Performing Calculations in Tableau Desktop

Tableau Desktop    |    Intermediate
  • 10 videos | 37m 22s
  • Includes Assessment
  • Earns a Badge
Rating 4.4 of 68 users Rating 4.4 of 68 users (68)
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.

WHAT YOU WILL LEARN

  • 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

IN THIS COURSE

  • 4m 1s
    Calculated fields can be used in many different ways to create new data from data that already exists in your data source. In effect, creating calculated fields creates new fields or columns in your data source which can then be used in analysis. The members of any calculated field are determined by the calculation. In this video, we’ll look specifically at string functions. FREE ACCESS
  • 2m 58s
    Calculated fields can be used in many different ways to create new data from data that already exists in your data source. In effect, creating calculated fields creates new fields or columns in your data source which can then be used in analysis. The members of any calculated field are determined by the calculation. In this video, we’ll look specifically at date functions. FREE ACCESS
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    3.  Creating quick table calculations
    3m 33s
    In Tableau Desktop, you can use quick table calculations to apply a common table calculation (such as moving average) to your viz. They are applied using the most typical settings for the chosen calculation type. However, these settings can still be adjusted if needed. We’ll look at creating a quick table calculation in this video. FREE ACCESS
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    4.  Using Level of Detail expressions
    5m 4s
    In Tableau Desktop, you can control the level of granularity you want to compute in spite of whatever the current level of detail in the visualization is. In this video, we will conceptualize LOD expressions and then look at some examples of the INCLUDE expression. FREE ACCESS
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    5.  Using EXCLUDE & FIXED Level of Detail expressions
    4m 15s
    The three types of LOD expressions in Tableau are INCLUDE, EXCLUDE and FIXED. In this video, we’ll look specifically at the EXCLUDE and FIXED expressions. EXCLUDE lets you compute at a less granular level, while FIXED allows you to compute at an entirely independent level. FREE ACCESS
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    6.  Performing ad-hoc calculations
    3m 7s
    In Tableau Desktop, you can use ad-hoc calculations for quick, on-the-fly insights. You can use ad-hoc calculations to create new calculations or to edit existing fields. FREE ACCESS
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    7.  Configuring aggregate & disaggregate options
    3m 17s
    In Tableau, you have control over how measures and dimensions are aggregated. Measures, when brought to the view, are automatically aggregated whereas Dimensions must be aggregated manually. You also have the option to disaggregate data. We’ll these and more in this video. FREE ACCESS
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    8.  Performing logical calculations
    3m 3s
    Tableau allows you to perform logical calculations. Using Boolean logic, you can determine whether a condition is true or false using the available functions. We’ll create a logical calculation and then use it in our view in this video. FREE ACCESS
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    9.  Using arithmetic & aggregate calculations
    4m 17s
    You can use aggregate calculations in Tableau Desktop. Aggregate calculations differ from normal aggregations in that the aggregation is built into the calculation. We’ll look at creating an aggregate calculation and then show performance differences from standard aggregation in this video. FREE ACCESS
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    10.  Creating calculated joins between fields
    3m 47s
    In Tableau Desktop, you can join two data sources that don’t share a common field with calculated joins. You can use a calculation to manipulate the values of a field, so a join becomes viable. We’ll look at the problem of attempting to join on unrelated fields and then propose a solution in this video. FREE ACCESS

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