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The Tableau Workshop

You're reading from   The Tableau Workshop A practical guide to the art of data visualization with Tableau

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Product type Paperback
Published in Apr 2022
Publisher Packt
ISBN-13 9781800207653
Length 822 pages
Edition 1st Edition
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Authors (5):
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Shweta Savale Shweta Savale
Author Profile Icon Shweta Savale
Shweta Savale
Kenneth Michael Cherven Kenneth Michael Cherven
Author Profile Icon Kenneth Michael Cherven
Kenneth Michael Cherven
Sumit Gupta Sumit Gupta
Author Profile Icon Sumit Gupta
Sumit Gupta
Sylvester Pinto Sylvester Pinto
Author Profile Icon Sylvester Pinto
Sylvester Pinto
JC Gillet JC Gillet
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JC Gillet
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Table of Contents (12) Chapters Close

Preface
1. Introduction: Visual Analytics with Tableau 2. Data Preparation: Using Tableau Desktop FREE CHAPTER 3. Data Preparation: Using Tableau Prep 4. Data Exploration: Comparison and Composition 5. Data Exploration: Distributions and Relationships 6. Data Exploration: Exploring Geographical Data 7. Data Analysis: Creating and Using Calculations 8. Data Analysis: Creating and Using Table Calculations 9. Data Analysis: Creating and Using Level of Details (LOD) Calculations 10. Dashboards and Storyboards 11. Tableau Interactivity: Part 1

Quick Table Calculations

Quick table calculations, as the name suggests, allow you to quickly apply frequently used table calculations to the view using the most typical settings for that calculation type. They save you the effort of using the column fields from data to create calculations. They have inbuilt logic , so you can use them directly in the view. Some of the most commonly used table calculations are as follows:

  • Running Total
  • Difference
  • Percent of Total
  • Percent Difference
  • Percentile
  • Rank
  • Moving Average

You will start by learning how to apply quick table calculations, using the Sample - Superstore dataset. This file can be found by following the Documents | My Tableau Repository | Data Sources system path, and then opening the Sample - Superstore.xls file.

To begin, create a view that shows Category against YEAR(Order Date) and SUM(Profit), as follows:

Figure 8.2: Initial view

Table calculations only work with...

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