Book Image

Tableau 10 Business Intelligence Cookbook

By : Donabel Santos, Paul Banoub
Book Image

Tableau 10 Business Intelligence Cookbook

By: Donabel Santos, Paul Banoub

Overview of this book

Tableau is a software tool that can speed up data analysis through its rich visualization capabilities, and help uncover insights for better and smarter decision making. This book is for the business, technology, data and analytics professionals who use and analyze data and data-driven approaches to support business operations and strategic initiatives in their organizations. This book provides easy-to-follow recipes to get the reader up and running with Tableau 10, and covers basic to advanced use cases and scenarios. The book starts with building basic charts in Tableau and moves on to building more complex charts by incorporating different Tableau features and interactivity components. There is an entire chapter dedicated to dashboard techniques and best practices. A number of recipes specifically for geospatial visualization, analytics, and data preparation are also covered. By the end of this book, you’ll have gained confidence and competence to analyze and communicate data and insights more efficiently and effectively by creating compelling interactive charts, dashboards, and stories in Tableau.
Table of Contents (17 chapters)
Tableau 10 Business Intelligence Cookbook
Credits
About the Author
Acknowledgements
About the Reviewer
www.PacktPub.com
Preface
Index

Different ways to create calculated fields


There are different ways to create calculated fields in Tableau, as follows:

  1. From the drop-down arrow beside the Dimensions section in the side bar:

  2. From the field you want to use in the calculated field:

  3. From the Analysis menu:

  4. From the Rows or Columns shelf by double-clicking on an empty space. This is called ad hoc calculation:

  5. From the Marks card by double-clicking on an empty space. This is also called an ad hoc calculated field:

If you create an adhoc calculation, this piece of information can only be used within the worksheet you created it in. This is not viewable in other worksheets in the same workbook. If you need to persist this field, you can simply drag the pill that contains the ad hoc calculation to anywhere in the side bar. You can rename this field once you see it in the side bar. Once the field is saved, you can use this anywhere in the workbook, just like any other calculated fields. This is shown in the following screenshot: