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  • 4understanding Calculations in Tableau - Tableau

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    Chanakya Chanu
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    Calculations allow users to create new data fields and perform computations from existing data in a data source. Calculations should be used when data is missing and needs to be derived, when values need to be transformed, or when data needs to be quickly categorized. Common uses of calculations include deriving costs from sales and profits, calculating differences between years, and flagging data as profitable or nonprofitable.

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    4Understanding Calculations in Tableau - Tableau

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    Calculations allow users to create new data fields and perform computations from existing data in a data source. Calculations should be used when data is missing and needs to be derived, when values need to be transformed, or when data needs to be quickly categorized. Common uses of calculations include deriving costs from sales and profits, calculating differences between years, and flagging data as profitable or nonprofitable.

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    30 views4 pages

    4understanding Calculations in Tableau - Tableau

    Uploaded by

    Chanakya Chanu
    Calculations allow users to create new data fields and perform computations from existing data in a data source. Calculations should be used when data is missing and needs to be derived, when values need to be transformed, or when data needs to be quickly categorized. Common uses of calculations include deriving costs from sales and profits, calculating differences between years, and flagging data as profitable or nonprofitable.

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    of 4

    6/14/2021 Understanding Calculations in Tableau - Tableau

    Understanding Calculations in
    Tableau
    Version: 2021.1

    Applies to: Tableau Desktop, Tableau Online, Tableau Server

    This series introduces the basics of understanding calculations in Tableau. In


    this topic, you'll learn why and when to use calculations.

    Why use calculations

    Calculations allow you to create new data from data that already exists in your
    data source, as well as perform computations on your data. This allows you to
    perform complex analyzes and add fields to your data source on your own and
    on the fly.

    When to use calculations

    The first hurdle to learning calculations in Tableau is to recognize when you


    actually need to use one. You can use calculations for many, many reasons.
    Some examples might include:

    To segment data
    To convert the data type of a field, such as converting a string to a date.
    To aggregate data
    To filter results

    https://help.tableau.com/current/pro/desktop/en-us/calculations_calculatedfields_understand.htm 1/4
    6/14/2021 Understanding Calculations in Tableau - Tableau

    To calculate ratios

    Some common scenarios might include:

    The data you need for your analysis is missing from your data source.

    For example, if you have a Sales and Profit field in your data source, but
    you want to calculate cost, you can create a Cost field using a formula
    similar to the following.

    [Sales] - [Profit]

    You want to transform values in your visualization.

    For example, you might want to calculate the difference in profit from one
    year to the other. You can use a quick table calculation to show the
    difference in profit in the visualization.

    https://help.tableau.com/current/pro/desktop/en-us/calculations_calculatedfields_understand.htm 2/4
    6/14/2021 Understanding Calculations in Tableau - Tableau

    You want to quickly categorize data.

    For example, you might want to quickly color the data in your
    visualization as profitable or nonprofitable. You can create a calculated
    field using a calculation similar to the following and then add it to Color
    on the Marks card.

    IF SUM([Profit]) > 0

    THEN "Profitable"

    ELSE "Nonprofitable"

    END

    https://help.tableau.com/current/pro/desktop/en-us/calculations_calculatedfields_understand.htm 3/4
    6/14/2021 Understanding Calculations in Tableau - Tableau

    Other articles in this section

    Types of Calculations
    (calculations_calculatedfields_understand_types.htm)
    Choosing the Right Calculation Type
    (calculations_calculatedfields_understand_which.htm)
    Tips for Learning How to Create Calculations
    (calculations_calculatedfields_understand_formulas.htm)

    https://help.tableau.com/current/pro/desktop/en-us/calculations_calculatedfields_understand.htm 4/4

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