Tableau lets you summarize data in tables, to which you can add custom calculations. In this video, learn how to add a table calculation.
- [Instructor] Visualizing your data using a tableau table lets you discover important insights about your data. You can enhance your tables by adding table calculations to summarize the data you already have. These summaries provide an overview of your data and help you make decisions about sales and operations. In this movie, I will demonstrate how to create table calculations. My sample file is 0404 table. And you can find it in the chapter four folder of the exercise file collection. I have created a table that summarizes the sales by category and by quarter. So as you can see, I have categories for the column headers and then year and quarter for the row headers. I can change how this data in the table is calculated and displayed by creating a table calculation. And I will base that on the order total of values that are already within the table. So to create my table calculation. I'll go to the marks card and then here I have the sum of order total pill. I click its down arrow. And then almost all the way at the bottom, I have the quick table calculation item. And here I can create a running total. Difference which would be the change from the previous century in a column then percent difference, percent of total and so on. Let's say I want to get a running total for each of the rows. So with quick table calculation highlighted, I'll go up to the list, click running total, the first option. And there I can see that running total for blueprints, goes up to drone kits then drones, eBooks and so on. If I want to edit the quick table calculation that I created, I can go to the sum of order total pill, click its down arrow and click edit table calculation, that takes me to the main table calculation dialog box we use in a moment. Or if I want to clear it, I can go to the pill, click the down arrow and click clear table calculation. So I'm back to my normal data now. As I mentioned briefly in that explanation, you have a more powerful tool and more flexible tool that gives you create control over a table calculation that you create. To open up that dialog box again, I'll go to the sum of order table pill, click the down arrow and click add table calculation. And here I get the table calculation dialog box. At the top, I have the difference from, that is the calculation type that comes up by default if you want to select from a list, click the down arrow and you see you have difference from, percent difference from and other items. Let's say that I want to have difference from, so I'll just stay with the first item and then I can either do table across which is what we created earlier with our quick table calculation or we can do down so in other words in columns. I'll go ahead and select that. I make it relative to previous, although if I click relative too, I can do previous, next first and last. In this case, I'll just do it as a change from quarter to quarter so that would be previous, show calculation assistance, great. So with those settings in place, I'll click the close button in the dialog and there I can see the changes. So the first item is zero and that's because there is no change there is no previous item. Then we go up through 9388 down by 4552 up by 1456 and so on. So these values give you an idea of how your sales have changed or trended over time. If you see a lot of minus signs across a bunch of columns, then you know that overall, it was probably a down month. Let's take a look at one more table calculation. So I'll edit this one. I go over to sum of order table pill, click its down arrow, and click edit table calculation. And here instead of difference from, I will say percent of total and rather than two columns, I will do table across so that will be rose. So I'll be looking at the percent contribution for each category within a quarter. So everything looks good, I'll close the dialog box and there we see it. So we can see the blueprints are typically between one and two percent. Drone kits or grade in quarter three 2017, it went down after that. And drones and robots performed very well, specially robots after they came in and looks like they were just introducing quarter three in 2017 but that they picked up and have been anywhere from typically 30 to 50 percent of total sales. And once again, to clear the calculation, you can go to the sum of order total pill, click its down arrow, click clear table calculation and you're back with your original data.
- Explain where a user would navigate to seek specific help in Tableau.
- Determine the best approach for using Excel in Tableau.
- Interpret how to use the features and functions of Tableau when creating charts.
- Describe how best to manage data in a worksheet or visualization.
- Explain how to create a selection filter for certain values.
- Explain how to manage data for different chart formats.
Skill Level Beginner
1. Introducing Tableau
2. Managing Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Creating Basic Visualizations
10. Formatting Tableau Visualizations
11. Annotating and Formatting Visualizations
12. Mapping Geographic Data
13. Creating Dashboards and Actions
Next steps1m 17s
- Mark as unwatched
- Mark all as unwatched
Are you sure you want to mark all the videos in this course as unwatched?
This will not affect your course history, your reports, or your certificates of completion for this course.Cancel
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
1:30Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.