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Data model best practices in Tableau - Cell-by-Cell Formula Trace

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Concept Flow

Orders Table
+----------+------------+------------+------------+----------+-------+
| Order ID | CustomerID | Order Date | Product ID | Quantity | Price |
+----------+------------+------------+------------+----------+-------+
| 1001     | C001       | 2024-01-10 | P100       | 2        | 15.00 |
| 1002     | C002       | 2024-01-11 | P101       | 1        | 25.00 |
| 1003     | C001       | 2024-01-12 | P102       | 3        | 10.00 |
+----------+------------+------------+------------+----------+-------+

Formula: SUM([Quantity] * [Price])

Steps:
1. Multiply Quantity by Price for each row
2. Sum all results to get total sales

This flow shows a simple sales data table and the calculation of total sales by multiplying quantity and price per order line, then summing all.

Formula

SUM([Quantity] * [Price])

This formula calculates the total sales amount by multiplying quantity and price for each order line and then summing all those values.

Step-by-Step Trace

Order ID	CustomerID	Order Date	Product ID	Quantity	Price	Line Total
1001	C001	2024-01-10	P100	2	15.00	30.00
1002	C002	2024-01-11	P101	1	25.00	25.00
1003	C001	2024-01-12	P102	3	10.00	30.00

The sum of the Line Total column is 85.00, representing total sales.

Variable Tracker

Step	Expression	Result	Explanation
1	[Quantity] * [Price] for each row	[215.00, 125.00, 3*10.00]	Multiply quantity by price per order line.
2	Calculate line totals	[30.00, 25.00, 30.00]	Results of multiplication for each row.
3	SUM of line totals	85.00	Sum all line totals to get total sales.

Key Moments

What does multiplying Quantity by Price per row represent?

What is the final total sales amount?

Which columns are essential for this calculation?

Sheet Trace Quiz - 3 Questions

Test your understanding

What does the step '[Quantity] * [Price] for each row' calculate?

AThe total price for each order line

BThe total quantity sold

CThe average price per product

DThe total number of orders

Key Result

Data model best practices include organizing data in clear tables with meaningful columns. Calculations like total sales multiply quantity by price per row and sum results. This keeps data clean and calculations simple.

Transcript

We start with a sales data table showing orders with quantities and prices. To find total sales, we multiply quantity by price for each order line, then add all those amounts together. This step-by-step approach helps keep calculations clear and accurate. Using separate columns for quantity and price makes the data model easy to understand and maintain.