Learn Tableau Basic Calculations (Calculated Fields) in Tableau (with 10+ examples) | Part 1

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Calculations (Calculated Fields) in Tableau?
If you're new to Tableau and want to learn calculations (calculated fields), or if you've been using Tableau for a while and want a refresher (or a fresh look/take on calculations), this video is for you.
Starter Workbook: public.tableau.com/app/profil...
Timecodes
0:00 - Intro
0:32 - What are calculations (or calculated fields)?
1:10 - Tableau's three (3) main types of calculated fields
1:47 - How do we find calculated fields?
2:05 - What makes up a calculated field?
4:00 - Word of caution about Tableau Functions
6:15 - Basic Calculation - Row-Level
6:31 - Row Example #1 - Transform/Split String
7:34 - Row Example #2 - String concatenation
9:19 - Row Example #3 - CONTAINS string function
10:38 - Row Example #4 - IF/ELSE statement (row-level)
12:13 - Row Example #5 - MAKEDATE
13:39 - Row Example #6 - DATEPARSE
15:35 - Row Example #7 - DATEDIFF
16:44 - Basic Calculation - Aggregate
17:18 - Aggregate Example #1 - Simple Aggregate (default)
18:13 - Aggregate Example #2 - COUNTD for unique values
18:52 - AGG in your pill
19:28 - Aggregate Example #3 - COUNTD with embedded expression
20:32 - Aggregate Example #4 - Profit Ratio and the importance of order of operations
This video provides a gentle but solid introduction to calculations (or calculated fields) in Tableau. We will cover what calculations are, how to find them, how to create them, different types of calculations, some common issues/errors/things to note. There are over 10 detailed and clear walk throughs to ensure you have a good grasp and foundation after you watch the video.
This video focuses on the first type of calculation: basic calculations - both row-based and aggregate calculations. Other types of calculations are covered in the next videos in this series.
Tableau Calculations Series in sqlbelle channel:
Part 1 - Basic and Aggregate Calculations
• Learn Tableau Basic Ca...
Part 2 - Level of Detail Expressions - FIXED, INCLUDE, EXCLUDE - Complete Tutorial
• Tableau LOD (Level of ...
Part 3 - Table Calculations
• Tableau Table Calculat...
Related Videos:
10 Tableau tricks you should know
• 10 Tableau tricks you ...
Images courtesy of Pexels

Опубликовано:

4 июл 2024

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Комментарии : 245

@srv14evr 3 года назад

I've gone through several videos on this topic already. Your video is the absolute best video on this topic! Very well put together....very easy to follow....therefore, easy to learn.

@sqlbelle 3 года назад

Thank you so much for your feedback Trey, very much appreciated!

@cedenfie Год назад

@@sqlbelle Could not agree more - this is by far the best Tableau calculation video.

@ntorrente 3 года назад

The most comprehensive Tableau Calculated Field Intro ever! Thank you Donabel!

@sqlbelle 3 года назад

Thank you Narciso! I am glad you found the video useful! 😀

@ben-cb5er 2 года назад

omg!!! I hope everyone reads this....I've bought many Udemy courses, as well as tableau official course! this video by far is the best and easiest to understand. Thank you for making this video and part 2, part 3 =) tableau goddess!! valuable content thank you again

@sqlbelle 2 года назад

Thank you Ben, I very much appreciate your comment.

@Yogesh010Mishra 11 месяцев назад

Your videos are TO THE POINT and very very helpful. Thank you belle!

@hassanawodi5888 Год назад

Read a book and did some Tableau stuff but kept a full understanding of calculations till now and you really nailed it! Your presentations and examples makes it stick.

@aakashjaiswal2003 2 года назад

I really like the way you explained the difference between row level and aggregate level calculation. It was really very useful.

@viviensong3782 Год назад

Your tutorials are so much more indepth than paid Tableau courses! tysm!

@krishnay.233 11 месяцев назад

Thanks for putting this on RU-vid. More power to you.

@pixelswalashorts 5 месяцев назад

You are the best teacher i have found on the internet, thank you for your efforts.

@jingpinhuicai Год назад

Wow! I feel so motivated after watching your tutorials. Thank you

@neronova1176 9 месяцев назад

By far, for me, you gave the best explanation for calculations, which helped me understand what Tableau was doing. Thanks, this helped me a lot.

