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Visual Analytics with Tableau

You're reading from   Visual Analytics with Tableau A four-color journey through a complete Tableau visualization

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Product type Paperback
Published in May 2017
Publisher Wiley
ISBN-13 9781119560203
Length 288 pages
Edition 1st Edition
Tools
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Author (1):
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Alexander Loth Alexander Loth
Author Profile Icon Alexander Loth
Alexander Loth
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Table of Contents (16) Chapters Close

1. Cover FREE CHAPTER
2. Foreword by Nate Vogel
3. Foreword by Sophie Sparkes
4. Introduction 5. Chapter 1: Introduction and Getting Started with Tableau 6. Chapter 2: Adding Data Sources in Tableau 7. Chapter 3: Creating Data Visualizations 8. Chapter 4: Aggregate Functions, Calculated Fields, and Parameters 9. Chapter 5: Table Calculations and Level of Detail Calculations 10. Chapter 6: Maps 11. Chapter 7: Advanced Analytics: Trends, Forecasts, Clusters, and other Statistical Tools 12. Chapter 8: Interactive Dashboards 13. Chapter 9: Sharing Insights with Colleagues and the World 14. Chapter 10: Data Preparation with Tableau Prep 15. Index
16. End User License Agreement

QUICK TABLE CALCULATIONS

Table Calculations are derived from the data shown in the view. Once you have built a first chart, you can quickly add a Table Calculation by using one of the many predefined Quick Table Calculations, including proportions, rankings, cumulative sums, and moving averages.

Setting Up a Quick Table Calculation

To demonstrate the use of Table Calculations, imagine that you want to see the cumulative sum of sales over time. Setting up a Table Calculation requires a worksheet with a first visualization. Therefore, you first create the line diagram shown in Figure 5.1 by placing Sales on Rows, Order Date (set to Continuous Months) on Columns, and Segment on Color.

Screenshot of the entry Quick Table Calculation in a measure’s context menu, with menus such as File, Data, Worksheet, Dashboard, Story, Analysis, Map, Format, Server, Window, and Help.

Figure 5.1 The entry Quick Table Calculation in a measure's context menu.

Quick Table Calculations are easily applied to any measure used in the view by right‐clicking the measure in question. In the context menu of Sum(Sales), choose Quick Table Calculation, as shown in Figure 5.1.

A submenu...

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