Book Image

Learning Tableau 2022 - Fifth Edition

By : Joshua N. Milligan
Book Image

Learning Tableau 2022 - Fifth Edition

By: Joshua N. Milligan

Overview of this book

Learning Tableau 2022 helps you get started with Tableau and data visualization, but it does more than just cover the basic principles. It helps you understand how to analyze and communicate data visually, and articulate data stories using advanced features. This new edition is updated with Tableau’s latest features, such as dashboard extensions, Explain Data, and integration with CRM Analytics (Einstein Analytics), which will help you harness the full potential of artificial intelligence (AI) and predictive modeling in Tableau. After an exploration of the core principles, this book will teach you how to use table and level of detail calculations to extend and alter default visualizations, build interactive dashboards, and master the art of telling stories with data. You’ll learn about visual statistical analytics and create different types of static and animated visualizations and dashboards for rich user experiences. We then move on to interlinking different data sources with Tableau’s Data Model capabilities, along with maps and geospatial visualization. You will further use Tableau Prep Builder’s ability to efficiently clean and structure data. By the end of this book, you will be proficient in implementing the powerful features of Tableau 2022 to improve the business intelligence insights you can extract from your data.
Table of Contents (20 chapters)
18
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19
Index

Introduction to calculations

A calculation is often referred to as a Calculated Field in Tableau because, in most cases, when you create a calculation, it will show up as either a new measure or dimension in the data pane. Calculations consist of code that’s made up of functions, operations, and references to other fields, parameters, constants, groups, or sets. This code returns a value. Sometimes, this result is per row of data, and sometimes it is done at an aggregate level. We’ll consider the difference between Tableau’s major calculation types next.

The four main types of calculations

The most fundamental way to understand calculations in Tableau is to think of four major types of calculations:

  • Row-level calculations: These calculations are performed for every row of underlying data.
  • Aggregate calculations: These calculations are performed at an aggregate level, which is usually defined by the dimensions used in the view.
  • Level...