made to auto shutdown thus saving cost. Alghanim reported a 30% cost reduction after implementation of AWS for the Alteryx Sandbox Server platform.
- The implementation of Alteryx Sandbox Server on AWS made Alghanim confident in the security of its data, and its accreditation team is enthusiastic about the monitoring and auditing capabilities provided by AWS tools. With the implementation of IAM roles, Alghanim IT team was able to isolate systems and tightly control user accesses. These capabilities were harder to achieve within the existing infra but were available out of the box with AWS
- By adopting AWS to host the Alteryx Sandbox Server platform, Alghanim has been able to innovate and experiment to a degree previously impossible. For example, Alghanim compared the performance and cost-effectiveness of three different cloud solutions. Without moving to the AWS, the costs associated with running an outdated on-premise hardware would have creeped up and the alternative way of upgrading the existing on-prem infrastructure to the latest hardware models and then hosting the Alteryx Sandbox Server application on top of it would have taken months.
AWS: Four Types of Cloud Business Value
In the era of digital transformation and infrastructure modernization, the journey to the cloud has been both exhilarating and challenging. Many businesses have successfully migrated their "easy" applications to the cloud. However, a prevailing concern lingers among business leaders—an uncertainty about the returns on investment in terms of time and effort. Questions arise about productivity gains, data security, and the impact on critical agility metrics, such as time to market. Here, we delve into the distinct results observed by AWS users across four pivotal domains of cloud business worth: cost efficiency, workforce efficiency, resilience, and adaptability.
1. Cost Savings: More Than Meets the Eye
Migrating infrastructure to Amazon Web Services (AWS) yields significant cost savings, averaging around 20% in total infrastructure expenses. Top performers witness a staggering 47% reduction, highlighting the potential for substantial savings. Yet, the nuances lie in application-specific cost reductions that vary based on factors like application complexity and cloud tenure.
Studies reveal a significant financial shift for organizations venturing into AWS migration. On average, businesses witness a remarkable 20% reduction in total infrastructure costs—a noteworthy achievement translating to a staggering $69 million slashed from an average pre-migration annual IT spend of $345 million. However, the journey to AWS doesn’t merely stop at these impressive numbers. For top performers, the stakes are higher, yielding an exceptional 47% savings in total infrastructure costs. This equates to a colossal $164 million reduction from an average annual IT spend of $349 million. (Refer to Fig. 1 for a graphical representation.)
2. Workforce Efficiency
Following the migration of applications to AWS, there's a noticeable enhancement in IT infrastructure staff productivity among respondents. They report a remarkable 66% rise in the number of retained VMs managed per administrator. Such post-migration efficiencies enable a strategic shift, allowing 17% of staff positions to transition from routine infrastructure maintenance to pivotal roles focusing on infrastructure planning, architecture, orchestration, and innovation (Refer to Fig. 3 for visual representation)
A commercial finance organization exemplifies the tangible impact of AWS migration on innovation. Their technology division experienced a significant leap in developer focus post-migration. Initially allocating 20% of developer time to crafting new features, their shift to AWS elevated these efforts drastically. For customer relationship management and business intelligence, the focus surged to an impressive 60%, witnessing a threefold increase. However, the transformation was even more substantial for their migrated financial planning and analysis system, skyrocketing from a mere 20% pre-migration to a staggering 80% post-migration—showcasing an unparalleled fourfold increase.
3. Resilience
Cloud technology has redefined resilience by elevating system availability, reducing latency, and fortifying security measures. The disruptive impact of the pandemic accentuated the criticality of resilience, surpassing the effectiveness of traditional disaster recovery approaches and redundant data centers. Cloud-based infrastructure emerged as a crucial linchpin, ensuring uninterrupted operations during tumultuous times.
The scalability inherent in cloud services played a pivotal role during the pandemic, exceeding initial capacity plans by an astounding 90%. This scalability was instrumental in swiftly connecting and supporting remote workers, effectively mitigating disruptions. Chief Information Officers (CIOs) emphasized that their previous migration to AWS significantly facilitated the accommodation of sudden surges in demand, underscoring the importance of cloud infrastructure in maintaining seamless operations during critical periods.
