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Tableau Worksheet
📊 LOD Expressions
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NameClassDate
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FIXED / INCLUDE / EXCLUDEControl aggregation levelClassic LOD use casesLOD vs table calcs📚 Quick Recap
LOD Expressions are among the most powerful — and most misunderstood — features in Tableau. They let you compute aggregations at a different level of granularity than the current view, solving a whole class of analytics problems that are otherwise impossible with standard calculated fields or table calculations. Once you truly understand FIXED, INCLUDE, and EXCLUDE, your Tableau work will reach a completely different level.
🧠 Section A · Concept Check ● BEGINNER 4 × 1 = 4
1LOD stands for:
2Ignore view filters/dimensions with:
3Add finer detail into an aggregate with:
4Customer first-purchase date is a classic:
🧮 Section B · Problem Solving ● INTERMEDIATE 2 + 3×3 = 11
5Syntax: { FIXED [Customer] : ([Sales]) }.
6 removes a dimension from the calc's level.
7Average order value per customer regardless of view?
8FIXED vs INCLUDE in one line?
9Cohort by first purchase year - approach?
🚀 Section C · Challenge ● CHALLENGE 5
10Why did your FIXED ignore the region filter?
💭 Reflection — the most useful thing I learned:
A ___/4 B ___/11 C ___/5 Total ___/20
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✂ answer key — fold or cut before handing out
1-A 2-A 3-A 4-A | 5 SUM 6 EXCLUDE 7 = { FIXED [Customer] : AVG([Order Value]) } 8 = FIXED pins to stated dims; INCLUDE adds dims to the view level 9 = { FIXED [Customer] : MIN(YEAR([Order Date])) } | 10 = Dimension filters apply after FIXED - use context filters