Learn Tableau Basic Calculations (Calculated Fields) in Tableau (with 10+ examples) | Part 1
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- Опубліковано 8 лип 2024
- #tableau #analytics #calculation
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Calculations (Calculated Fields) in Tableau?
If you're new to Tableau and want to learn calculations (calculated fields), or if you've been using Tableau for a while and want a refresher (or a fresh look/take on calculations), this video is for you.
Starter Workbook: public.tableau.com/app/profil...
Timecodes
0:00 - Intro
0:32 - What are calculations (or calculated fields)?
1:10 - Tableau's three (3) main types of calculated fields
1:47 - How do we find calculated fields?
2:05 - What makes up a calculated field?
4:00 - Word of caution about Tableau Functions
6:15 - Basic Calculation - Row-Level
6:31 - Row Example #1 - Transform/Split String
7:34 - Row Example #2 - String concatenation
9:19 - Row Example #3 - CONTAINS string function
10:38 - Row Example #4 - IF/ELSE statement (row-level)
12:13 - Row Example #5 - MAKEDATE
13:39 - Row Example #6 - DATEPARSE
15:35 - Row Example #7 - DATEDIFF
16:44 - Basic Calculation - Aggregate
17:18 - Aggregate Example #1 - Simple Aggregate (default)
18:13 - Aggregate Example #2 - COUNTD for unique values
18:52 - AGG in your pill
19:28 - Aggregate Example #3 - COUNTD with embedded expression
20:32 - Aggregate Example #4 - Profit Ratio and the importance of order of operations
This video provides a gentle but solid introduction to calculations (or calculated fields) in Tableau. We will cover what calculations are, how to find them, how to create them, different types of calculations, some common issues/errors/things to note. There are over 10 detailed and clear walk throughs to ensure you have a good grasp and foundation after you watch the video.
This video focuses on the first type of calculation: basic calculations - both row-based and aggregate calculations. Other types of calculations are covered in the next videos in this series.
Tableau Calculations Series in sqlbelle channel:
Part 1 - Basic and Aggregate Calculations
• Learn Tableau Basic Ca...
Part 2 - Level of Detail Expressions - FIXED, INCLUDE, EXCLUDE - Complete Tutorial
• Tableau LOD (Level of ...
Part 3 - Table Calculations
• Tableau Table Calculat...
Related Videos:
10 Tableau tricks you should know
• 10 Tableau tricks you ...
Images courtesy of Pexels
I've gone through several videos on this topic already. Your video is the absolute best video on this topic! Very well put together....very easy to follow....therefore, easy to learn.
Thank you so much for your feedback Trey, very much appreciated!
@@sqlbelle Could not agree more - this is by far the best Tableau calculation video.
The most comprehensive Tableau Calculated Field Intro ever! Thank you Donabel!
Thank you Narciso! I am glad you found the video useful! 😀
Read a book and did some Tableau stuff but kept a full understanding of calculations till now and you really nailed it! Your presentations and examples makes it stick.
I really like the way you explained the difference between row level and aggregate level calculation. It was really very useful.
omg!!! I hope everyone reads this....I've bought many Udemy courses, as well as tableau official course! this video by far is the best and easiest to understand. Thank you for making this video and part 2, part 3 =) tableau goddess!! valuable content thank you again
Thank you Ben, I very much appreciate your comment.
Hi Donabel,
I really liked the final part where you clearly mentioned the difference between the Row-Level and Aggregate calculations
Row Level Cal: DIVIDE FIRST, THEN SUM
Aggregate Cal: SUM FIRST, THEN DIVIDE
Thanks for this excellent refresher.
It was very useful for me as I will now be able to better understand how basic calculations work in Tableau.
I don´t have words to express how I felt. Let´s just say beyond AMAZING. I never felt bored for a sec or thought when the vid is going to end or how much time is left. You just hooked me in. You were spot on, each second of the video was imp, this was literally 2 hours squeezed into 20 mins without any fatigue and all the details were captured. Just amazing
Hello Manish, I really appreciate your note and feedback. Thank you for taking the time to share with me - it means a lot. I hope you find other videos in the channel helpful as well. Thank you again!
Your tutorials are so much more indepth than paid Tableau courses! tysm!
