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Calculations (Calculated Fields) in Tableau?
If you're new to Tableau and want to learn calculations (calculated fields), or if you've been using Tableau for a while and want a refresher (or a fresh look/take on calculations), this video is for you.
Starter Workbook: https://public.tableau.com/app/profile/sqlbelle/viz/sqlbelle-TableauCalculationsforBeginners-Starter/Intro
Timecodes
0:00 - Intro
0:32 - What are calculations (or calculated fields)?
1:10 - Tableau's three (3) main types of calculated fields
1:47 - How do we find calculated fields?
2:05 - What makes up a calculated field?
4:00 - Word of caution about Tableau Functions
6:15 - Basic Calculation - Row-Level
6:31 - Row Example #1 - Transform/Split String
7:34 - Row Example #2 - String concatenation
9:19 - Row Example #3 - CONTAINS string function
10:38 - Row Example #4 - IF/ELSE statement (row-level)
12:13 - Row Example #5 - MAKEDATE
13:39 - Row Example #6 - DATEPARSE
15:35 - Row Example #7 - DATEDIFF
16:44 - Basic Calculation - Aggregate
17:18 - Aggregate Example #1 - Simple Aggregate (default)
18:13 - Aggregate Example #2 - COUNTD for unique values
18:52 - AGG in your pill
19:28 - Aggregate Example #3 - COUNTD with embedded expression
20:32 - Aggregate Example #4 - Profit Ratio and the importance of order of operations
This video provides a gentle but solid introduction to calculations (or calculated fields) in Tableau. We will cover what calculations are, how to find them, how to create them, different types of calculations, some common issues/errors/things to note. There are over 10 detailed and clear walk throughs to ensure you have a good grasp and foundation after you watch the video.
This video focuses on the first type of calculation: basic calculations - both row-based and aggregate calculations. Other types of calculations are covered in the next videos in this series.
Tableau Calculations Series in sqlbelle channel:
Part 1 - Basic and Aggregate Calculations
https://youtu.be/QimVQl5AoYM
Part 2 - Level of Detail Expressions - FIXED, INCLUDE, EXCLUDE - Complete Tutorial
https://youtu.be/yush1yNz9VM
Part 3 - Table Calculations
https://youtu.be/3_DeQdE25Bc
Related Videos:
10 Tableau tricks you should know
https://www.youtube.com/watch?v=AqnQgGJ3VX0
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