Tableau: Mastering Calculations

Course details

Tableau is a powerful tool for visual data analytics. While its intuitive drag-and-drop interface enables you to easily analyze data, unlocking its full capabilities requires you to take a deeper dive into its calculation functions. This course guides you through the different types of calculations, explains many different functions, and demonstrates how to use them via a host of everyday business examples. Instructor Heidi Kalbe covers a broad range of calculation foundations, describing the different kinds of calculations as well as the differences in data types, and explains several functions per calculation type through simple business example use cases.

Concepts

0. Introduction

01 - Calculating in Tableau
02 - Exercise file demonstration

1. Foundations of Tableau Calculations

03 - Preparing your work in Tableau
04 - Data types in Tableau
05 - Creating calculations
06 - Syntax foundations and the Calculation Editor
07 - Overview of calculation types
08 - Documenting calculations

2. Row-Level Calculations

09 - What does row-level mean
10 - Cropping and searching strings
11 - Splitting and replacing strings
12 - Concatenating strings
13 - Truncating date fields
14 - Calculating simple intervals between two points in time
15 - Calculating complex intervals between two points in time
16 - Challenge - Combine fields
17 - Solution - Combine fields

3. Aggregated Calculations

18 - Why aggregate
19 - Sum and average
20 - Minimum and maximum
21 - Median and attribute
22 - Counting elements
23 - Filtering aggregates correctly
24 - Challenge - Products per target consumer
25 - Solution - Products per target consumer

4. Numerical Calculations

26 - Arithmetic operators
27 - Pitfall - Calculating weighted ratios
28 - Calculating absolute values and signs
29 - Float to integer - Rounding and truncating
30 - Calculating powers
31 - Comparing numbers
32 - Challenge - Weighted discount
33 - Solution - Weighted discount

5. Logical Calculations

34 - Logical operators
35 - Logical calculations - To aggregate or not to aggregate
36 - If-Then-Else logic
37 - CASE logic
38 - Treating null values
39 - Challenge - Compare yearly sales
40 - Solution - Compare yearly sales

6. Table Calculations

41 - What are table calculations
42 - Running total
43 - Absolute and relative differences
44 - Direction in table calculations
45 - Percent of total
46 - Rank and types of rank
47 - Filtering table calculations correctly
48 - Combining table calculations and aggregated calculations
49 - Nesting table calculations
50 - Challenge - Table calculations
51 - Solution - Table calculations

7. Level of Detail Calculations

52 - When do I need LOD calculations
53 - Syntax of LOD calculations
54 - EXCLUDE LOD calculations
55 - INCLUDE LOD calculations
56 - FIXED LOD calculations
57 - LOD calculations in the Tableau Order of Operations
58 - Challenge - LOD
59 - Solution - LOD

Conclusion

60 - Hidden calculation functions
61 - Continuing on with Tableau