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Learning Tableau 2022

You're reading from   Learning Tableau 2022 Create effective data visualizations, build interactive visual analytics, and improve your data storytelling capabilities

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Product type Paperback
Published in Aug 2022
Publisher Packt
ISBN-13 9781801072328
Length 568 pages
Edition 5th Edition
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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 (20) Chapters Close

Preface 1. Taking Off with Tableau FREE CHAPTER 2. Connecting to Data in Tableau 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. Integrating Advanced Features: Extensions, Scripts, and AI 14. Understanding the Tableau Data Model, Joins, and Blends 15. Structuring Messy Data to Work Well in Tableau 16. Taming Data with Tableau Prep 17. Sharing Your Data Story 18. Other Books You May Enjoy
19. Index

Introduction to calculations

A calculation is often referred to as a Calculated Field in Tableau because, in most cases, when you create a calculation, it will show up as either a new measure or dimension in the data pane. Calculations consist of code that’s made up of functions, operations, and references to other fields, parameters, constants, groups, or sets. This code returns a value. Sometimes, this result is per row of data, and sometimes it is done at an aggregate level. We’ll consider the difference between Tableau’s major calculation types next.

The four main types of calculations

The most fundamental way to understand calculations in Tableau is to think of four major types of calculations:

  • Row-level calculations: These calculations are performed for every row of underlying data.
  • Aggregate calculations: These calculations are performed at an aggregate level, which is usually defined by the dimensions used in the view.
  • Level...
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