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Sebastian Taylor and Pavel Nacev

This course will help you solve and answer common business questions by using Table Calculations in Tableau.

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This course will help you solve and answer common business questions by using Table Calculations in Tableau.

With each scenario requiring a different function, you’ll learn to think on your feet and work with common problems. In total, you’ll work your way through 10 different scenarios and learn to use best practice, conditions, parameters and visual formatting to present these advanced metrics with absolute clarity.

Table Calculations form the perfect next step after Tableau Fundamentals and should be completed before Tableau Level of Detail Calculations.

By the end of the course, you'll be able to:

• Understand what table calculations are what problems they can solve.

• Calculate table calculations to help compare values across a full visual.

• Learn best practice for implementing table calculations.

• Learn how to use table calculations filters to hide data points from visuals.

• Identify why Table Calculations are not ideal for Year over Year calculations.

• Enhance visuals with conditional formulas, parameters and formatting.

This course is perfect for any analyst with a basic working knowledge of Tableau that wants to explore more advanced metrics, visuals and answer common business questions.

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What's inside

Syllabus

Getting Started
This course will help you create advanced metrics and visuals using Table Calculations to answer common business questions.
Full Window Table Calculations
Read more
Advanced Table Calculations
Course Conclusion
Qualified Assessment

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Illustrates best practices for the implementation of Table Calculations, which is standard in professional data analytics
Suitable for analysts seeking to build advanced metrics and visuals, bridging the gap between Tableau Fundamentals and Level of Detail Calculations
Focuses on solving practical business problems using Table Calculations, enhancing the applicability of skills learned
While not sufficient for understanding Year over Year Calculations, it provides a strong foundation for more advanced Tableau concepts
Teaches filters and conditional formulas, which are essential for refining and presenting data in a meaningful way
Provides comprehensive coverage of Table Calculations, ensuring a thorough understanding of their functions and applications

