Calculations in Tableau
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Write calculated fields, LOD expressions, table calculations and parameters in Tableau, and use them for cohort, survival and time series analysis.
Calculations take a Tableau chart beyond the raw fields of a data source. Calculated fields in Tableau let you derive new measures, change the granularity of a result, accumulate and rank values, and let viewers switch what a chart shows. You work with Fitbit usage records and retail clothing sales to answer business questions about customer cohorts, survival rates, growth over the years and seasonal patterns, and you learn to track down why a formula returns the wrong result.
What You Will Achieve
- Write calculated fields that combine text and logic, and find out why a formula returns an error
- Run cohort and survival analyses with LOD expressions that compute values independent of the dimensions in a view
- Let report viewers choose which measure a chart shows or set a what-if threshold through a parameter
- Compare yearly performance and compound growth rates, and study seasonality with moving averages
Program Overview
Calculated Fields, String and Logical Functions
Revisits how calculated fields work at row level and in aggregate, then adds the text and logic functions that most analyses lean on.
- Row-level calculations and aggregations
- Reusing calculations and understanding averages
- Troubleshooting basic errors
- String operations and IF statements
LOD Expressions, Table Calculations and Parameters
Moves between levels of data granularity, then computes values across a table and feeds user-chosen inputs into formulas.
- FIXED, INCLUDE and EXCLUDE expressions
- Cohort analysis and survival rate
- Running totals, nested table calculations and ranking
- Parameters for Top N and a quadrant chart
Date Functions and Time Series Analysis
Starts with date and time data types, then analyzes how values change across periods, drawing on the skills from the earlier chapters.
- Date conversions and date differences
- Seasonality and moving averages
- CAGR and year-over-year calculations
- Indexed growth
Certificate Awarded (Paid)
Job Outlook
Calculations like these are used in business intelligence and data analysis work wherever Tableau reports follow sales, customer cohorts or growth over time.
Good for: Tableau users who already build charts and want to compute cohorts, rankings and growth rates inside their own workbooks.
Keep in mind: Despite its advanced label, the course first revisits the basics of calculated fields, row-level calculations and aggregations before moving to LOD expressions and table calculations.
Bottom line: Four chapters of Tableau formulas, each tied to a business question such as cohort retention, survival rates or compound growth.
Frequently Asked Questions
Which datasets are the exercises built on?
The practice work uses Fitbit usage data and commercial retail clothing data. Those two sources carry the business problems the lessons solve, including cohort analysis, survival rates and trends over time.
What does the chapter on LOD expressions cover?
It shows how to move between levels of data granularity and calculate values that do not depend on the dimensions in the view. It starts with FIXED, moves on to INCLUDE and EXCLUDE, and ends with combining several expressions in one analysis.
How are parameters used in the lessons?
After an introduction to parameters, the lessons put them inside calculations: picking a Top N cutoff, switching the measure a view displays, and building a parameterized quadrant chart for a what-if scenario.
How is the material practiced?
Each chapter mixes short explanations with knowledge checks and hands-on exercises in an interactive, text-based format, so every new type of calculation is applied to the course data soon after it is introduced.
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