INCLUDE LOD expression in Tableau - Cell-by-Cell Formula Trace

Sample Data

Sales data by Region and Category

Cell	Value
A1	Region
B1	Category
C1	Sales
A2	East
B2	Furniture
C2	100
A3	East
B3	Office Supplies
C3	200
A4	West
B4	Furniture
C4	300
A5	West
B5	Office Supplies
C5	400

Formula Trace

{ INCLUDE [Category] : SUM([Sales]) }

Step 1: SUM([Sales]) for each Region and Category

Step 2: INCLUDE [Category] : SUM([Sales])

Cell Reference Map

    A       B               C
1 |Region | Category      | Sales
2 | East  | Furniture    | 100  
3 | East  | Office Supp. | 200  
4 | West  | Furniture    | 300  
5 | West  | Office Supp. | 400  

Formula references columns B and C for Category and Sales

The formula uses Category (B) and Sales (C) columns to calculate sums including Category detail

Result

    A       B               D
1 |Region | Category      | Sales with INCLUDE
2 | East  | Furniture    | 100
3 | East  | Office Supp. | 200
4 | West  | Furniture    | 300
5 | West  | Office Supp. | 400

Column D shows the sum of sales at Region and Category level, matching the original sales values

The result shows sales summed at Region and Category level, even if the view is grouped only by Region

Sheet Trace Quiz - 3 Questions

What does the INCLUDE LOD expression do in this example?

A It filters sales to only one Category

B It sums sales only by Region ignoring Category

C It sums sales by Region and Category even if the view is only by Region

D It averages sales across all Regions

Key Result

INCLUDE LOD expressions add specified dimensions to the aggregation level temporarily