Relieved of 3 years of frustration. Very comprehensive yet crisp video. Highly recommended for strong foundation. 👍👍
Thank you for your kind feedback Pramod!
Your videos are TO THE POINT and very very helpful. Thank you belle!
You are the best teacher i have found on the internet, thank you for your efforts.
By far, for me, you gave the best explanation for calculations, which helped me understand what Tableau was doing. Thanks, this helped me a lot.
Calculations in Tableau have always been a bit of a mystery to me. Thank you for demystifying this important topic!
Wow! I feel so motivated after watching your tutorials. Thank you
These videos are so helpful in my Tableau journey! Thank you so much, your teaching and explanations of concepts is very easy to grasp, understand and retain.
So glad to hear, thank you so much for sharing Stephen! :)
Well explained, you are a natural at this, just saved me some time trying to translate some formulas from Salesforce to Tableau
The best video ever on tableau calculations. Even the online courses I purchased missed many key points and you covered it all in just 23 min.
Thank you Rohit!
This is the best content among videos I have been gone through. Thank you so much! Keep up your good work, please.
Thank you for your kind comment, Carol! Appreciate it!
@sqlbelle I really like the way you explain tableau very easily; you also have a very nice and clear voice that helps a lot. Thank you very much for these videos !
Thank you so much for your comment, GonzaloFuste ! Hope you found them helpful 🙂
I have been using tableau for a couple of years, but I have learned alot of new stuff, thank you 👍🏼
Glad to hear, thank you Mr Stark!
This channel is a gem for me! It helps me to easily understand Tableau esp. that I'm a beginner. More blessings to you, Ms. Belle :)
Thank you Sarah for your very nice comment and wishes. Thank you :) :) :)
Thanks for putting this on UA-cam. More power to you.
Out of the tableau tutorials I have tried out so far, this is the most helpful one. Progression was well laid out, pacing was just right, extremely useful tips and examples and lastly, it was very easy to follow. Thanks for this content! Subscribed.
Thank you Jowie for your kind comment, and thank you for sharing your thoughts. I am happy you found this video helpful :) .. Hope you will find the other ones in the channel helpful as well.
Hi, could you please share the data source which is used in video.
this is the best channel to learn Tableau from a fresher's perspective. easy to understand. Thank you @sqlbelle for sharing tableau tutorial :)
Excellent , Your video is the best of all that i watched on youtube on this topic
Thanks.
This is so amazing! Thank you! Your video is so helpful for newbies like me! You are like a fairy🧚🧚♂️, make complicated things so simple and easy to understand!
Thank you Happy Cat :)
You are absolutely the best ! Huge respect 👏👏
Thank you Shefali!
very detailed and hats off to the explaination
Hi, thanks a lot for your good tutorials, I really enjoyed them. However since you were using a different data source, I thought you would give us the link to download it so we can follow you in the practical work. I am using the Tableau data source, but I am unable to follow some of the examples you demonstrate in calculating the data fields.
superlative explanation. Thanks for sharing your knowledge..
Love this video! clean and easy to follow!
Hi Yolinda,
Thank you so much for your note! I am happy you found the video useful and easy to follow!
Much appreciated,
Donabel
Excellent tutorial!…🙏🙏🙏
I thank god that i came across your videos. You are a great teacher.
Thank you Ridhi!
I'm going to watch all your videos right away
Thank you Damon!
There are not so many good teachers out there. Thanks for all you do in your Videos.
Thank you for your kind note, Oludipe!
Hey. Your video is amazing. It will great if you make whole series of tableau video from beginning to advance . So that those who want to learn whole tableau can go through. They way of teaching is amazing.
Thank you so much for the great insights Donabel.
Thank you Sandeep!
Hello sqlbelle! I wish you have a nice day
This was the best part. Loved the explanation. "Aggregate Example #4 - Profit Ratio and the importance of order of operations"
Thank you Mohit! 🙂🙏
From where did you get the data sources?
You are amazing! Greetings from Brazil!
Thank you Ramon! Hope you found it helpful!
Practical advice. Well worth a subscribe!
Thank you so much Sonder!
Very helpful thank you !
Very clear explanation..and easy to follow....thank you
Thank you Thennarasu
I'm about to start a new job related to analytics and this explains a lot, Thank you!!