@matthewwroblewski8752 Год назад

Calculations in Tableau have always been a bit of a mystery to me. Thank you for demystifying this important topic!

@equiwave80 2 года назад

Hi Donabel, I really liked the final part where you clearly mentioned the difference between the Row-Level and Aggregate calculations Row Level Cal: DIVIDE FIRST, THEN SUM Aggregate Cal: SUM FIRST, THEN DIVIDE Thanks for this excellent refresher. It was very useful for me as I will now be able to better understand how basic calculations work in Tableau.

@jishanchowdhury4597 Год назад

very detailed and hats off to the explaination

@0nicks Год назад

this is the best channel to learn Tableau from a fresher's perspective. easy to understand. Thank you @sqlbelle for sharing tableau tutorial :)

@PlosoPlus Год назад

Well explained, you are a natural at this, just saved me some time trying to translate some formulas from Salesforce to Tableau

@yolindaburns3447 3 года назад

Love this video! clean and easy to follow!

@sqlbelle 3 года назад

Hi Yolinda, Thank you so much for your note! I am happy you found the video useful and easy to follow! Much appreciated, Donabel

@MuhammadRizwan-vn6pz 2 года назад

Excellent , Your video is the best of all that i watched on youtube on this topic Thanks.

@Carol-cb5yd 3 года назад

This is the best content among videos I have been gone through. Thank you so much! Keep up your good work, please.

@sqlbelle 3 года назад

Thank you for your kind comment, Carol! Appreciate it!

@russelllavery2281 Год назад

superlative explanation. Thanks for sharing your knowledge..

@stephenboyd2579 3 года назад

These videos are so helpful in my Tableau journey! Thank you so much, your teaching and explanations of concepts is very easy to grasp, understand and retain.

@sqlbelle 3 года назад

So glad to hear, thank you so much for sharing Stephen! :)

@shefalichand7177 3 года назад

You are absolutely the best ! Huge respect 👏👏

@sqlbelle 3 года назад

Thank you Shefali!

@manishagrawal417 Год назад

I don´t have words to express how I felt. Let´s just say beyond AMAZING. I never felt bored for a sec or thought when the vid is going to end or how much time is left. You just hooked me in. You were spot on, each second of the video was imp, this was literally 2 hours squeezed into 20 mins without any fatigue and all the details were captured. Just amazing

@sqlbelle Год назад

Hello Manish, I really appreciate your note and feedback. Thank you for taking the time to share with me - it means a lot. I hope you find other videos in the channel helpful as well. Thank you again!

@gonzalofuste 3 года назад

@sqlbelle I really like the way you explain tableau very easily; you also have a very nice and clear voice that helps a lot. Thank you very much for these videos !

@sqlbelle 3 года назад

Thank you so much for your comment, GonzaloFuste ! Hope you found them helpful 🙂

@StyleViewStudio Год назад

Excellent tutorial!…🙏🙏🙏

@pramodhanmi 2 года назад

Relieved of 3 years of frustration. Very comprehensive yet crisp video. Highly recommended for strong foundation. 👍👍

@sqlbelle 2 года назад

Thank you for your kind feedback Pramod!

@MrStark-zy6cd 2 года назад

I have been using tableau for a couple of years, but I have learned alot of new stuff, thank you 👍🏼

@sqlbelle 2 года назад

Glad to hear, thank you Mr Stark!

@sarahjanepena8027 2 года назад

This channel is a gem for me! It helps me to easily understand Tableau esp. that I'm a beginner. More blessings to you, Ms. Belle :)

@sqlbelle 2 года назад

Thank you Sarah for your very nice comment and wishes. Thank you :) :) :)

@ridhihingu232 2 года назад

I thank god that i came across your videos. You are a great teacher.

@sqlbelle 2 года назад

Thank you Ridhi!

@6toolbaseball 3 года назад

Practical advice. Well worth a subscribe!

@sqlbelle 3 года назад

Thank you so much Sonder!

@sandeepsandy6190 2 года назад

Thank you so much for the great insights Donabel.

@sqlbelle 2 года назад

Thank you Sandeep!

@torque6389 3 месяца назад

Brand new subscriber; you are amazing!

@deepakgautam8958 2 года назад

Really awesome video.

@Hooleey 3 года назад

Great video! Keep them coming!

@sqlbelle 3 года назад

Thank you daniel!

@Ramon.83 2 года назад

You are amazing! Greetings from Brazil!

