Book Image

The Tableau Workshop

By : Sumit Gupta, Sylvester Pinto, Shweta Sankhe-Savale, JC Gillet, Kenneth Michael Cherven
Book Image

The Tableau Workshop

By: Sumit Gupta, Sylvester Pinto, Shweta Sankhe-Savale, JC Gillet, Kenneth Michael Cherven

Overview of this book

Learning Tableau has never been easier, thanks to this practical introduction to storytelling with data. The Tableau Workshop breaks down the analytical process into five steps: data preparation, data exploration, data analysis, interactivity, and distribution of dashboards. Each stage is addressed with a clear walkthrough of the key tools and techniques you'll need, as well as engaging real-world examples, meaningful data, and practical exercises to give you valuable hands-on experience. As you work through the book, you'll learn Tableau step by step, studying how to clean, shape, and combine data, as well as how to choose the most suitable charts for any given scenario. You'll load data from various sources and formats, perform data engineering to create new data that delivers deeper insights, and create interactive dashboards that engage end-users. All concepts are introduced with clear, simple explanations and demonstrated through realistic example scenarios. You'll simulate real-world data science projects with use cases such as traffic violations, urban populations, coffee store sales, and air travel delays. By the end of this Tableau book, you'll have the skills and knowledge to confidently present analytical results and make data-driven decisions.
Table of Contents (12 chapters)
Preface

Creating, Editing, and Removing Table Calculations

Hopefully you now have a good understanding of quick table calculations, but what if you need to use some other calculation, such as ranking the rows in a table? Here, you can use the Create calculation window. Tableau supports many table functions besides quick table calculations. In this section, you will learn how to create, access, edit, and remove a table calculation.

Creating a New Table Calculation

To create a table calculation, right-click on any measure value, and then click on Create , then Calculated Field..., as follows:

Figure 8.63: Creating a calculated field from Profit

Once you click on Calculated Field..., a calculation editor window will open up, as follows:

Figure 8.64: Calculation editor

Now, you can click on the dropdown and select the Table Calculation menu, as follows:

Figure 8.65: Accessing table calculation functions in...