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Tableau Cookbook – Recipes for Data Visualization by Shweta Sankhe-Savale

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Understanding how to create and use Calculations

When working with data, we may come across situations where we may want to go beyond what is available from our data. There are times when the fields available in our data won't be enough to fulfill our requirements. For example, our data may have fields such as Selling price and Cost price. However, we may want to find out how much profit we made. Also, we may want to conditionally format our view to highlight losses. In these cases, it makes sense to create computed fields on the data fields and use them in our analysis.

On a broad level, we will classify our calculations into four categories as follows:

  • String Calculations
  • Arithmetic Calculations
  • Date Calculations
  • Logic Calculations

In order to create ...

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