Creating a crosstab is easy in Tableau. You can click the Show Me or right-click any worksheet tab and select Duplicate as Crosstab. Another technique to build the view you want is by selecting fields and dragging them to the Columns and Row shelves.
- Double-click the primary dimension; that is, the dimension that holds the most interest. Tableau automatically adds it to the Rows shelf.
- Double-click another dimension. Tableau automatically recognizes relationships between fields and chooses the best place - either nested on the rows or added to the columns. Repeat as needed.
- Double-click measures. Tableau adds all the measures to Text as you double-click them. Repeat as needed.
Create a crosstab
Step 1
Connect to your data source. This example users the Sample - Superstore data source.
Step 2
In the Dimensions pane, double-click the Department field. When you complete this step, Tableau places the Department field on the Rows shelf.
Step 3
In the Dimensions pane, double-click Category. When you complete this step, Tableau places the Category field to the Rows shelf.
Step 4
In the Dimensions pane, double-click Region. When you complete this step, Tableau places the Region field to the Columns shelf.
Step 5
In the Measures pane, double-click the Profit and Sales fields. When you complete this step, Tableau adds Measure Names field to the Columns and Filters shelves and adds Measure Values to Text.