@sqlbelle 2 года назад

Thank you Ramon! Hope you found it helpful!

@damonreyes8719 2 года назад

I'm going to watch all your videos right away

@sqlbelle 2 года назад

Thank you Damon!

@huy6135 3 месяца назад

Hello sqlbelle! I wish you have a nice day

@lavaforce-overwatchmoments9848 11 месяцев назад

Very helpful thank you !

@boGodhuan 2 года назад

This is so amazing! Thank you! Your video is so helpful for newbies like me! You are like a fairy🧚🧚‍♂️, make complicated things so simple and easy to understand!

@sqlbelle 2 года назад

Thank you Happy Cat :)

@ontariobeaver9376 3 года назад

Cool! Smart. Easy to follow!

@sqlbelle 3 года назад

Thank you, so happy to hear you found the video easy to follow :)

@rohitpawar9198 2 года назад

The best video ever on tableau calculations. Even the online courses I purchased missed many key points and you covered it all in just 23 min.

@sqlbelle 2 года назад

Thank you Rohit!

@vuonghuynh1601 2 года назад

the most calculation explain ever, thanks belle

@sqlbelle 2 года назад

Thank you Vuong!

@jowiekid 3 года назад

Out of the tableau tutorials I have tried out so far, this is the most helpful one. Progression was well laid out, pacing was just right, extremely useful tips and examples and lastly, it was very easy to follow. Thanks for this content! Subscribed.

@sqlbelle 3 года назад

Thank you Jowie for your kind comment, and thank you for sharing your thoughts. I am happy you found this video helpful :) .. Hope you will find the other ones in the channel helpful as well.

@innovativeiinnovativei 2 года назад

Hi, could you please share the data source which is used in video.

@thennarasuthen9179 3 года назад

Very clear explanation..and easy to follow....thank you

@sqlbelle 3 года назад

Thank you Thennarasu

@ramyamohan4419 2 года назад

I can say one word... SIMPLY SUPER..

@jannerick2 3 года назад

Extremely good, you have a new fan.

@sqlbelle 3 года назад

Thank you, I am glad you found it helpful. 😀

@amber-di6il 7 месяцев назад

Really helpful!

@akuasoftlife Год назад

Hi, thanks a lot for your good tutorials, I really enjoyed them. However since you were using a different data source, I thought you would give us the link to download it so we can follow you in the practical work. I am using the Tableau data source, but I am unable to follow some of the examples you demonstrate in calculating the data fields.

@vishalsvits 11 месяцев назад

I love you from India. Thank you

@oludipe737 2 года назад

There are not so many good teachers out there. Thanks for all you do in your Videos.

@sqlbelle 2 года назад

Thank you for your kind note, Oludipe!

@marktan9009 2 года назад

Very nice! Thank you very much!

@sqlbelle 2 года назад

Thank you Mark!

@ahmedchakroun8980 3 года назад

Thanks a lot for all your informative videos

@sqlbelle 3 года назад

Thank you Ahmed, hope you found them helpful!

@newpaige9435 Год назад

this was great!

@megaankitshrivastava 2 года назад

Hey. Your video is amazing. It will great if you make whole series of tableau video from beginning to advance . So that those who want to learn whole tableau can go through. They way of teaching is amazing.

@ChithiAmmaUSA 3 года назад

wow, you explained it so well. Thank you

@sqlbelle 3 года назад

Thank you Chithi! I hope you found it useful 🙂

@datafancy1361 2 года назад

You are doing such a great Job 🙌

@sqlbelle 2 года назад

Thank you Data Fancy :)

@laurenlin7478 Год назад

learned a lot, thank you!

@sqlbelle Год назад

Thank you Lauren!

@ramanamurty3366 2 года назад

Thank you for your videos those are very helpful for learners

@sqlbelle 2 года назад

Thank you Ramana

@michellebannon674 3 года назад

This is very useful. Thank you!

@sqlbelle 3 года назад

Thank you Michelle! Glad you found the video helpful!

@kristiand3515 2 года назад

very helpful, Donabel!

@sqlbelle 2 года назад

Thank you Kristian!

@amolparbat6428 3 года назад

Thank You Very much for this video

@sqlbelle 3 года назад

You are most welcome AMOL!

@shaiksaleem437 3 года назад

I became big fan of u. what an explanation its really peaks

@sqlbelle 3 года назад

Thank you Shaik! Happy to hear you are finding the videos helpful!

