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Calculations in Tableau

AvanceradKunskapsnivå

Uppdaterad 2024-08

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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TableauData Visualization

6 tim

17 videor

48 Övningar

3,900 XP

13,700

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Kursbeskrivning

Learn how to create calculations in Tableau to bring your visualizations to the next level.

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!

Förkunskapskrav

Analyzing Data in Tableau

1

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.

Introduction to calculations

Calculations knowledge check

Start to calculate in Tableau

Basic calculations

Reusing calculations

Troubleshooting basic errors

Understanding the averages

String and Logical functions

Knowledge check

Practical use of string and logical functions

String operations

IF only this was the last exercise

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!

Introduction to LOD Expressions and FIXED

LOD expressions - facts & myths

LOD FIXED in practice

Total distance per category

Cohort analysis

Survival rate

INCLUDE and EXCLUDE LOD expressions

LOD expressions knowledge check

INCLUDE and EXCLUDE expressions in practice

Practicing INCLUDE LOD

Practicing EXCLUDE LOD

Using multiple LOD expressions

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!

Introduction to Table Calculations

Table Calculations fact check

Table Calculations in action

Cumulative calculation

Nested Table Calculation

Introduction to parameters

Parameters knowledge check

Parameters in practice

Calculating TOP N

Switching measures

Parameterized quadrant chart

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.

Date and time functions

Working with date and time - knowledge check

Date and time in practice

Date conversions

Date differences

Time series analysis

Time series analysis - knowledge check

Time series analysis in practice

Seasonality and moving averages

Calculating CAGR

Indexed growth

Congratulations!

Calculations in Tableau

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