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Tableau 10: Mastering Calculations

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Tableau 10—the popular analytics and visualization tool—provides you with the ability to create powerful calculations. In this course, learn how to leverage this aspect of the platform, and start creating useful and powerful formulas in Tableau Desktop. Instructor Curt Frye begins by going into data types, conversions, and function syntax, and shares how to create a calculated field and an ad hoc calculation. He then covers how to summarize data using aggregate functions, explaining how to calculate the sum of a collection of values, as well as the average, minimum, and maximum of a set. He also discusses working with times and dates, creating conditional calculations, implementing level of detail expressions, and more.


01 - Introduction
  • 01 - Welcome
  • 02 - What you need to know
  • 03 - Using the exercise files

  • 02 - 1. Introducing Calculations in Tableau 10
  • 01 - Define data types and conversions
  • 02 - Define function syntax in Tableau 10
  • 03 - Create calculations using arithmetic operators
  • 04 - Use logical and comparison operators in calculations
  • 05 - Create a calculated field
  • 06 - Create an ad hoc calculation

  • 03 - 2. Summarizing Data Using Aggregate Functions
  • 01 - Calculate the sum of a collection of values
  • 02 - Calculate the average, median, minimum, and maximum of a set of values
  • 03 - Identify the percentile of a given value
  • 04 - Find the variance and standard deviation of populations and samples
  • 05 - Count all values or distinct values in a data set
  • 06 - Find the value of an attribute

  • 04 - 3. Calculating Values Using Number Functions
  • 01 - Find the absolute value or sign of a number
  • 02 - Round numbers up or down
  • 03 - Find the integer and decimal components of a division operation
  • 04 - Calculate the square or square root of a value
  • 05 - Identify the larger or smaller of two values
  • 06 - Return zero if a calculation includes a null value

  • 05 - 4. Working with Times and Dates
  • 01 - Return the current date or date and time
  • 02 - Return the day, month, or year component of a date
  • 03 - Identify part of a date using DATEPART
  • 04 - Add or subtract intervals from dates
  • 05 - Truncate a date
  • 06 - Identify the earlier or later of two dates

  • 06 - 5. Creating Conditional Calculations Using Logical Functions
  • 01 - Create IF THEN expressions
  • 02 - Create IF THEN ELSE and ELSE IF expressions
  • 03 - Return true or false values using IIF
  • 04 - Define multilevel conditions using CASE expressions
  • 05 - Manage null values using IFNULL and ISNULL

  • 07 - 6. Creating Level of Detail (LOD) Expressions
  • 01 - Create a level of detail (LOD) expression
  • 02 - Create level of detail expressions using FIXED
  • 03 - Create level of detail expressions using INCLUDE
  • 04 - Create level of detail expressions using EXCLUDE

  • 08 - 7. Summarizing Data Using Table Calculations
  • 01 - Create a quick table calculation
  • 02 - Calculate a running total or moving average
  • 03 - Add a secondary table calculation
  • 04 - Rank table data
  • 05 - Identify a table row using INDEX
  • 06 - Count table rows from first or last row
  • 07 - Look up values using PREVIOUS VALUE and LOOKUP
  • 08 - Return the number of rows in the partition
  • 09 - Summarize data within a defined window of rows

  • 09 - 8. Managing Text Strings
  • 01 - Convert and measure strings
  • 02 - Find and replace text in a string
  • 03 - Trim and pad strings
  • 04 - Determine if a sequence occurs within a string
  • 05 - Return characters from part of a string

  • 10 - Conclusion
  • 01 - Next steps
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