Tableau includes many tools and functions you can use to summarize data. In this video, learn how to describe Tableau operators and built-in functions.
- [Instructor] One of the best aspects of Tableau is the selection of built in functions and operators that let you create calculations quickly. In this movie I will describe some of the more frequently used operators and built in functions that will save you time and help you gather important information about your business. We'll start with some mathematical operators and I imagine that the first four I show you will be very familiar from other contexts. You use the plus sign for addition, you can use it to add dates together, and you can also use it for string concatenation, that is combining two text elements together. Next, the minus sign, or hyphen, is for subtraction. That also includes dates. You can use it for negation. You use the star, or asterisk, for multiplication, and the forward slash for division. Other operators that you might use include the percent sign, which is used for modular division. Modular division returns the remainder. So for example, nine mod four, nine percentage sign four, would leave a remainder of one, because four goes into nine twice with a remainder of one, so that would be the remainder. You use the caret for exponents, on US keyboards that's what you get when you hold down the shift key and press the number six. Then you have the comparison operators, those are equal, greater than, less than, greater than or equal to, less than or equal to, and not equal to. In Tableau, you indicate not equal using a less than sign followed by a greater than sign. You can also use the and, or, and not logical operators if you want to string elements together. Now let's take a look at commonly used functions. The first is the one that you will use the vast majority of the time probably, and that is sum, which finds the total of a set of values. Similarly, AVG, average, finds the average, and min and max find the smallest and largest values in a data set. Standard deviation, which is very useful in statistical analysis, finds the standard deviation of a set of values. Other functions include ABS, which returns the absolute value, or distance from zero, of the number. This function is very useful if you want to find the distance from a particular target or a distance from zero. Next, if you want to round numbers, you can use ceiling, which rounds the number up to the next integer, regardless of the decimal part of the number. So for example, 4.01 would be rounded up to five. You would use ceiling if you wanted to know the number of cases, for example, that you would have to order to meet a number of bottles in a shipment. So if each case contains 24 bottles, and you need 121, then five cases, 24 each, is 120, and you would unfortunately have to order one more case to fulfill the number of 121. So that would be rounded up to six. Floor, in the similar way, rounds the number down to the previous integer. So if you had 4.99, floor of that number would round it down to four. And finally, if you want to round using what I would consider the usual rules, where any value 0.5 or higher is rounded up, less than 0.5 is rounded down, you can use the round function. One of the great things about using round is that you can indicate the number of digits that you want to use. So for example if you want to round to the nearest hundred, you could do that, or if you want to round to the nearest 1/10, you could do that as well. These are a list of the commonly used functions and operators in Tableau, and as you can see, even with the short list that I provided, you have a lot of flexibility.
- 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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