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You're reading from  Tableau Cookbook - Recipes for Data Visualization

Product typeBook
Published inDec 2016
PublisherPackt
ISBN-139781784395513
Edition1st Edition
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Author (1)
Shweta Sankhe-Savale
Shweta Sankhe-Savale
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Shweta Sankhe-Savale

Shweta Sankhe-Savale is the Co-founder and Head of Client Engagements at Syvylyze Analytics (pronounced as "civilize"), a boutique business analytics firm specializing in visual analytics. Shweta is a Tableau Desktop Qualified Associate and a Tableau Accredited Trainer. Being one of the leading experts on Tableau in India, Shweta has translated her experience and expertise into successfully rendering analytics and data visualization services for numerous clients across a wide range of industry verticals. She has taken up numerous training as well as consulting assignments for customers across various sectors like BFSI, FMCG, Retail, E-commerce, Consulting & Professional Services, Manufacturing, Healthcare & Pharma, ITeS etc. She even had the privilege of working with some of the renowned Government and UN agencies as well. Combining her ability to breakdown complex concepts, with her expertise on Tableau's visual analytics platforms, Shweta has successfully trained over a 1300+ participants from 85+ companies.
Read more about Shweta Sankhe-Savale

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Creating string calculations


There are times when we are required to do some manipulations on fields that are stored as strings. Typical calculations that we may do on strings are as follows:

  • Concatenating separate strings into a single string or separate a string into smaller substrings

  • Changing the letter case (upper case to lower case and vice versa)

  • Extracting parts of the string to find certain substrings or find the position of a particular character or trim the string from a particular point

In the following recipe, let's do some string manipulations to create new calculated fields.

Getting ready

For the following recipe, we will use the Customer Name field from the Orders sheet from Sample - Superstore.xlsx data and we will continue working in the same workbook, My first Tableau Workbook.

Let us get started by creating a fresh new sheet.

How to do it…

  1. Let us create a new sheet by pressing Ctrl + M and rename it String Calculation.

  2. We will then drag the Customer Name field from the Dimensions...

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Tableau Cookbook - Recipes for Data Visualization
Published in: Dec 2016Publisher: PacktISBN-13: 9781784395513

Author (1)

author image
Shweta Sankhe-Savale

Shweta Sankhe-Savale is the Co-founder and Head of Client Engagements at Syvylyze Analytics (pronounced as "civilize"), a boutique business analytics firm specializing in visual analytics. Shweta is a Tableau Desktop Qualified Associate and a Tableau Accredited Trainer. Being one of the leading experts on Tableau in India, Shweta has translated her experience and expertise into successfully rendering analytics and data visualization services for numerous clients across a wide range of industry verticals. She has taken up numerous training as well as consulting assignments for customers across various sectors like BFSI, FMCG, Retail, E-commerce, Consulting & Professional Services, Manufacturing, Healthcare & Pharma, ITeS etc. She even had the privilege of working with some of the renowned Government and UN agencies as well. Combining her ability to breakdown complex concepts, with her expertise on Tableau's visual analytics platforms, Shweta has successfully trained over a 1300+ participants from 85+ companies.
Read more about Shweta Sankhe-Savale