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Product typeBook
Published inApr 2015
PublisherPackt
ISBN-139781784391164
Edition1st Edition
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Joshua N. Milligan
Joshua N. Milligan
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Joshua N. Milligan

Joshua N. Milligan is a Hall of Fame Tableau Zen Master and 2017 Iron Viz Global finalist. His passion is training, mentoring, and helping people gain insights and make decisions based on their data through data visualization using Tableau and data cleaning and structuring using Tableau Prep. He is a principal consultant at Teknion Data Solutions, where he has served clients in numerous industries since 2004.
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Creating and editing calculations


A calculation is often referred to as Calculated Field in Tableau. This is because when you create a calculation, it will show up as either a new measure or dimension in the Data window. Calculations consist of code that reference other fields, parameters, constants, or sets and use combinations of functions and operations to achieve a result. Sometimes, this result is per row of data and sometimes it is done at an aggregate level. We'll consider the difference shortly.

There are multiple ways to create a calculated field in Tableau:

  • Select Analysis | Create Calculated Field… from the menu

  • Right-click on an empty area in the Data window and select Create Calculated Field

  • Right-click on a field, set, or parameter and select Create | Calculated Field…

  • In Tableau 9.0 or later, double-click on an empty area on the Rows, Columns, or Measure Values shelves, or in the empty area on the Marks card to create an ad hoc calculation

When you start your calculation from...

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Learning Tableau
Published in: Apr 2015Publisher: PacktISBN-13: 9781784391164

Author (1)

author image
Joshua N. Milligan

Joshua N. Milligan is a Hall of Fame Tableau Zen Master and 2017 Iron Viz Global finalist. His passion is training, mentoring, and helping people gain insights and make decisions based on their data through data visualization using Tableau and data cleaning and structuring using Tableau Prep. He is a principal consultant at Teknion Data Solutions, where he has served clients in numerous industries since 2004.
Read more about Joshua N. Milligan