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Learning Tableau 2019

You're reading from   Learning Tableau 2019 Tools for Business Intelligence, data prep, and visual analytics

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Product type Paperback
Published in Mar 2019
Publisher Packt
ISBN-13 9781788839525
Length 504 pages
Edition 3rd Edition
Tools
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Author (1):
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Joshua N. Milligan Joshua N. Milligan
Author Profile Icon Joshua N. Milligan
Joshua N. Milligan
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Table of Contents (18) Chapters Close

Preface 1. Section 1: Tableau Foundations FREE CHAPTER
2. Taking Off with Tableau 3. Working with Data in Tableau 4. Venturing on to Advanced Visualizations 5. Section 2: Leveraging the Full Power of Tableau
6. Starting an Adventure with Calculations 7. Diving Deep with Table Calculations 8. Making Visualizations That Look Great and Work Well 9. Telling a Data Story with Dashboards 10. Digging Deeper - Trends, Clustering, Distributions, and Forecasting 11. Section 3: Data Prep and Structuring
12. Cleaning and Structuring Messy Data 13. Introducing Tableau Prep 14. Section 4: Advanced Techniques and Sharing with Others
15. Advanced Visualizations, Techniques, Tips, and Tricks 16. Sharing Your Data Story 17. Other Books You May Enjoy

Aggregate-level calculations

We've already considered aggregations such as sum, min, and max in Tableau. Often, you'll use fields as simple aggregations in the view. But sometimes, you'll want to use aggregations in more complex calculations.

For example, you might be curious to explore the percentage of the rent that was discounted. There is no such field in the data. It could not really be stored in the source, because the value changes based on the level of detail present in the view (for example, the percent discounted for an individual unit will be different to the percent discounted per floor or per building). Rather, it must be calculated at as an aggregate and recalculated as the level of detail changes.

Let's create a calculation named Discount % with the following code:

SUM([Discount]) / SUM([Rent]) 

This code indicates that the sum of Discount should...

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