Learn how to add a calculated field in Tableau

I believe for all of us our Tableau Desktop experience started with dragging-dropping pills. It’s really magical when you see these beautiful visualizations appearing just trough a couple of click. Nevertheless, you appreciate the greater potential of Tableau when you start using calculated fields. If you are a former Excel user, you will be glad to find some familiar formulas, but before going deeply into the Tableau formulas review, I propose you to go through 5 ways of adding calculated fields into your view. This is one of the reason I like Tableau, as it proposes multiple sorts of user experience.

 

1. Adding a calculated field through a data pane (1/2)

Actually, there are two ways to add a calculated field through a data pane. Moreover, they are the most commonly used ones.

Right click on Data Pane to add a calculated field

2. Adding a calculated field through a data pane (2/2)

As you can see below, the second way is as simple as the first one. Through a couple of click you can work on your formulas.

Data Pane triangle to add a calculated field

3. Adding a calculated field through Analysis

I will spend more time on all the options proposed by Analysis in my next articles and today just note that you can also pass by Analysis to get access to the calculated field window

Use Tableau menu bar to add a calculated field

4. Adding a calculated field using a measure/dimension pill.

This method is extremely useful when you want to create a calculated field based on a certain dimension/measure

Right Click on Dimension Measure  to create a calculated field

5. Adding a calculated field using a column/row shelf: quick and dirty one 😉

This method can be really useful if you are “playing” with your data and want to get a quick answer: just type on your row/column shelf. It’s that’s easy as it sounds!

Type your formula on the row column shelf

 

Do you know what the most exciting part is? I’m not even sure that my list is exhaustive! If you know another way of adding a calculated field, please share it in your comments!

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