One of the new capabilities of tableau nine is that you can create a custom field by adding a formula to one of the shelves in the program window. Doing so doesn't add the calculation as a field, but it is available temporarily In this movie, I will show you how to build a formula and a field at the same time.
- [Narrator] One of the relatively new capabilities in Tableau is to create a custom field by adding a formula to one of the shelves in the program window. In this movie I will show you how to build a formula and a field at the same time using a very quick technique. My sample file is the shelf workbook, and you can find it in the chapter four folder of your exercise files collection. What I want to do is to create a quick calculation that will allow me to add a value to my current sheet, but that won't take up room within the workbook.
To do that I can make sure that all of my data's in place and then go to the marks card, which is here, and double click, so I'm double clicking just on a blank spot within the marks card. When I do an empty editing area opens up and I can define my calculation. I want to base my calculation on the values in two fields, and they are over here, quantity and price. So I will type a left square bracket, and then I'll start typing quantity, and that field name pops up.
I want to calculate total revenue, so I need to multiply quantity by price, so I'll type an asterisk, and then another left square bracket and price. That's the end of my calculation. I'm multiplying quantity by price, and now as the tool tip says I can apply it by pressing control + enter, and clicking away to finish completing the pill. And there you can see that I have created a new calculation, it is the sum of quantity times price.
And if I drag that pill to the data area, then I see my calculation. The total amount spent on adjustable wrenches was $1100, alarm clocks 39.15, and so on. Note; however, that the calculation I just created is not in the measures area. I only have my original quantity and price. In another movie I showed you how to create a calculated field. Rather than create a calculated field which will stay part of your workbook for as long as you have it, creating a quick calculation on the shelf gives you the data that you need but it doesn't add a field to your data collection.
Author
Curt Frye
Updated
5/10/2017Released
10/13/2016- Managing data sources and visualizations
- Managing Tableau worksheets and workbooks
- Creating custom calculations and fields
- Analyzing data using statistical tools
- Sorting and filtering Tableau data
- Defining groups and sets
- Creating and pivoting crosstabs
- Formatting Tableau visualizations
- Creating basic charts
- Annotating and formatting charts
- Mapping geographic data
- Creating dashboard and actions
Skill Level Intermediate
Duration
Views
Q. This course was updated 5/10/2017. What topics were part of the update?
A. Topics related to version 10.1 and 10.2 were part of the course update.
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Introduction
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Welcome59s
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1. Introducing Tableau
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Downloading Tableau2m 36s
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Installing Tableau drivers2m 15s
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Getting help in Tableau2m 2s
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2. Managing Data Sources and Visualizations
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Connecting to a data source1m 56s
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Joining related data sources3m 27s
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Cleaning up source data2m 37s
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3. Managing Tableau Worksheets and Workbooks
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Saving your changes2m 24s
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Creating a packaged workbook1m 33s
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4. Creating Custom Calculations and Fields
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Creating a calculated field3m 21s
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Adding a table calculation3m 46s
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5. Analyzing Data Using Statistical Tools
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Displaying the Summary Card2m 30s
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Forecasting future values3m 58s
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6. Sorting and Filtering Tableau Data
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Creating a selection filter2m 58s
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Creating a wildcard filter3m 50s
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Creating a condition filter2m 53s
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Creating a top filter2m 46s
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7. Defining Groups and Sets
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Defining a group1m 55s
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Defining a set2m 14s
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Combining sets3m 31s
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Editing and deleting sets1m 37s
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8. Creating and Pivoting Crosstabs
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Creating a crosstab3m 20s
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Unpivoting a crosstab1m 50s
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9. Formatting Tableau Visualizations
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Resizing a visualization3m 39s
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10. Creating Basic Charts
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Creating pie charts3m 45s
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Creating scatter plots3m 19s
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Identifying data clusters3m 54s
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Creating histograms3m 6s
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Creating a treemap3m 26s
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11. Annotating and Formatting Charts
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Adding a text box to a chart2m 25s
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12. Mapping Geographic Data
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Creating a basic map4m 24s
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Setting map options3m 46s
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Defining custom regions3m 57s
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13. Creating Dashboards and Actions
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Creating a dashboard3m 54s
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Defining a filter action2m 40s
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Defining a highlight action3m 44s
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Defining a URL action2m 36s
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14. What's New in Tableau 10.1 and 10.2
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Export data to CSV files1m 20s
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Scale maps dynamically1m 34s
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Conclusion
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Further resources1m 17s
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Video: Creating a calculated field on a shelf