Creating and editing Table Calculations

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.

Table Calculations can be used in any type of visualization. However, when building a view that uses Table Calculations, especially more complex ones, try using a table with all dimensions on the Rows shelf and then adding Table Calculations as discrete values on Rows to the right of the dimensions. Once you have all the Table Calculations working as desired, you can rearrange the fields in the view to give you the appropriate visualization.

Table of Contents for Creating and editing Table Calculations

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Table of Contents for
Creating and editing Table Calculations