That's great to hear. Thank you for sharing Bill!
Really awesome video.
the most calculation explain ever, thanks belle
Thank you Vuong!
Really helpful!
Great video! Keep them coming!
Thank you daniel!
wow, you explained it so well. Thank you
Thank you Chithi! I hope you found it useful 🙂
Extremely good, you have a new fan.
Thank you, I am glad you found it helpful. 😀
I can say one word...
SIMPLY SUPER..
Brand new subscriber; you are amazing!
I became big fan of u. what an explanation its really peaks
Thank you Shaik! Happy to hear you are finding the videos helpful!
I love you from India. Thank you
Cool! Smart. Easy to follow!
Thank you, so happy to hear you found the video easy to follow :)
I am your new fan.................excellent course material
Thank you Sabin!
thank you. very very helpful
Thank you Michael, glad to hear you found the video helpful!
Would love to see a tutorial like this on power bi and tableau prep! Excellent explanation
For sure, I will include these in my planned videos.. I have one on Tableau prep coming in the next few weeks :) Thank you Anantpadmanabh!
@@sqlbelle I am also looking forward to the on eon tableau prep please. Excellent videos
Thanks a lot for all your informative videos
Thank you Ahmed, hope you found them helpful!
Very nice! Thank you very much!
Thank you Mark!
this was great!
This is very Awesome,very nice explanation of each and every calculations.Thankyou so much :)
Thank you Diksha! :)
Thank you for your videos those are very helpful for learners
Thank you Ramana
Thank You Very much for this video
You are most welcome AMOL!
You are doing such a great Job 🙌
Thank you Data Fancy :)
learned a lot, thank you!
Thank you Lauren!
Amazing .this channel is a gem for me! It helps me to easily understand Tableau esp. that I'm a beginner. More blessings to you, Ms. Belle :)
Could you please provide the database link so that we can practice
You are a great instructor!
Thank you Linda. I appreciate your comment very much 🙂 I hope you found the video useful :)
@@sqlbelle I wonder if you are planning to create videos about formatting incoming text from fields that contain paragraphs. For example, I would like to indent an entire paragraph with a bullet point
Hi Linda,
I was planning to do one or few videos about creating a resume in Tableau, which may have something similar to what you described. However for these ones, the data set will have blocks of text - basically each paragraph is in its own record. One way you can explore is to bring this in text, but have another column just before that has just a shape (for the bullet).
I'll try to incorporate in the next couple videos that I am planning to publish.
Thank you for your feedback and suggestion! Much appreciated!
Donabel
so helpful！
So glad to hear, thank you Lexin.
You have saved me a lot of times
Thank you Visy
JUST THANK YOUU
Thank u so much❤️ ur vidoes are really good please keep them coming
Thank you for your feedback Peter! Much appreciated!
This is very useful. Thank you!
Thank you Michelle! Glad you found the video helpful!
very helpful, Donabel!
Thank you Kristian!
Thankyou.
Thank you.
Thank you Patrick!
U deserve more views and subscribers. Great work keep uploading videos on business scenarios please
Thank you for your kind note, Shyam! Appreciate it :)
thank you so much for your videos, easy to understand and follow, really appreciate :)
Thank you so much for sharing your feedback, Tingting! Glad you found the video helpful!
@@sqlbelle Are you considering to make a complete tableau series tutorial, and level from beginner to advanced level? thank you !
Thanks Tingting - yes I am hoping to do so :)
Thank you
You are welcome Sai. Hope you found it helpful!
Thanks!
Thank you Shelley! Much appreciated :) I hope you found the video helpful!
Hi, I have seen lots of video in tableau but the information you have share that make you different from other..it is really informative.. Make one video on Data blending ...
One suggestion ..whatever video you make on that video you should keep on question and answer session that will help us to understand what type of question will be ask by the interviewer on this topic. It will truly help your follower who are searching for job..
Thank you so much sharing your valuable knowledge with us....
Thank you for your note Dipankar, and for your suggestions. I will try to put additional content in future videos about what possible questions could be asked about the respective video topics. 🙂
@@sqlbelle Thank you. I am waiting for your next video...
Great content, I love the part you mention those small details like modeless and multiple ways of create calculated fields.
