2026 Week 26 | Sigma: Level of Detail Calculations

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Introduction

Welcome to Week 26 of 2026!

We are bringing “Level of Detail” expressions that you might be famililar from other BI tools into Sigma this week! In short, Level of Detail expressions allow you to perform aggregation by specifically defined dimensions that is less granular than the row level, while preserving the overall table granularity. This is frequently used to perform comparisons, create benchmarks, and other advanced analytics use cases. 

The example workbook contains 3 scenarios, each containing a solved example and “Your Turn” to practice. It is encouraged that you could duplicate the workbook on Sigma Public to first see the column calculation configuration and then apply the same concept in your practice. 

To complete this challenge, you must work in Sigma Public.

Good luck!

-Stanley

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Requirements

Challenge #1: Aggregate calculation at 1 dimensional level of detail

  • End Goal (In Tableau Expression): { FIXED [Product Type]: SUM( [Quantity] )}
  • Business Definition: Find the Total Quantity Sold per Product Type
  • Sigma Approach: Table Grouping 

Challenge #2: Aggregate calculation at 2 dimensional level of detail

  • End Goal (In Tableau Expression): { FIXED [Store Region], [Store State]: SUM( [Quantity] )} / { FIXED [Store Region]: SUM( [Quantity] )}
  • Business Definition: Calculate the % of Total Quantity Sold that each Store State contributes to their Store Region
  • Sigma Approach: Rollup() functions

Challenge #3: Conditional aggregate calculation

End Goal (In Tableau Expression):IF { FIXED [Order Number] : MAX(IF [Product Family] = “Refurbished MP3” THEN 1 ELSE 0 END) } = 1 THEN { FIXED [Order Number] : SUM(IF [Product Family] = “MP3 Player” THEN [Quantity] ELSE 0 END) } END

  • Business Definition: For those orders with at least 1 Refurbished MP3 Product (Product Family), how many additional MP3 Player (Product Family) did they purchase in their order?
  • Sigma Approach: Rollup() functions

Want more clarification? Duplicate my workbook in Sigma Public and see how exactly it is configured!

Dataset

Any you like! You could start with the Sigma Sample Database!

Share

After you finish your workout, share on LinkedIn, Sigma’s Community page, (or Twitter) using the hashtags #WOW2026 and #Sigma, and tag Ashley Bennett, Stanley Gai, Jessica Batten, Eric Heidbreder, and Carter Voekel!

Also, make sure to fill out the Submission Tracker so that we can count you as a participant this week to track our participation throughout the year.

Solution