Tableau includes many built-in functions, but you will probably need to define custom calculations. In this video, learn how to create a calculated field on a shelf.
- [Instructor] When you're analyzing data, you might want to create a calculated field on the fly. In this movie, I will show you how to do that by creating a calculated field on a shelf. My sample file is 0403 shelf, and you can find it in the chapter four folder, of the exercise files collection. My goal is to create a calculation, without having to go to any external dialog boxes. And I can do that by double clicking on any one of the shelves that are available. In this case, the column shelf is open, so I will double click there, and you can see I get the outline of an empty Pill and my cursor, and from here I can create my calculation. So I'll start by typing a left square bracket because I want to use a field name. So field names are enclosed in square brackets, and let's say that I want to multiply price by quantity. So I will type a p, and then click price, and then space and an asterisk, for multiplication, then another square bracket, and we'll do price times quantity. So I type a q, quantity is highlighted, everything looks good, and I can go ahead and press enter to create the field. So I have a new field under columns, and you can see that it is summarized here, and the visualization in the body of my workbook sheet. If I want to keep this field, I can drag it from the columns area to the measures area. And once it's there, the name is highlighted, so I can rename it, and in this case, I will call it Total Sales, and enter, so there it is. That field is now part of this visualization. It's not part of the original data set, in other words, it hasn't been added, so what I have basically is a field for this workbook only. One thing to note, is that when you are creating a new field, for example, if you double click and create your calculation on the shelf, you're not at Excel, so you don't have to type any equal sign first. Anytime you create a calculated field, or create a calculation on the shelf, Tableau knows what you're doing, and you don't need to indicate that you're starting a formula of any kind. So I'll press the Escape key to get out of editing that Pill.
- 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
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