I have downloaded your twbx but unable to find the composer fields, to keep up with the contains section, maybe you have forget it?
great content ... you have simplified complex calculation topic in 100 times better way ......keep uploading more and also one request if u can provide dataset which u used while making ur videos then we can practice along with you.... keep going...awaiting for more videos ....
Thank you Imran. I will be posting the sources of the data in the description (majority are from Tableau Public and Kaggle). I hope you found the video useful!
Excellent
Thank you Ramy!
thank you Donabel
Thanks Mahesh!
very informative ......keep it up mam
Thank you Nitesh!
Informative and Useful. Thanks for sharing. Can you please post a video on security.
Hi Belle, the concepts have been explained in a very simple but detailed way. Your language is clear too which makes it more easy to understand the concepts. I also like the background music. I was wondering if I can get the name of the soundtrack!!!!
😅
Thnq Very useful💐
Thank you SudarsanReddy!
I ve A doubt
At Below Sheetsnames Some as color Like Yellow And Green how they came??
This is amazing.... Kindly provide the dataset for the Demo.
Thank you for your amazing videos. Very well explained. Could you please share the data sources you have used in the video as it gets easier to follow and learn. Thanks once again.
Thank you. I've added the starter workbook link in the description as well: public.tableau.com/app/profile/sqlbelle/viz/sqlbelle-TableauCalculationsforBeginners-Starter/Intro
Hello Donabel, Thank you for your lessons. Very informative and very well presented. I have a question on COUNTD calculation with IF condition. It gives me an "cannot mix aggregate and non-aggregate comparisons" error when using Ration calculation in IF statement. How it can be solved?
Hi Tanya,
Thank you for your note!
Usually what you can do is embed the IF in the COUNTD, for example, something like this:
COUNTD
( IF condition = True
THEN yourfieldID
END
) / COUNTD(yourfieldID)
Hope this helps! Please give it a try, would love to hear how it goes.
Donabel
Great video and very helpful! I am struggling to calculate the DOW four-week average. So comparing a Tuesday to the average of the previous 4 Tuesdays. Is there an easy way calculate this?
Hi Russ - there are a few ways we can do this. What kind of chart do you have? One strategy I can think of is using the LOOKUP function (something with an offset of -7 on a daily chart/worksheet) and that can help get 4w average.
Thanks for bring such a amazing lesson.
Is it possible to get the Powerpoint if it's okay?
Thanks again !!!
Thank you for your comment Alice! Hope you found the video helpful 😀
Really like your voice ! :)
Thank you Simon, that's a very kind comment 🙂
Hi This is very informative video, and also wanted to know how to extract last name or first name if we have only name and first and last name written together , Thanks
Hi Ms. Belle, I'm a Fan. I really love how you explain everything. I hope I could get your excel file so I can try it myself all your samples. I am newbie with Tableau. Thank you in advance.
Thank you Aireen. I am planning to put all the files together to be downloadable. But please feel free to email me or connect with me on LinkedIn if you'd like to have it soon.
@@sqlbelle Hi Ms. Belle. I already sent connection in LinkedIn. Looking forward to connect with you. Godspeed!
I have a dataset that sales of June and July. I want to compare period A (from 10/06 to 24/06) with period B (from 1/7 to 14/07). Can you help me to create calculate?. Thank you so much
Hello Ty! Would this period change? If so, what would be the conditions?
If the dates are fixed, you can do a couple calculations like this:
//Calculated Field 1: Previous Period
SUM (If Date >= '2021-06-10' AND Date < '2021-06-25' THEN YourMeasure END)
//Calculated Field 2: Current Period
SUM (If Date >= '2021-07-01' AND Date < '2021-07-14' THEN YourMeasure END)
If it's a typical month over month calculation, you can consider table calculations:
ua-cam.com/video/3_DeQdE25Bc/v-deo.html
Hope this helps.
Explanation is fabulous. I got the basic knowledge about calculations part. But, could you please provide me the path to download the data set that you had used in the video? Thank you and eagerly waiting for your response.
Thank you Likhith. The data set is discussed towards the beginning: ua-cam.com/video/QimVQl5AoYM/v-deo.html
hi donabelle, do we need to get chinook databse first in sql then excel. as i didnt get any excel file in github