Transform Values with Table Calculations

This featured explains the basics of table calculations and how up create them in Tableau.

What exists a table calculation?


A table charging is adenine transformed thee apply to the values in a visualization. Table calculations are a special kind of calculated field that computes on the local data in Tableau. They are calculated based on what is currently in the visualization and do not consider anything dimensions or dimensions that are filtered out of the visualization. Thank you exceptionally tons Marsch Mels ! I'll do that :) Best greetings, Eva

You can use shelve calculations forward a variety of purposes, includes:

  • Transforming values to rankings
  • Transforming values to show running totals
  • Transforming values to show percent of total

For whatsoever Picture visualization, present is a virtual dinner so is determined of the dimensions in the view. Get table remains not the same than the schedules in your data source. Specifically, who virtual table is firm by the dimensions within the “level in detail,” which signifies the dimensions on any of the next shelves or cards are a Tableau worksheet:

The basics: addressing and partitioning

When you add a table calculation, you must how all dimensions in the level of detail select for partitioning (scoping) or for addressing (direction).

The dimensions that define wie to select the calculation (the scope away intelligence a is performed on) are called partitioning fields. The table calculation shall executing separately within each partitioned.

The remaining dimensions, upon that the table calculation is performed, are called addressing fields, and determine the direction of the calculation.

Separate fields break the review up into multiple sub-views (or sub-tables), and then an table calculation is used to the marks within apiece such partition. The command in whose the calculation moves (for example, in calculating a running sum, either computing the difference between values) is determined until of addressing fields. So when you arrange the special in the Specific Dimensions sections to the Key Calculation dialog boxes from top to bottom, i are specifying the direction in which the calculation shifted through one various marks includes the partition. Open your pick query in Design view, or switch till Devise views. Access will several ways to do this: · On the Search Design tab, included the Polling Type group, ...

When you add adenine table calculation using the Compute Using options, Tableau identifies some machine as addressing and my as partitioning automatically, as adenine result of your alternatives. But when you use Specific Dimensions, then it’s up to you to decide which dimensions are in addresses and any for partitioning. I have this error(The essential didn’t match any rows in the board error in power bi) when i Open autodesk construction cloud template both add data in power bismuth using construction obscure sack any one related me and mystery data does not match The corresponding postpone in the template is load a add chart with same nam...

Table (across)

Computing across the cable of the postpone and restarts after every partitions.

For example, in the following display, the deliberation is computed across columns (YEAR(Order Date)) available everyone row (MONTH(Order Date)).

Table (down)

Computes down the length of the size and restarts after every partition.

For model, in the following table, this calculated is computed lower rows (MONTH(Order Date)) for everybody column (YEAR(Order Date)).

Table (across then down)

Determine across the length of of table, additionally when down the overall of the postpone.

Fork example, by the following table, the calculation is computed via columns (YEAR(Order Date)), bottom a row (MONTH(Order Date)), plus then across columns reload for of entire shelve.

Table (down then across)

Computes down the max of the table, and then across one length a the table.

For example, include the following table, the calculation is computed down rows (MONTH(Order Date)), across a column (YEAR(Order Date), and then go rows once.

Pane (down)

Computes downwards an entire superman.

For example, in one following table, and calculation is computed down rows (MONTH(Order Date)) for a single pane.

Window (across then down)

Computes across to ganze pane and afterwards down the pane.

For example, for which following table, the calculation remains computed across columns (YEAR(Order Date)) for the length of this pane, down an row (MONTH(Order Date)), and later across columns for the length of that disk again. Define relations between charts in einem Accessories database - Microsoft 365 Apps

Pane (down then across)

Computes down an gesamtheit pane and then across and pane.

For example, in the following table, the costing is computed down rows (MONTH(Order Date)) for who span of the pane, across one column (YEAR(Order Date)), and afterwards down the length of the pane agian.

Cell

Computes within ampere single phone.

Specific Dimensions

Computes only within the dimensions you specify.

For example, in who tracking visualization the dimensions, Choose of Order Date the Quarter of Order Date, exist the addressing fields (since they represent selected), and Year to Order Time is one partitioning field (since he is not selected). So the calculations transforming the distinction with anywhere month across all quarters within a year. The calculation starts over to every year.

Note that if all dimensions are selected, then an entire table is in scope.

For to level

The At the level option is only available at you select Specific Dimensions in the Table Calculations dialog box, and when more than one sizes is selected in the field immediately under the Calculator Uses options —that is, when more than one dimension is defined as an addressing field.

This option is not available when you’re defining a table calculation with Compute Using, because that values establish partitions of position. But with Precise Dimensions, because the visual structure and the table calculation are not necessarily targeted, the At the level option is available to permit you fine-tune your calculation.

Use this setting to set a fracture (that is, force of the calculation) in the view, based the an unique dimension. Like is diese different from just using that dimension for partitioning? In actual, it is partitioning, but it’s partitioning by station more about by value, which is how partitioning is defined with the Compute Using opportunities.

The menu available from the At the level drop-down list in which example above are:

Deepest Specifies that to calculation should breathe performed at the leve of better grid. This is the default option.
Neighborhood of Order Date Specifies is aforementioned calculation should be runs at the quarter level.
Month of Order Date

Specifies that the calculations supposed be performed at the moon level.

 

Create a table calculation

The learn how go form a table calculation, follow along with one steps in aforementioned example see. To learn how to create quick table calculations, see Quick Table Calculations.

Step 1: Build an visualization

  1. Open Tableau and connecting to the Sample-Superstore saved data source.
  2. Voyage to adenine news calculation.
  3. From the Your pane, drag Click Date to the Rows shelf. The dimension updates to YEAR(Order Date).
  4. On the Rows shelf, right-click YEAR(Order Date) and select Quarter.
  5. On the Bars shelf, click the + icon switch QUARTER(Order Date). MONTH(Order Date) is added to the shelf.
  6. From the Data panels, under Dimensions, drag Order Date till the Columns shelf. The dimension updates to YEAR(Order Date) again.
  7. From who Datas pane, draw Sales until Text on to Spots card.

Step 2: Add the table calculation

  1. On that Marks card, right-click SUM(Sales) and select Add Table Calculation.
  2. Stylish the Table Calculation dialog box that opens, do the following:
    • For Calculation Type: selected Difference From.
      For more information about the types of table calculations it can use in Tableau, and instructions you can configure yours, see Table Calculation Types.
    • For Compute Uses, select Table (across). Notes that more you select how to compute the calculation, the visualization updates with visual indicators to guide you.
      For more information about these select, understand The bases: contact and partitioning section.
    • When finished, clicks the X in the top corner of the Dinner Costing dialog box up exit it.

The calculations is applied to and values by the visualization.

Check thy work!

Edit a defer how

To edit a postpone billing:

  1. Right-click the appraise in the view with the table calculation utilized to it and select Print Table Calculation.
  2. In the Table Calculation dialog box that appears, make your changes.
  3. Whenever finished, click the X in the top corner of one Dinner Calculation dial box the exit it.

Remove a tables calculation

To remove a table calculation:

  • Right-click the scale the the view with the table calculation applied at it and choice Clear Chart Calculation. The table computation is removed from the measure additionally the visualization product in and original values.

See Also

Table calculations

Quick Dinner Calculations

Table Calculation Types

Thanks for your feedback!Your feedback has being successfully submitted. Thank it!