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Calculations in Tableau

In this interactive course, you’ll learn how to use functions for your Tableau calculations and when you should use them!

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6 Hours17 Videos51 Exercises2,026 Learners4200 XPData Analyst Track

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Course Description

Learn how to create calculations in Tableau to bring your visualizations to the next level. In this interactive course, you’ll learn how to use functions for your Tableau calculations and when you should use them! You’ll explore real-life datasets, including Fitbit usage data and commercial retail clothing data. 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!
  1. 1

    Start to Calculate!

    Free

    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.

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    Introduction to calculations
    50 xp
    Calculations knowledge check
    100 xp
    Start to calculate in Tableau
    50 xp
    Basic calculations
    100 xp
    Reusing calculations
    100 xp
    Troubleshooting basic errors
    100 xp
    Understanding the averages
    100 xp
    String and Logical functions
    50 xp
    Knowledge check
    100 xp
    Practical use of string and logical functions
    50 xp
    String operations
    100 xp
    IF and CASE
    100 xp
    Combining string and logic functions
    100 xp
  2. 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!

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  3. 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!

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  4. 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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In the following tracks

Data Analyst

Collaborators

carlrosseel-73112126-9ed2-4866-942a-96fbf265b088
Carl Rosseel
iasonprassides
Iason Prassides
jessahmet-d9c6d363-de9d-4cf2-998f-d86306ff5807
Jess Ahmet
Maarten Van den Broeck Headshot

Maarten Van den Broeck

Senior Content Developer at DataCamp

Maarten is an aquatic ecologist and teacher by training and a data scientist by profession. He is also a certified Power BI and Tableau data analyst. After his career as a PhD researcher at KU Leuven, he wished that he had discovered DataCamp sooner. He loves to combine education and data science to develop DataCamp courses. In his spare time, he runs a symphonic orchestra.
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Agata Bak-Geerinck Headshot

Agata Bak-Geerinck

Senior Data Analyst at Telenet

Agata is a passionate data analyst and a certified Tableau practitioner with years of experience in various analytical roles focusing on insights, visualization, and reporting. She currently works for a major Belgian telecom company where she translates vast amounts of complex data into actionable strategic insights for the business leaders. In her free time, she is a foreign languages lover, an avid reader, and an all-around fitness enthusiast.
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