Introduction to Formulas in Tableau
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What’s Included
Introducing the Case
Introducing the Case
Formulas in Tableau are often written in a shelf above the visualization. In this lesson, We'll go through how to do this and introduce the data set for this course.
Aggregate Functions in Tableau
Aggregate Functions in Tableau
Aggregate functions such as SUM, MEDIAN and AVG are the most common functions used in Tableau. In this lesson, we'll learn how to use these functions in some simple but effective formulas.
Introducing Quick Table Calculations
Introducing Quick Table Calculations
Tableau has some great in-built formulas that can be accessed from the shelf. In this lesson, we'll go through how to use some of these formulas such as Running Total and Percent of Total.
More Quick Table Calculations
More Quick Table Calculations
This second lesson on Quick Table Calculations examines the remaining in-built formulas available from the shelf. These formulas include Moving Average and Compound Growth Rate.
Introduction to Calculated Fields
Introduction to Calculated Fields
Formulas that will be re-used regularly should be stored in calculated fields. In this lesson, we create a new field called Price Per Unit and explore some of the risks in using calculated fields.
Avoiding Mistakes with Calculated Fields
Avoiding Mistakes with Calculated Fields
In this second lesson on calculated fields, we explore some of the common errors encountered when building formulas, such as mixing aggregated and non-aggregated data.
Lookup Functions in Tableau
Lookup Functions in Tableau
Lookup functions are used to extract values that are offset from a target column. In this lesson, we learn how to use lookup functions to compare quarter-on-quarter and month-on-month sales data.
Count and Count Distinct
Count and Count Distinct
These two count functions are used regularly in Tableau, but it's easy to make mistakes when writing formulas with these functions. In this lesson, we will count the number of customers for each product.
Window Functions in Tableau
Window Functions in Tableau
Window functions are a very popular family of functions, that enable you to access all the data showing in the view. In this lesson, we will use WINDOW_AVG in a new bar-chart visualization.
Running Functions in Tableau
Running Functions in Tableau
Running functions are a family of functions that manipulate data preceding the current data point. Although not as popular as the window functions, both RUNNING_SUM and RUNNING_AVG can create insightful visualizations.
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