Course
Calculations in Tableau
AdvancedSkill Level
Updated 08/2024TableauData Visualization6 hr17 videos48 Exercises3,900 XP13,439Statement of Accomplishment
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Applying calculations
In this interactive course, you’ll learn how to use functions for your Tableau calculations and when you should use them!Exploring real-world datasets
You’ll explore real-life datasets, including Fitbit usage data and commercial retail clothing data.Solve business problems
You’ll learn to solve business problems using Tableau, including cohort and survival analyses, prepare a what-if scenario with a dynamic quadrant chart, and how to troubleshoot your calculations. Ready, set, calculate!Prerequisites
Analyzing Data in Tableau1
Start to Calculate!
We will begin our journey through Tableau calculations with a concept of calculated fields and we will revisit the foundations of various types of calculations, such as row-level and aggregations.
We will also learn how to troubleshoot typical calculations errors and, in the second part of this chapter, we will study useful String and Logical functions which are indispensable in any data analysis.
2
Level of Detail Expressions
In this chapter we will explore the navigation between various levels of data granularity. With LOD expressions we will learn how to perform calculations independent of the dimensions in the view. Prepare to discover a whole new world of analytical possibilities that will help you get beyond the obvious insights!
3
Table Calculations and Parameters
In this chapter, we will zoom in on another useful type of calculations: Table calculations. We will learn how to calculate running totals, percentages of category, and ranking and discover ins and outs of underlying functions. In the second part of this chapter, we will uncover the parameters and learn how to use them in calculations. Let's go!
4
Time Series Analysis
In this chapter, we will work on time series analysis, but before we do so, we will focus on date and time data types as the critical components of all relevant time series calculations. Learning the key date functions will empower us to progress towards more complex analysis such as computing CAGR, Year over year calculations, and exploring seasonality trends or indexed growths. Knowledge from all the preceding chapters will come in handy.
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FAQs
What types of Tableau calculations are covered in this course?
You will learn row-level calculations, aggregations, Level of Detail expressions, table calculations including running totals and rankings, and parameters for dynamic what-if scenarios.
What real-world datasets are used for practice?
You will work with Fitbit usage data and commercial retail clothing data to solve business problems including cohort analysis, survival analysis, and time series analysis.
Does the course cover Level of Detail (LOD) expressions?
Yes. Chapter 2 is dedicated to LOD expressions, which let you perform calculations independent of the dimensions currently in your view for deeper analytical insights.
What Tableau experience is required before starting?
You need to have completed Introduction to Tableau and Analyzing Data in Tableau. This beginner-level course builds on foundational Tableau visualization and analysis skills.
Does the course include time series analysis in Tableau?
Yes. The final chapter covers date functions, CAGR calculations, year-over-year comparisons, seasonality trends, and indexed growth analysis using Tableau calculations.
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