Why Calculations are Useful for Your Tableau Visualizations
Calculations can be a useful tool for your Tableau visualizations. If you have experience using databases, you’re probably aware that in most cases, those databases are designed to hold only as much information as is needed. Often, information that can be derived from the database using calculations isn’t stored.
An example that’s commonly cited is the line total of a sale. Often the sales price and quantity sold are stored, but the total is not because it can be calculated by multiplying the first two.
Take a look at some of the ways that you can use calculations in Tableau.
Calculated fields are fields that you create that don’t already exist in your data source. These calculated fields are created using formulas that are often based on other fields.
For example, this shows a calculated field called Profit Ratio, which uses the formula SUM([Profit]) / SUM([Sales]). After you’ve created this calculated field, you can use it in your views or in other calculations just like any existing field in the data source.