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You're reading from  Tableau 10 Business Intelligence Cookbook

Product typeBook
Published inNov 2016
PublisherPackt
ISBN-139781786465634
Edition1st Edition
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Authors (2):
Donabel Santos
Donabel Santos
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Donabel Santos

Donabel Santos is a self-confessed data geek. She loves working with data, writing queries, and developing reports on her SQL Server databases, and exploring and visualizing data with Tableau. She is the principal and senior business intelligence architect at QueryWorks Solutions, a Tableau Learning and Alliance partner in Vancouver, BC, Canada, providing consulting and training services. She has spent years in consulting and has developed a variety of solutions for clients in different verticals—finance, manufacturing, healthcare, legal, higher education, and local government. Donabel is a multi-year Microsoft Data Platform MVP (previously known as SQL Server MVP) and has extensive experience in the SQL server in different areas, such as development, administration, data warehouse, reporting (SSRS), tuning, troubleshooting, XML, CLR, and integration with ERPs and CRMs using PowerShell, C#, SSIS, and Power BI. One of Donabel's passions is teaching and sharing her love for data. She is a Tableau Certified Professional and a Tableau accredited trainer, delivering Tableau public and on-site client training. She is also the lead instructor for a number of courses at British Columbia Institute of Technology (BCIT), including Applied Database Administration and Design (ADAD) and Applied Data Analytics (ADA) programs. She teaches SQL server administration, development, integration (SSIS), data warehouse foundations, and visual analytics with Tableau. Donabel has also authored three other books with Packt Publishing: SQL Server 2012 with PowerShell V3 Cookbook, PowerShell for SQL Server Essentials, and SQL Server 2014 with PowerShell V5 Cookbook. She also contributed a chapter to Manning Publications' PowerShell Deep Dives.
Read more about Donabel Santos

Paul Banoub
Paul Banoub
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Paul Banoub

Contacted on: 18/12/2015 for Mastering Tableau 10 [video]
Read more about Paul Banoub

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Different ways to create calculated fields


There are different ways to create calculated fields in Tableau, as follows:

  1. From the drop-down arrow beside the Dimensions section in the side bar:

  2. From the field you want to use in the calculated field:

  3. From the Analysis menu:

  4. From the Rows or Columns shelf by double-clicking on an empty space. This is called ad hoc calculation:

  5. From the Marks card by double-clicking on an empty space. This is also called an ad hoc calculated field:

If you create an adhoc calculation, this piece of information can only be used within the worksheet you created it in. This is not viewable in other worksheets in the same workbook. If you need to persist this field, you can simply drag the pill that contains the ad hoc calculation to anywhere in the side bar. You can rename this field once you see it in the side bar. Once the field is saved, you can use this anywhere in the workbook, just like any other calculated fields. This is shown in the following screenshot:

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Tableau 10 Business Intelligence Cookbook
Published in: Nov 2016Publisher: PacktISBN-13: 9781786465634

Authors (2)

author image
Donabel Santos

Donabel Santos is a self-confessed data geek. She loves working with data, writing queries, and developing reports on her SQL Server databases, and exploring and visualizing data with Tableau. She is the principal and senior business intelligence architect at QueryWorks Solutions, a Tableau Learning and Alliance partner in Vancouver, BC, Canada, providing consulting and training services. She has spent years in consulting and has developed a variety of solutions for clients in different verticals—finance, manufacturing, healthcare, legal, higher education, and local government. Donabel is a multi-year Microsoft Data Platform MVP (previously known as SQL Server MVP) and has extensive experience in the SQL server in different areas, such as development, administration, data warehouse, reporting (SSRS), tuning, troubleshooting, XML, CLR, and integration with ERPs and CRMs using PowerShell, C#, SSIS, and Power BI. One of Donabel's passions is teaching and sharing her love for data. She is a Tableau Certified Professional and a Tableau accredited trainer, delivering Tableau public and on-site client training. She is also the lead instructor for a number of courses at British Columbia Institute of Technology (BCIT), including Applied Database Administration and Design (ADAD) and Applied Data Analytics (ADA) programs. She teaches SQL server administration, development, integration (SSIS), data warehouse foundations, and visual analytics with Tableau. Donabel has also authored three other books with Packt Publishing: SQL Server 2012 with PowerShell V3 Cookbook, PowerShell for SQL Server Essentials, and SQL Server 2014 with PowerShell V5 Cookbook. She also contributed a chapter to Manning Publications' PowerShell Deep Dives.
Read more about Donabel Santos

author image
Paul Banoub

Contacted on: 18/12/2015 for Mastering Tableau 10 [video]
Read more about Paul Banoub