Extract optimization in Tableau - Cell-by-Cell Formula Trace

Sample Data

Sample sales data by date and region used to demonstrate extract optimization in Tableau.

Cell	Value
A1	Date
B1	Sales
C1	Region
A2	2024-01-01
B2	100
C2	North
A3	2024-01-02
B3	150
C3	South
A4	2024-01-03
B4	200
C4	North
A5	2024-01-04
B5	130
C5	East
A6	2024-01-05
B6	170
C6	South

Formula Trace

SUM(IF [Region] = 'South' THEN [Sales] ELSE 0 END)

Step 1: Check each row if Region = 'South'

Step 2: Apply IF condition: If True take Sales, else 0

Step 3: SUM of filtered sales values

Cell Reference Map

    A       B       C
1 | Date  | Sales | Region |
2 | 2024-01-01 | 100   | North  |
3 | 2024-01-02 | 150   | South  |
4 | 2024-01-03 | 200   | North  |
5 | 2024-01-04 | 130   | East   |
6 | 2024-01-05 | 170   | South  |

References: [Region] from column C, [Sales] from column B

The formula uses the Region column (C) to filter rows and Sales column (B) to sum values.

Result

    A       B       C       D
1 | Date  | Sales | Region | Filtered Sales |
2 | 2024-01-01 | 100   | North  | 0             |
3 | 2024-01-02 | 150   | South  | 150           |
4 | 2024-01-03 | 200   | North  | 0             |
5 | 2024-01-04 | 130   | East   | 0             |
6 | 2024-01-05 | 170   | South  | 170           |

Total South Sales: 320

Filtered sales values appear in a new column. The sum of these filtered values is 320, showing total sales for the South region.

Sheet Trace Quiz - 3 Questions

Which rows have sales included in the sum?

A All rows

B Rows where Sales > 150

C Rows where Region is 'South'

D Rows where Region is 'North'

Key Result

SUM(IF condition filters rows, then sum values, else zero)