Extending the Tableau data model with calculations, folders, hierarchies, grouping, and descriptions

When creating data models, Tableau allows us to extend and enhance our models for easier and more robust analysis by adjusting the metadata in the model and adding calculations. Let's create a calculation for Profit Margin %:

1. Open Tableau Desktop. From the connect pane, under the To a File section, select Text file. Locate the Superstore Sales 2022.csv file and click Open. Click on Sheet 1. Right-click on Profit and select Create | Calculated Field from the menu, as seen in Figure 10.24:

Figure 10.24 – Creating a calculated field

2. In the calculation dialog box, give your calculation the name Profit Margin % and enter SUM(Profit)/SUM(Sales) as seen in Figure 10.25. Then, click OK to finish creating the calculated field:

Figure 10.25 – Calculated field

3. Next, we will add a description...