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Learning Tableau

You're reading from   Learning Tableau Leverage the power of Tableau 9.0 to design rich data visualizations and build fully interactive dashboards

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Product type Paperback
Published in Apr 2015
Publisher Packt
ISBN-13 9781784391164
Length 340 pages
Edition 1st 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 (13) Chapters Close

Preface 1. Creating Your First Visualizations and Dashboard FREE CHAPTER 2. Working with Data in Tableau 3. Moving from Foundational to Advanced Visualizations 4. Using Row-level and Aggregate Calculations 5. Table Calculations 6. Formatting a Visualization to Look Great and Work Well 7. Telling a Data Story with Dashboards 8. Adding Value to Analysis – Trends, Distributions, and Forecasting 9. Making Data Work for You 10. Advanced Techniques, Tips, and Tricks 11. Sharing Your Data Story Index

Creating and editing calculations


A calculation is often referred to as Calculated Field in Tableau. This is because when you create a calculation, it will show up as either a new measure or dimension in the Data window. Calculations consist of code that reference other fields, parameters, constants, or sets and use combinations of functions and operations to achieve a result. Sometimes, this result is per row of data and sometimes it is done at an aggregate level. We'll consider the difference shortly.

There are multiple ways to create a calculated field in Tableau:

  • Select Analysis | Create Calculated Field… from the menu

  • Right-click on an empty area in the Data window and select Create Calculated Field

  • Right-click on a field, set, or parameter and select Create | Calculated Field…

  • In Tableau 9.0 or later, double-click on an empty area on the Rows, Columns, or Measure Values shelves, or in the empty area on the Marks card to create an ad hoc calculation

When you start your calculation from...

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