@lpdowdell 3 года назад

You are a great instructor!

@sqlbelle 3 года назад

Thank you Linda. I appreciate your comment very much 🙂 I hope you found the video useful :)

@lpdowdell 3 года назад

@@sqlbelle I wonder if you are planning to create videos about formatting incoming text from fields that contain paragraphs. For example, I would like to indent an entire paragraph with a bullet point

@sqlbelle 3 года назад

Hi Linda, I was planning to do one or few videos about creating a resume in Tableau, which may have something similar to what you described. However for these ones, the data set will have blocks of text - basically each paragraph is in its own record. One way you can explore is to bring this in text, but have another column just before that has just a shape (for the bullet). I'll try to incorporate in the next couple videos that I am planning to publish. Thank you for your feedback and suggestion! Much appreciated! Donabel

@billgarcia471 2 года назад

I'm about to start a new job related to analytics and this explains a lot, Thank you!!

@sqlbelle 2 года назад

That's great to hear. Thank you for sharing Bill!

@michaelalfred6912 3 года назад

thank you. very very helpful

@sqlbelle 3 года назад

Thank you Michael, glad to hear you found the video helpful!

@hamamunashe Год назад

You have saved me a lot of times

@sqlbelle Год назад

Thank you Visy

@dikshachourasiya9749 2 года назад

This is very Awesome,very nice explanation of each and every calculations.Thankyou so much :)

@sqlbelle 2 года назад

Thank you Diksha! :)

@mohitroy2053 3 года назад

This was the best part. Loved the explanation. "Aggregate Example #4 - Profit Ratio and the importance of order of operations"

@sqlbelle 3 года назад

Thank you Mohit! 🙂🙏

@innovativeiinnovativei 2 года назад

From where did you get the data sources?

@sobersabin 3 года назад

I am your new fan.................excellent course material

@sqlbelle 3 года назад

Thank you Sabin!

@AnantpadmanabhDivanji 3 года назад

Would love to see a tutorial like this on power bi and tableau prep! Excellent explanation

@sqlbelle 3 года назад

For sure, I will include these in my planned videos.. I have one on Tableau prep coming in the next few weeks :) Thank you Anantpadmanabh!

@oluremiabayomi5924 2 года назад

@@sqlbelle I am also looking forward to the on eon tableau prep please. Excellent videos

@peterparker4358 3 года назад

Thank u so much❤️ ur vidoes are really good please keep them coming

@sqlbelle 3 года назад

Thank you for your feedback Peter! Much appreciated!

@lexinliu6660 2 года назад

so helpful！

@sqlbelle 2 года назад

So glad to hear, thank you Lexin.

@tingtingshi9463 3 года назад

thank you so much for your videos, easy to understand and follow, really appreciate :)

@sqlbelle 3 года назад

Thank you so much for sharing your feedback, Tingting! Glad you found the video helpful!

@tingtingshi9463 3 года назад

@@sqlbelle Are you considering to make a complete tableau series tutorial, and level from beginner to advanced level? thank you !

@sqlbelle 3 года назад

Thanks Tingting - yes I am hoping to do so :)

@AlaeAloa-cn2kz 9 месяцев назад

JUST THANK YOUU

@comic2946 Год назад

Amazing .this channel is a gem for me! It helps me to easily understand Tableau esp. that I'm a beginner. More blessings to you, Ms. Belle :) Could you please provide the database link so that we can practice

@pattybaselines 2 года назад

Thank you.

@sqlbelle 2 года назад

Thank you Patrick!

@ttak83 2 года назад

Thanks!

@sqlbelle 2 года назад

Thank you Shelley! Much appreciated :) I hope you found the video helpful!

@shyamkumar-fh2fh 3 года назад

U deserve more views and subscribers. Great work keep uploading videos on business scenarios please

@sqlbelle 3 года назад

Thank you for your kind note, Shyam! Appreciate it :)

@praveenkumarchidrawar9008 Год назад

Thankyou.

@NiteshSingh-rv2sh 3 года назад

very informative ......keep it up mam

@sqlbelle 3 года назад

Thank you Nitesh!

@saisakshi5560 3 года назад

Thank you

@sqlbelle 3 года назад

You are welcome Sai. Hope you found it helpful!

