Working with Tableau Table Calculations

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Large data volumes have made businesses follow modern approach to business intelligence. Tableau is a powerful BI and analytics solution to help management view a decipher interactive data and make informed business decisions. Tableau empowers the users to draw useful and most insightful information out of the data sets to add value to business facilitating in making informed decisions. Professional Tableau training demonstrate the modern approach to data analytics that helps in understanding and sharing insights, making quick table calculations, performing query and solving problems efficiently. The article walks you through the most commonly used Tableau table calculations available with Tableau powerhouse to render agile data analytics solutions with captured business data.

Table calculations in Tableau are based on

·         Partitioning fields that partition the data

·         Addressing fields that form the basis of calculations. 

Most commonly used calculations in Tableau include:
1. Percentage Change: Tableau allows you to calculate percentage change in the table values allowing you to analyze business growth, stock/portfolio performances and more. You can perform this type of calculations by specifying the date since when the Tableau need to track the percentage of change.
2. Common Baseline: Common baseline allows you to retrieve and view the table data from a defined starting point instead of displaying data over the entire timeline.
3. Multi-pass Aggregation: Tableau allows you to make two table calculations in one go. For instance, you can analyze the contribution of diverse segments a business deals in. Tableau allows you to compute the total sales by one segment over a period and calculate the percentage to check the relative increase or decrease in its contribution in comparison to the overall output of the company. You can swiftly compute it without writing any formula.
4. Preserve Ranks While Sorting: Tableau allows you to create bump chart and perform sorting on specific fields and preserve the ranks. The rank can be defined for a product as per sales recorded during the specified months or region wise sales over the years. You can sort the ranks in ascending or descending order as required.
5. Running Total: The running total allows you to calculate the cumulative sum of aggregate values in a partition.  It can seamlessly calculate the added values, average values or replaced values with lowest or highest values as specified.
6. Weighted Average: Weighted average summarizes the data and identify the high-priority product. The weighted average is calculated by identifying the frequency of a value and multiplying it with assigned weights and averaging it over the total weight.
7. Group by Calculation: This Tableau table calculation allows you to separate the data of your interest and group it by calculation. For instance, shipping department can group the data based on the shipping costs that are below or above average.
8. Moving Average: Moving Average enables helps computing the moving averages that are mostly used to identify and initiate the trend analysis. 

Conclusion:

Quick Tableau Table calculations help you to perform complex calculations accurately and represent the data interactively in the form of self-explanatory charts helping business owners and management teams to derive improved business decisions. You can gain hold over the quick tableau table calculations, powerful chart tools and the power of data visualization through extensive Tableau training and certification courses that are available for the beginners and working professionals to help them gain the competitive edge in the field of data analytics and business intelligence.  

More articles on Tableau:

8 Significant Feature Enhancements in Tableau Prep
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