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

Creating and editing table calculations

There are several ways to create table calculations in Tableau, including:

  • Using the drop-down menu for any active field used as a numeric aggregate in the view, selecting Quick Table Calculation and then the desired calculation type
  • Using the drop-down menu for any active field that is used as a numeric aggregate in the view, selecting Add Table Calculation, then selecting the calculation type and adjusting any desired settings
  • Creating a calculated field and using one or more table calculation functions to write your own custom table calculations

The first two options create a quick table calculation, which can be edited or removed using the drop-down menu on the field and by selecting Edit Table Calculation... or Clear Table Calculation. The third option creates a calculated field, which can be edited or deleted like any other calculated field.

A field on a shelf in the view that is using a table calculation...