There are several ways to create Table Calculations in Tableau, including:
- Using the drop-down menu for any active field used as a numeric aggregate in the view, select Quick Table Calculation and then the desired calculation type
- Using the drop-down menu for any active field that is used as a numeric aggregate in the view, select Add Table Calculation, then select the calculation type, and adjust any desired settings
- Create a calculated field and use one or more Table Calculation functions to write your own custom Table Calculations
The first two options create a Quick Table Calculation, which can be edited or removed using the drop-down menu on the field and selecting Edit Table Calculation... or Clear Table Calculation. The third option creates a calculated field, which can be edited or deleted as any other calculated field.
A field on a shelf in the view that is using a Table Calculation, or which is a calculated field using Table Calculation functions, will have a delta symbol icon as follows:
Following is the snippet of Active Field:
Following is the Active Field with Table Calculation:
Most of the examples in this chapter will utilize text tables/cross tab reports as these most closely match the actual aggregate table in the cache. This makes it easier to see how the Table Calculations are working.