Chapter 9

Analytic Practices in Action

IN THIS CHAPTER

Bullet Defining the three basic calculation types

Bullet Applying the principles and components for creating calculated fields

Bullet Enhancing visualizations to identify patterns, trends, and behaviors in data

When data is ingested into Tableau, you may, as many users do, find it to represent just the tip of the iceberg. That’s because calculations allow you to transform a simplistic data point into a complex equation. You can potentially combine multiple fields while also leveraging functions and formulaic expressions available in Tableau. To create calculations, you need to understand the principles of creating calculated fields in Tableau. In this chapter, you find out how to create complex calculated fields as well as see how to identify patterns, trends, and behaviors using Tableau’s built-in Analytics feature.

Understanding Calculations

On the surface, Tableau has three main calculation types: basic expressions, level of detail (LOD) expressions, and table expressions. Each type has variants. Table 9-1 summarizes the difference between the three types.

TABLE 9-1 Calculation Types

Type of Expression

What It Does

Basic

Allows for ...

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