Table Crosstab is the best way to display data on a multi-level. This article will show you how to create a Tableau Crosstab or matrix report with an example.
For this Crosstab demonstration, we will use the data present in the Global Super Store Excel Worksheet. So please refer to the Connecting to Excel Files article available on the Tableau tutorial page to understand the connection settings.
Create a Tableau Crosstab Matrix Report
Dragging any Dimension field to the Rows section will automatically create a table for you. Otherwise, selecting the Tableau Text label will do the trick. Let me drag Country from the Dimensions Region to the Rows shelf. Next, drag and drop Quantity from the Tableau Measures Shelf to the Text field present in the Marks Shelf. Now you can see the Tableau table report.
Let me add the Sales field to the Measures shelf. Similarly, add one more Measure called Profit to the Tableau Crosstab matrix report.
- Add Row and Column Totals in Tableau.
- Add Subtotals and Grand totals in Tableau.
- Tableau Alternative Row colors.
- add Alternative Column Colors in Tableau.
To convert this Table to a Matrix. Drag and drop the category field to the Columns Shelf. Now, you can see the Matrix or crosstab.
Let me add one more dimension (Market) to the Column’s shelf
You can also add fields on the Rows shelf to group row fields