A U.S.-based healthcare nonprofit's strategic migration of its last on-premises ERP system to the cloud in 2019 fortuitously positioned it for the subsequent shutdowns and challenges brought on by the pandemic. The seamless integration of cloud technology enabled the organization to navigate and maintain operational continuity amidst adversity, highlighting the indispensable role of cloud solutions in supporting mission-critical functions and adapting to hybrid office-remote work models.
In today's digital commerce landscape, system downtime carries profound consequences far beyond inconvenience. It significantly impacts businesses, directing customers towards competitors' platforms. The financial implications of downtime are staggering, averaging 79 minutes and costing approximately $84,650 per hour in 2020. Furthermore, the aftermath of data breaches and ransomware attacks extends beyond financial costs, causing public embarrassment and substantial recovery expenses, averaging $4.6 million for cyberattacks and $4.2 million for data breaches.
The migration to AWS represents a transformative milestone, significantly bolstering both availability and security. Many key resilience Key Performance Indicators (KPIs) exceeded the 50% mark, as illustrated in Fig. 4. This substantial enhancement underscores the transformative impact of AWS migration in fortifying operational resilience and proactively mitigating potential threats.

4. Adaptability
The most strategic of all cloud migration benefits, agility equips organizations for success in a digital business environment. Agility refers to the ability to respond quickly and effectively to changes in business conditions or disruptive business events. Broadly speaking, the more technology infrastructure an organization has in the cloud, the more agile it can be. A study by The Hackett Group on agility in business services functions (i.e., finance, HR, IT, and procurement), found that the most agile organizations have 41% of their infrastructure in the cloud, compared to just 29% for the average respondent.
Winning in a digitally competitive industry or market depends heavily on agility in product development. A major aspect is the speed at which new technology-enabled products and features are brought to market. For applications in the cloud, technology organizations are better able to use agile/DevOps methodologies thanks to services that simplify and accelerate provisioning infrastructure, deploying application code, automating software release processes, and monitoring application and infrastructure performance. These changes, combined with the development-team productivity gains discussed earlier, contribute to a 43% decrease in time to market and a faster pace for production releases (Fig. 5).
Recommendations
The Cloud Services Study underscores how migrating to AWS drives substantial business value across cost savings, staff productivity, resiliency, and agility. It dispels the notion that the cloud is solely a cost-saving venture, highlighting its strategic superiority over traditional on-premises infrastructure. The agility alone—enabling quicker time to market, enhanced insights, and frequent production releases—positions organizations competitively in the digital sphere. This transformative shift from infrastructure management to innovative development is a pivotal game-changer.
In forthcoming reports, we'll delve deeper into specific migration strategies and cloud financial management practices that contribute to superior outcomes. Meanwhile, here are key insights from this study:
So, whenever I open the workbook or the extract is refreshed, Tableau displays the unique values within the range specified, giving more control over the parameter values displayed.
Multiple Marks Layer Support for Maps
This is an exceptional feature to bring multiple spatial layers and context together to better understand and analyze geospatial data and map views. I will be able to include multiple marks layers from a data source to map visualizations and enhance the geospatial analysis. I can present more context in a single map view and perform further analysis with this feature.
Block Comments in Calculations
Block comments is a simple yet one of the most useful features for me, which Tableau has announced in 2020.4. I often used to add comments in complex calculations for easy understanding in future references. Earlier, only single-line comments were possible, limiting the description I could add. But from now on, I can add comments of any length to calculation windows with block comments by simply starting the comment with /* and ending with */.
What makes it unique is that the new multi-line block comment feature is consistent with other popular programming languages. This feature is an example of Tableau’s on-going effort to provide its customers with an intuitive user experience.
Tableau Server
Web Authoring Enhancements
Starting from Tableau 2020.4, it is possible to author dashboards from the browser just like how we design it in Tableau Desktop. With this web authoring enhancements, I can include Highlight actions, Format Mark Labels, apply filters to worksheets, create fixed sets, and even create extract in my workbooks from the browser itself. I no longer have to make changes from Tableau Desktop and publish it to the server. I can directly do it from the browser itself.
Offline Map Support for Tableau Server
Rendering dashboards with maps is now faster compared to previous versions. Now, I can create maps using the offline map style in web authoring, ensuring the performance of map views in Tableau Server. Offline map support is a great deal for organizations with strict internet access restrictions, assuring that map view access to all its users.
