Introduction
Calculating in Tableau
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Exercise file demonstration
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1. Foundations of Tableau Calculations
Preparing your work in Tableau
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Data types in Tableau
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Creating calculations
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Syntax foundations and the Calculation Editor
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Overview of calculation types
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Documenting calculations
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2. Row-Level Calculations
What does row-level mean?
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Cropping and searching strings
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Splitting and replacing strings
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Concatenating strings
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Truncating date fields
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Calculating simple intervals between two points in time
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Calculating complex intervals between two points in time
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Challenge: Combine fields
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Solution: Combine fields
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3. Aggregated Calculations
Why aggregate?
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Sum and average
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Minimum and maximum
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Median and attribute
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Counting elements
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Filtering aggregates correctly
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Challenge: Products per target consumer
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Solution: Products per target consumer
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4. Numerical Calculations
Arithmetic operators
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Pitfall: Calculating weighted ratios
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Calculating absolute values and signs
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Float to integer: Rounding and truncating
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Calculating powers
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Comparing numbers
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Challenge: Weighted discount
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Solution: Weighted discount
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5. Logical Calculations
Logical operators
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Logical calculations: To aggregate or not to aggregate?
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If-Then-Else logic
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CASE logic
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Treating null values
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Challenge: Compare yearly sales
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Solution: Compare yearly sales
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6. Table Calculations
What are table calculations?
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Running total
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Absolute and relative differences
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Direction in table calculations
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Percent of total
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Rank and types of rank
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Filtering table calculations correctly
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Combining table calculations and aggregated calculations
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Nesting table calculations
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Challenge: Table calculations
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Solution: Table calculations
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7. Level of Detail Calculations
When do I need LOD calculations?
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Syntax of LOD calculations
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EXCLUDE LOD calculations
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INCLUDE LOD calculations
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FIXED LOD calculations
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LOD calculations in the Tableau Order of Operations
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Challenge: LOD
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Solution: LOD
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Conclusion
Hidden calculation functions
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Continuing on with Tableau
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Ex_Files_Tableau_Mastering_Calculations.zip
(1.2 MB)