@ramyahmed9510 2 года назад

Excellent

@sqlbelle 2 года назад

Thank you Ramy!

@DvACtOid Год назад

Great content, I love the part you mention those small details like modeless and multiple ways of create calculated fields. I have downloaded your twbx but unable to find the composer fields, to keep up with the contains section, maybe you have forget it?

@maheshbarma 3 года назад

thank you Donabel

@sqlbelle 3 года назад

Thanks Mahesh!

@divyakuppusamy2196 Год назад

Informative and Useful. Thanks for sharing. Can you please post a video on security.

@imranshaikh-gt4tg 3 года назад

great content ... you have simplified complex calculation topic in 100 times better way ......keep uploading more and also one request if u can provide dataset which u used while making ur videos then we can practice along with you.... keep going...awaiting for more videos ....

@sqlbelle 3 года назад

Thank you Imran. I will be posting the sources of the data in the description (majority are from Tableau Public and Kaggle). I hope you found the video useful!

@MIDRISSINTEGRATEDINTLLIMITED Год назад

This is amazing.... Kindly provide the dataset for the Demo.

@sudeepsaxena8023 Год назад

Hi Belle, the concepts have been explained in a very simple but detailed way. Your language is clear too which makes it more easy to understand the concepts. I also like the background music. I was wondering if I can get the name of the soundtrack!!!! 😅

@dipankarbose4070 3 года назад

Hi, I have seen lots of video in tableau but the information you have share that make you different from other..it is really informative.. Make one video on Data blending ... One suggestion ..whatever video you make on that video you should keep on question and answer session that will help us to understand what type of question will be ask by the interviewer on this topic. It will truly help your follower who are searching for job.. Thank you so much sharing your valuable knowledge with us....

@sqlbelle 3 года назад

Thank you for your note Dipankar, and for your suggestions. I will try to put additional content in future videos about what possible questions could be asked about the respective video topics. 🙂

@dipankarbose4070 3 года назад

@@sqlbelle Thank you. I am waiting for your next video...

@sudarsanreddys9060 2 года назад

Thnq Very useful💐

@sqlbelle 2 года назад

Thank you SudarsanReddy!

@sudarsanreddys9060 2 года назад

I ve A doubt At Below Sheetsnames Some as color Like Yellow And Green how they came??

@rymensymen1994 3 года назад

Really like your voice ! :)

@sqlbelle 3 года назад

Thank you Simon, that's a very kind comment 🙂

@innovativeiinnovativei 2 года назад

Thank you for your amazing videos. Very well explained. Could you please share the data sources you have used in the video as it gets easier to follow and learn. Thanks once again.

@sqlbelle 2 года назад

Thank you. I've added the starter workbook link in the description as well: public.tableau.com/app/profile/sqlbelle/viz/sqlbelle-TableauCalculationsforBeginners-Starter/Intro

@himanshudeliwal5437 2 года назад

Hi This is very informative video, and also wanted to know how to extract last name or first name if we have only name and first and last name written together , Thanks

@tzelichonok 3 года назад

Hello Donabel, Thank you for your lessons. Very informative and very well presented. I have a question on COUNTD calculation with IF condition. It gives me an "cannot mix aggregate and non-aggregate comparisons" error when using Ration calculation in IF statement. How it can be solved?

@sqlbelle 3 года назад

Hi Tanya, Thank you for your note! Usually what you can do is embed the IF in the COUNTD, for example, something like this: COUNTD ( IF condition = True THEN yourfieldID END ) / COUNTD(yourfieldID) Hope this helps! Please give it a try, would love to hear how it goes. Donabel

@kishorepjr9 Год назад

Suggest how to practice daily please.

@sanjaypalai6495 2 года назад

This is vary helpful topic. Thank you for sharing. I have a question am stuck some where. Need your help. How can I create a calculated field of sum of sales for a particular year. Let's say I have sales for 2021 and sales of 2022. How can I create calculated field only for sum of all sales in 2022.

@DonAusby 2 года назад

Great video and very helpful! I am struggling to calculate the DOW four-week average. So comparing a Tuesday to the average of the previous 4 Tuesdays. Is there an easy way calculate this?

@sqlbelle 2 года назад

Hi Russ - there are a few ways we can do this. What kind of chart do you have? One strategy I can think of is using the LOOKUP function (something with an offset of -7 on a daily chart/worksheet) and that can help get 4w average.