Tableau 10: Mastering Calculations

Discover how to create useful and powerful formulas in Tableau 10, the popular analytics and visualization tool.

Introduction

• Welcome
• What you need to know
• Using the exercise files

1. Introducing Calculations in Tableau 10

• Define data types and conversions
• Define function syntax in Tableau 10
• Create calculations using arithmetic operators
• Use logical and comparison operators in calculations
• Create a calculated field
• Create an ad hoc calculation

2. Summarizing Data Using Aggregate Functions

• Calculate the sum of a collection of values
• Calculate the average, median, minimum, and maximum of a set of values
• Identify the percentile of a given value
• Find the variance and standard deviation of populations and samples
• Count all values or distinct values in a data set
• Find the value of an attribute

3. Calculating Values Using Number Functions

• Find the absolute value or sign of a number
• Round numbers up or down
• Find the integer and decimal components of a division operation
• Calculate the square or square root of a value
• Identify the larger or smaller of two values
• Return zero if a calculation includes a null value

4. Working with Times and Dates

• Return the current date or date and time
• Return the day, month, or year component of a date
• Identify part of a date using DATEPART
• Add or subtract intervals from dates
• Truncate a date
• Identify the earlier or later of two dates

5. Creating Conditional Calculations Using Logical Functions

• Create IF THEN expressions
• Create IF THEN ELSE and ELSE IF expressions
• Return true or false values using IIF
• Define multilevel conditions using CASE expressions
• Manage null values using IFNULL and ISNULL

6. Creating Level of Detail (LOD) Expressions

• Create a level of detail (LOD) expression
• Create level of detail expressions using FIXED
• Create level of detail expressions using INCLUDE
• Create level of detail expressions using EXCLUDE

7. Summarizing Data Using Table Calculations

• Create a quick table calculation
• Calculate a running total or moving average
• Add a secondary table calculation
• Rank table data
• Identify a table row using INDEX
• Count table rows from first or last row
• Look up values using PREVIOUS_VALUE and LOOKUP
• Return the number of rows in the partition
• Summarize data within a defined window of rows

8. Managing Text Strings

• Convert and measure strings
• Find and replace text in a string
• Trim and pad strings
• Determine if a sequence occurs within a string
• Return characters from part of a string

Conclusion

• Next steps