# Table Calculations Tag

## Tableau Deep Dive: Table Calculations – Custom Sorts, Part Three

In the last post of our series on custom sorts in table calculations, we’ll examine one of the most common questions that I get from Tableau Training. In fact, I just had this question last week in Perth, Western Australia by a student named Mayank. Here’s...

## Tableau Deep Dive: Table Calculations – Custom Sorts, Part Two

In part one of this two-parter, I went into a lot of depth on how to use custom sorts within table calculations. I highly recommend reading that article first before continuing with the second part. In this post, we’re going to apply those ideas to illustrate...

## Questions from Tableau Training: How to Use Specific Dimensions in Table Calculations

In a Desktop II: Intermediate course I recently taught, a student asked, “When would I ever need the specific dimensions option with table calculations?” This is a great question! We know that we can utilize the prebuilt options in our table calculation dialog box to...

## Tableau Deep Dive: Table Calculations – Custom Sorts, Part One

(Note: All the charts we build are included at the bottom of this article in a packaged workbook available for you to download.) Table calculations in Tableau can get complicated very quickly. But these extra little features make a big difference, such as computing specific dimensions,...

## Fun with Window Functions in Tableau

Table calculations are one of the hardest functions to understand in Tableau Desktop. A lot of us are guilty of clicking through every single option on the table calculation window until we find something that looks right. There is a lot of great material out...

## How to Create a BCG Growth-Share Matrix in Tableau

While working with a recent client, we tried to answer which product categories their business should keep investing in and which categories are not worth the effort of selling. At this point, I remembered the strategic marketing classes I took during my time at university....

## How to Create Quick Table Calculations in Tableau

Quick table calculations in Tableau are a great way to understand and visualise relationships between measure values. The most frequently used calculation types (running total, difference and percent difference) are core metrics in most financial management reports. What Are Ad Hoc Calculations? Quick table calculations were created to...

## Questions from Tableau Training: Conditional Scope on Tableau Calculations

Here’s a question that came out of a class from one of our other trainers: “Student wants a running sum to restart every time the value drops to zero.” How very interesting – a table calculation with a conditional scope. Let’s tackle this problem. Scope & Direction First, let’s...

## Tableau Deep Dive: Parameters – Table Calculations

At the start of this Deep Dive series, I stated that there were four standard use cases for parameters: filters, bins, reference lines and calculated fields. What about other areas, such as table calculations? Why can’t we use parameters there? The answer is: You can! You just...

## Tableau Deep Dive: LOD – LOD Calculations vs. Table Calculations

At first glance, it could appear as if there is redundancy between level of detail calculations and table calculations. In fact, you might wonder if you could use table calculations to accomplish much of the functionality for LODs. Let’s consider a simple use case for...

## The Tableau Performance Checklist: Local Computations – Table Calculations

Here’s the second item under Local Computations: "Table calculations are powerful, but they can be slow. They are dependent on the local computation engine and can require substantial memory." Let’s get started. Table Calculations Table calculations are computations that use the values in the entire table and can restructure...

## Saving and Customizing Table Calculations in Tableau 9.0

When I build Tableau workbooks, I like to create quick table calculations (such as percent of total) and save those as a calculated field in the Data pane. That way, I don’t have to create that table calculation again if I want to use it...

## Custom Table Calculations Part 2

This is the second post on Table Calculations in Tableau. The first post covered the Groundwork, pill types, a worksheet layout, and the basics of the TOTAL() function. This post will look at what I consider the functions: INDEX(), FIRST(), LAST(), and SIZE(), partitioning vs....

## Groundwork for Custom Table Calculations

Custom Table Calculations is one of the most advanced concepts in Tableau. The main resources Tableau provides can be found at On-Demand Training - Table Calculations (requires sign in) and Top 10 Tableau Table Calculations where you can find a variety of examples and a white paper with additional details....

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