Tableau Desktop: Performing Calculations


Overview/Description
Expected Duration
Lesson Objectives
Course Number
Expertise Level



Overview/Description

Performing calculations is one of the most essential parts of analysis in Tableau. Calculations allow you to manipulate your data in ways that standard tools cannot. In this 10-video course, learners will explore ways to manipulate various data types with a number of different functions and calculations to solve a wide range of problems. Begin by working with the string functions and using the Calculated Field window, and then work with the date functions by using the Calculated Field window. Use quick table calculations to quickly apply common table calculations to visualizations; create simple LOD [level of detail] expressions and use them in visualizations; and observe the use of EXCLUDE and FIXED LOD expressions in calculations. Discover how to perform ad-hoc calculations; configure aggregate and disaggregate options, and perform logical calculations. The course concludes by focusing on the use of arithmetic and aggregate calculations, and using join calculations to work with data where common fields are missing in the two sources.



Expected Duration (hours)
0.6

Lesson Objectives

Tableau Desktop: Performing Calculations

  • work with the string functions using the Calculated Field window
  • work with the date functions using the Calculated Field window
  • use quick table calculations to quickly apply common table calculations to visualizations
  • create simple LOD expressions and use them in visualizations
  • demonstrate the use of EXCLUDE & FIXED LOD expressions in calculations
  • create ad-hoc calculations using existing fields
  • demonstrate the approach to setting default aggregation for any measure which is not a calculated field and disaggregate all measures in the view
  • create logical calculations to determine if certain conditions are true or false
  • use aggregate functions to summarize or change the granularity of data
  • demonstrate how to use join calculations to work with data where common fields are missing in the two sources
  • Course Number:
    ds_tbldsk_07_enus

    Expertise Level
    Intermediate