What are the types of calculations we can do in tableau Part 1

This recipe explains what are the types of calculations we can do in tableau Part 1

Recipe Objective:-What are the types of calculations we can do in tableau? Part-1

Step 1:-

Import any data set in the data source. For example, here, the "Sample-sales-data-excel" data set excel file is imported.

Step 2:-

Drag and drop the orders sheet in the schema pane.

Step 3:-

Go to sheet1 or name it "Table Calculations", Here different dimensions and measures are available. Drag and drop or double click on the "Sales" (sum of sales) measure so that it will be on the row shelf; again, drag and drop the "Sales" (sum of sales) measure in the row shelf. Then drag the "Category" dimension and drop it in the column shelf.

Step 4:-

As the Sales measure is also available under the marks card(sum of sales), then from the upper menu bar, click on the Text icon to provide a text label. Now drag and drop the Sales measure on the text label, then click on the drop-down available at the sales measure (sum of sales) under the marks card text label. Then click on Quick table calculations, then click on Running Total. This can be seen on the bar chart.

Step 5:-

Now Go to the sales measure (sum of sales) under the marks card text label. Then click on Quick table calculations, then click on Difference; this can be seen on the bar chart. Then again, go to the sales measure (sum of sales) under the marks card text label. Then click on Quick table calculations, then click on Percent difference, this can be seen on the bar chart, Similarly click on Quick table calculations again, then click on Percent of the total, this can also be seen on the bar chart. Then follow the same process from quick table calculations, then click on Rank to see the data ranking according to the sum of sales.

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Ed Godalle

Director Data Analytics at EY / EY Tech
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I am the Director of Data Analytics with over 10+ years of IT experience. I have a background in SQL, Python, and Big Data working with Accenture, IBM, and Infosys. I am looking to enhance my skills... Read More

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