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

Quick table calculations

Quick table calculations are predefined table calculations that can be applied to fields used as measures in the view. These calculations include common and useful calculations such as Running Total, Difference, Percent Difference, Percent of Total, Rank, Percentile, Moving Average, YTD Total (year-to-date total), Compound Growth Rate, Year over Year Growth, and YTD Growth. You’ll find applicable options on the drop-down list on a field used as a measure in the view, as shown in the following screenshot:

Figure 6.4: Using the dropdown, you can create a quick table calculation from an aggregate field in the view

Consider the following example using the sample Superstore Sales data:

Figure 6.5: The first SUM(Sales) field is a normal aggregate. The second has a quick table calculation of Running Total applied

Here, Sales over time is shown. Sales has been placed on the Rows shelf twice and the second SUM(Sales) field has had the...