Window calculations

Window calculations rank, accumulate, or smooth values across related rows.

Rank

Assigns a rank to each record based on the order of specified fields, optionally within partitions.

Inputs

Input	Required?	Description
Ranking mode	Yes	How ties are numbered: Rank: ties share a rank; the next rank skips (e.g. 1, 1, 3, 4, 4, 6, ...). Dense Rank: ties share a rank; the next rank is consecutive (e.g. 1, 1, 2, 3, 3, 4, ...).
Ranking by	Yes	One or more fields to sort by, each ascending or descending.
Ranking within	No	Restart the ranking within each group (partition).

Use cases

• Rank products by total sales
• Top customers by revenue within each region
• Leaderboard of support agents by tickets closed

Running total

Calculates a running sum, average, min, or max of a metric along a date dimension on the viz.

Note: To run along a non-date dimension, switch to Formula mode and use running_total.

Inputs

Input	Required?	Description
Field	Yes	The metric (or dimension) to accumulate along the date dimension on the viz.
Dimension aggregation	Yes (when Field is a dimension)	How to aggregate the dimension before running (e.g. Count, Sum).

Use cases

• Cumulative total users over time
• Year-to-date revenue by quarter
• Running count of orders since launch

Moving calculations

Calculate a moving calculation on a metric.

Inputs

Input	Required?	Description
Moving Calculation	Yes	The function over the window (full list): Average: smooth a noisy trend (classic moving average). Sum: rolling total over a fixed lookback. Min / Max: running low or high in the window. Count: how many values fall in the window. Sample standard deviation / Population standard deviation: how spread out values are in the window. Sample variance / Population variance: squared spread in the window.
Values	Yes	The metric to compute over the moving window.
Order values by	Yes	The direction the window slides. Only options that fit the current viz are shown: Rows: table; pivot table Columns: pivot table X-Axis: line chart family, when an X-axis field is on the viz Legend: line chart family, when a legend/series field is on the viz Custom: pick dimensions to define the move direction Table with more than one dimension Pivot table with more than one row/column dimension
Number of values	Yes	Window size as Previous (behind) and Next (ahead), plus the current value: Trailing (e.g. Previous 6, Next 0): last N periods including today. Centered (e.g. Previous 3, Next 3): look both ways. Leading (e.g. Previous 0, Next 6): upcoming values only.
Null if not enough values	No	What to do when the window is incomplete (start/end of the series): Checked: return null until the window is full. Unchecked: use a partial window with the values that exist.

Use cases

• 7-day moving average of orders
• Rolling 4-week revenue sum
• Moving max of daily active users over the last 14 days