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Check the PDF Lab 4

Introduction

• Drag & Drop -> Querying your data (Group by and aggregations)
  • Cross Table view
  • Show Data
  • Summary and All

Tableau Calculations

• Why Use Calculated Fields
• Types of calculations
  • onlinehelp.tableau.com/current/pro/desktop/en-us/calculations_calculatedfields_create.htm
  • onlinehelp.tableau.com/current/pro/desktop/en-us/calculations_calculatedfields_understand_types.htm
• Choosing the Right Calculation Type
  • onlinehelp.tableau.com/current/pro/desktop/en-us/calculations_calculatedfields_understand_which.htm
• Best Practices for Creating Calculations in Tableau
  • onlinehelp.tableau.com/current/pro/desktop/en-us/calculations_calculatedfields_bestpractices.htm)
• Functions - some highlights
  • onlinehelp.tableau.com/current/pro/desktop/en-us/functions.htm
  • Numbers (HEXBINX and HEXBINY, ZN)
  • Strings (SPLIT)
  • Logical (CASE and WHEN, IFNULL, IIF, ISNULL)
  • Aggregate (ATTR, COLLECT, CORR, COVAR, …MEDIAN, PERCENTILE, COUNT and COUNTD)
  • Table Calculation Functions (FIRST( ), INDEX( ), LAST( ), LOOKUP(), PREVIOUS_VALUE(), RANK … many, RUNNING_….. many, WINDOW_ ….. many)

LOD Table calculations

• Check this tutorial: Create Level of Detail Expressions in Tableau
  • onlinehelp.tableau.com/current/pro/desktop/en-us/calculations_calculatedfields_lod.htm
  • Using the sample workbook - Sample-Superstore

Table Calculations

The basics

• The basics: addressing and partitioning (not selected)
  • Automatic
  • User defined
• The impact of the order of dimensions in the Rows and Columns shelfs
  • The full components
• onlinehelp.tableau.com/current/pro/desktop/en-us/calculations_tablecalculations.htm

Table Calculation Types

onlinehelp.tableau.com/current/pro/desktop/en-us/calculations_tablecalculations_definebasic_runningtotal.htm

• Difference From calculation
• Moving calculation
• Percent Difference From calculation
• Percent From calculation
• Percent of Total calculation
• Percentile calculation
• Rank calculation
• Running Total calculation

Customize Table Calculations

• Using the Calculation Editor
• Nested Table Calculations
• onlinehelp.tableau.com/current/pro/desktop/en-us/calculations_tablecalculations_custom.htm