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Learning Tableau 2020

You're reading from   Learning Tableau 2020 Create effective data visualizations, build interactive visual analytics, and transform your organization

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Product type Paperback
Published in Aug 2020
Publisher Packt
ISBN-13 9781800200364
Length 576 pages
Edition 4th Edition
Tools
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Author (1):
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Joshua N. Milligan Joshua N. Milligan
Author Profile Icon Joshua N. Milligan
Joshua N. Milligan
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Table of Contents (19) Chapters Close

Preface 1. Taking Off with Tableau 2. Connecting to Data in Tableau FREE CHAPTER 3. Moving Beyond Basic Visualizations 4. Starting an Adventure with Calculations and Parameters 5. Leveraging Level of Detail Calculations 6. Diving Deep with Table Calculations 7. Making Visualizations That Look Great and Work Well 8. Telling a Data Story with Dashboards 9. Visual Analytics – Trends, Clustering, Distributions, and Forecasting 10. Advanced Visualizations 11. Dynamic Dashboards 12. Exploring Mapping and Advanced Geospatial Features 13. Understanding the Tableau Data Model, Joins, and Blends 14. Structuring Messy Data to Work Well in Tableau 15. Taming Data with Tableau Prep 16. Sharing Your Data Story 17. Other Books You May Enjoy
18. Index

Aggregate calculations

We've already considered aggregations such as sum, min, and max in Tableau. Often, you'll use fields as simple aggregations in the view. But sometimes, you'll want to use aggregations in more complex calculations.

For example, you might be curious to explore the percentage of the rent that was discounted. There is no such field in the data. It could not really be stored in the source, because the value changes based on the level of detail present in the view (for example, the percent discounted for an individual unit will be different to the percent discounted per floor or per building). Rather, it must be calculated as an aggregate and recalculated as the level of detail changes.

Let's create a calculation named Discount % with the following code:

SUM([Discount]) / SUM([Rent]) 

This code indicates that the sum of Discount should be divided by the sum of Rent. This means that all the values of Discount will be added, and...

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