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Tableau Cookbook - Recipes for Data Visualization

Tableau Cookbook - Recipes for Data Visualization

By : Shweta Savale
3.4 (5)
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Tableau Cookbook - Recipes for Data Visualization

Tableau Cookbook - Recipes for Data Visualization

3.4 (5)
By: Shweta Savale

Overview of this book

Data is everywhere and everything is data! Visualization of data allows us to bring out the underlying trends and patterns inherent in the data and gain insights that enable faster and smarter decision making. Tableau is one of the fastest growing and industry leading Business Intelligence platforms that empowers business users to easily visualize their data and discover insights at the speed of thought. Tableau is a self-service BI platform designed to make data visualization and analysis as intuitive as possible. Creating visualizations with simple drag-and-drop, you can be up and running on Tableau in no time. Starting from the fundamentals such as getting familiarized with Tableau Desktop, connecting to common data sources and building standard charts; you will walk through the nitty gritty of Tableau such as creating dynamic analytics with parameters, blended data sources, and advanced calculations. You will also learn to group members into higher levels, sort the data in a specific order & filter out the unnecessary information. You will then create calculations in Tableau & understand the flexibility & power they have and go on to building story-boards and share your insights with others. Whether you are just getting started or whether you need a quick reference on a “how-to” question, This book is the perfect companion for you
Table of Contents (12 chapters)
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11
Index

Understanding how to create and use Calculations


When working with data, we may come across situations where we may want to go beyond what is available from our data. There are times when the fields available in our data won't be enough to fulfill our requirements. For example, our data may have fields such as Selling price and Cost price. However, we may want to find out how much profit we made. Also, we may want to conditionally format our view to highlight losses. In these cases, it makes sense to create computed fields on the data fields and use them in our analysis.

On a broad level, we will classify our calculations into four categories as follows:

  • String Calculations

  • Arithmetic Calculations

  • Date Calculations

  • Logic Calculations

In order to create a calculated field, we can click on the dropdown or right-click on any Dimension or Measure and select the option of Create | Calculated Field…. Refer to the following screenshot:

Another option to create a calculated field is from the toolbar. Select...

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Tableau Cookbook - Recipes for Data Visualization
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