Why sharing enables organizational adoption in Tableau - Formula Trace Breakdown

Sample Data

This data shows users, how many times they viewed dashboards, and the audience they shared dashboards with.

Cell	Value
A1	User
B1	Dashboard Views
C1	Shared With
A2	Alice
B2	120
C2	Team
A3	Bob
B3	80
C3	Department
A4	Carol
B4	150
C4	Company
A5	Dave
B5	50
C5	Team

Formula Trace

SUM(IF [Shared With] = 'Company' THEN [Dashboard Views] ELSE 0 END)

Step 1: Check each row if 'Shared With' equals 'Company'

Step 2: For rows where condition is true, take 'Dashboard Views', else 0

Step 3: Sum the values from step 2

Cell Reference Map

    A       B               C
1 | User | Dashboard Views | Shared With |
2 | Alice| 120            | Team       |
3 | Bob  | 80             | Department |
4 | Carol| 150            | Company    |
5 | Dave | 50             | Team       |

Formula references column B and C to filter and sum views.

The formula uses 'Shared With' (column C) to filter rows and sums 'Dashboard Views' (column B) for those filtered rows.

Result

    A       B               C               D
1 | User | Dashboard Views | Shared With | Total Company Views |
2 | Alice| 120            | Team       |                    |
3 | Bob  | 80             | Department |                    |
4 | Carol| 150            | Company    | 150                |
5 | Dave | 50             | Team       |                    |

The final result shows the total dashboard views shared with the entire company as 150, calculated from Carol's views.

Sheet Trace Quiz - 3 Questions

Which user’s dashboard views are counted in the total?

A Bob

B Carol

C Alice

D Dave

Key Result

SUM(IF [Condition] THEN [Value] ELSE 0 END) sums values only when condition is true.