Tableau Server Management (TSM) Improvements
Tableau Server Administration activities like installation, upgrade and backup are now easy like never before. I can retry installation or upgrade from the last checkpoint in case of an unexpected issue or error during installation or upgrade, saving my efforts to obliterate tableau server.
Backups can be performed twice as fast as previous versions, and I can monitor the progress with the new progress bar giving visibility into what step the backup is on and how much time is remaining.
Backups can also be scheduled using TSM command starting from 2020.4 and that is awesome. I no longer need to prepare batch script and depend on the windows task scheduler to schedule the backups on regular intervals; instead, I can schedule it with just a single command.
Multiple Key Activation on Tableau Server Prior to TSM Initialization
During Tableau Server installation, it is now possible to activate multiple license keys prior to TSM initialization. I will be able to save a lot of time by eliminating the need to restart after the installation is completed to activate multiple licenses and experience a smoother installation.
Analytics Extension for Tableau Online
The power of the Analytics extension is now unlocked in Tableau Online too. The feature was already available in Tableau Server, and it helped us dynamically perform advanced analysis with models and functions in R, Python and other platforms.
Analytics extension in Tableau Online significantly enhances the scope of using Advanced Analytics by the common users.
Merge Duplicate External Assets
Earlier, the Database or Table with similar names used to appear as multiple assets within Tableau Catalog. But, the new feature helps me to merge those multiple assets into a single one. I can manage assets easily and keep an organized view of External assets by merging the common ones.
Tableau Prep
Tableau Prep Builder in the Browser
Prepare the data for visualizations from anywhere using a browser! Starting from 2020.4, Tableau is bringing the data prep process into one integrated platform on the web. Now I can easily prepare and manage prep flows from anywhere using a browser.
Conclusion
Tableau is progressively evolving as a single platform for data preparations, visualization, and collaboration with every update and version release.
Author : Firdous Maqbool
Images Courtesy : Tableau
Looking to up your game in Business Intelligence and Data Visualization? Want to explore the endless possibilities of Tableau, showcase your work, and get valuable feedback from like-minded peers? Then TUG Meetup is the right event.
The Second TUG Cairo Meetup
Beinex has sponsored the second Tableau User Group Meetup in Cairo, and we are glad to initiate a thriving community that promotes learning, growth, and networking. TUG provides the perfect platform to connect with others, exchange ideas, and gain inspiration whether you're a beginner or an expert in Tableau. At the second TUG Meetup Cairo, the participants got the opportunity to showcase their work, receive constructive feedback, and be part of a community that shares their passion for data visualisation.
Date: March 11, 2023Venue: MQR, The GrEEK Campus Downtown, Cairo Governorate 11513
Time: 2 PM to 5 PM GST.
We had a great discussion with the following eminent speakers on the topics enlisted below:
| # | Speakers | Designation | Topics |
|---|---|---|---|
| 1 | Khaled Hoza | Data Analyst Team Lead, Fawry | Analyse the performance of your customer retention strategy |
| 2 | Martina Ghali | Senior CRM Specialist, Cartona | Overview of digital marketing and get it visualised in Tableau |
| 3 | Ahmed Ismail | NLP Engineer, Agolo | Visualise your text analytics in numerous ways |
Abdelaziz Mahjoub, Data Analytics Lead Consultant, Beinex was the leader of the TUG Cairo Meetup. He is the first and only Tableau Public Ambassador in Egypt and MENA Region, Tableau public featured author, 1x #VOTD, and Tableau certified associate with practical and academic knowledge of Essential Design Principles techniques.
Initiating a New Tribe that Helps to Grow
[sc name="quote" quote="“Since my early days in the field, I struggled to get help on how to start, a lot. I know how hard it’s to fully understand a certain technology or a tool to a mastery level without proper guidance and mentoring. Here in Cairo TUG, I try my best to help other people not to find themselves in my position back then. That’s why I started Cairo TUG, to build a strong community that everyone can rely on to get help and find the proper guidance”" author="Abdelaziz Mahjoub, Lead Consultant, Analytics at Beinex Consulting,He is the master brain behind the Cairo TUG."][/sc]