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Advanced Tableau - Table Calculations with these activities:
Review principles of table calculations
Refreshes your understanding of Table Calculations functions to make sure you're prepared for the course.
Browse courses on Table Calculations
Show steps
  • Review the documentation for Table Calculations in Tableau
  • Create a simple Tableau workbook and practice using different Table Calculations functions
Review Table Calculations in Tableau
Refresh your knowledge of Table Calculations in Tableau to ensure a solid foundation for this course.
Browse courses on Table Calculations
Show steps
  • Review the official Tableau documentation on Table Calculations
  • Complete a few practice exercises using Table Calculations
Review Table Calculations Fundamentals
Strengthen your understanding of the basics before diving into advanced topics.
Show steps
  • Read through the Tableau Fundamentals documentation.
  • Complete the interactive Tableau Fundamentals tutorials.
26 other activities
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Review Table Calculations in Tableau
Refreshing your knowledge of previous material helps to solidify the foundational concepts of the course, thereby improving retention.
Browse courses on Table Calculations
Show steps
  • Review the Tableau Fundamentals course materials.
  • Identify 3Tableau Fundamentals table calculations examples
Tableau Fundamentals Review
Establish a strong foundation in Tableau Fundamentals before starting this course to ensure a smoother learning experience.
Show steps
  • Revisit the Tableau Fundamentals course materials or take a refresher course.
  • Refresh your knowledge on data types, data sources, and visual encoding.
  • Practice creating basic visualizations, such as bar charts, line charts, and scatterplots.
Read 'Tableau Your Data!' by Daniel G. Murray
This book provides a comprehensive overview of Table Calculations and other advanced Tableau techniques.
Show steps
  • Read chapters 7-9, which cover Table Calculations
  • Complete the practice exercises at the end of each chapter
Explore Tableau Help Articles on Table Calculations
Supplement your understanding of table calculations by reviewing Tableau's official documentation and learning from examples.
Browse courses on Table Calculations
Show steps
  • Visit the Tableau Help Center and search for 'Table Calculations'.
  • Read through articles and explore examples to understand the different functions and use cases.
  • Identify specific table calculation techniques that can enhance your data analysis.
  • Note down key concepts and best practices for implementing table calculations.
Discuss Table Calculations with other learners
Offers you the chance to discuss Table Calculations with other students and get their perspectives.
Show steps
  • Find a study partner or group who is also taking the course
  • Meet regularly to discuss the course material and work on problems together
Practice Table Calculations
Practice using table calculations in Tableau by working through exercises that cover various scenarios and functions.
Browse courses on Table Calculations
Show steps
  • Download the practice dataset and open Tableau.
  • Apply different table calculation functions to the data, such as RUNNING_SUM, PERCENTILE, and RANK.
  • Create visualizations to display the results of your calculations.
  • Analyze the results and identify patterns or trends.
Create a visualization using table calculations
Helps you apply your Table Calculations skills to a practical problem.
Show steps
  • Choose a dataset that you want to analyze
  • Identify a business question that you want to answer
  • Create a Tableau visualization to answer your question using Table Calculations
Explore the Use of Table Calculations in Tableau
Additional exploration of these concepts through the completion of guided tutorials enhances your understanding.
Browse courses on Table Calculations
Show steps
  • Find and review at least 2 tutorials on Table Calculations in Tableau.
  • Follow the tutorial steps to create real-world scenarios.
Follow the Tableau Table Calculations Tutorial Series
This series of tutorials provides a step-by-step guide to using Table Calculations in Tableau.
Browse courses on Table Calculations
Show steps
  • Watch the videos in the series
  • Follow along with the practice exercises
Solve Table Calculations problems
Provides you with opportunities to practice your Table Calculations skills in a low-stakes environment.
Show steps
  • Find a set of Table Calculations practice problems online or in a book
  • Work through the problems and check your answers against the provided solutions
Scenario-Based Table Calculation Drills
Reinforce your understanding of table calculations by solving a series of scenario-based practice drills.
Browse courses on Table Calculations
Show steps
  • Identify the business question and the appropriate table calculation to use.
  • Implement the table calculation using the correct syntax.
  • Evaluate the results and make any necessary adjustments.
Solve Table Calculation Practice Problems
Practice your Table Calculation skills by solving a variety of problems.
Browse courses on Table Calculations
Show steps
  • Find practice problems online or in Tableau forums
  • Solve the problems using Table Calculations
  • Check your answers against the provided solutions
Follow a tutorial on advanced Table Calculations techniques
Exposes you to more advanced Table Calculations techniques that you can apply to your work.
Show steps
  • Find a tutorial on advanced Table Calculations techniques, such as using LOD expressions or creating custom Table Calculations.
  • Follow the tutorial and complete the exercises
Tableau Table Calculations Workshop
Participate in a hands-on workshop to further develop your table calculation skills and learn from industry experts.
Browse courses on Table Calculations
Show steps
  • Register for the workshop and prepare any necessary materials.
  • Attend the workshop and actively participate in discussions.
  • Apply the techniques learned in the workshop to your own projects.
Compile a List of Table Calculation Resources
Organize and consolidate resources on Table Calculations to aid your learning journey.
Browse courses on Table Calculations
Show steps
  • Search for online resources on Table Calculations
  • Create a document to store the resources
  • Categorize and organize the resources
  • Share the document with other learners
Create a Tableau Dashboard with Table Calculations
Apply your knowledge of table calculations by creating a Tableau dashboard that displays insights and answers business questions using calculated metrics.
Browse courses on Tableau Dashboard
Show steps
  • Gather data relevant to the business questions you want to answer.
  • Design your dashboard layout and choose appropriate visualizations.
  • Apply table calculations to the data to create calculated metrics.
  • Configure filters and interactions to enhance user experience.
  • Present your dashboard to stakeholders or share it online.
Attend a workshop on Table Calculations
Provides you with an opportunity to learn from an expert in Table Calculations and get hands-on practice.
Show steps
  • Find a workshop on Table Calculations that fits your schedule and interests
  • Register for the workshop and attend
Enhance Visuals with Conditional Formulas and Parameters
Practice is essential for improving your ability to enhance visuals effectively.
Browse courses on Table Calculations
Show steps
  • Identify a dataset that you can use to practice.
  • Create a visualization using conditional formulas and parameters.
  • Evaluate your visualization and make improvements as needed.
Mentor a New Tableau User
Deepen your own understanding by helping others learn and apply table calculations.
Browse courses on Peer Support
Show steps
  • Identify a less experienced Tableau user who could benefit from your guidance.
  • Offer regular support and guidance on using table calculations.
Tableau Project: Advanced Table Calculations Dashboard
Apply your table calculation skills to create a comprehensive dashboard that addresses a real-world business problem.
Browse courses on Table Calculations
Show steps
  • Define the business problem and the metrics to be tracked.
  • Design the dashboard layout and select the appropriate visualizations.
  • Implement the table calculations and configure the dashboard interactions.
  • Present and share your dashboard with stakeholders.
Create a Tableau Dashboard Using Table Calculations
Apply your Table Calculation skills by creating a dashboard that answers a business question.
Browse courses on Table Calculations
Show steps
  • Choose a business question to answer
  • Gather the necessary data
  • Create a Tableau dashboard
  • Use Table Calculations to answer the business question
  • Present your dashboard to a peer or instructor
Create a Tableau Dashboard Using Table Calculations
Engaging in the creation of a Tableau dashboard using these techniques deepens your comprehension and develops your skills.
Browse courses on Table Calculations
Show steps
  • Select a business question that you want to answer.
  • Gather the necessary data.
  • Create a Tableau dashboard that includes at least 3 table calculations.
  • Present your dashboard to others and get feedback.
Explore Additional Table Calculation Techniques
Expand your knowledge by learning advanced table calculation techniques.
Show steps
  • Watch online tutorials on advanced table calculations.
  • Attend a webinar or workshop on the topic.
Table Calculations Tutorial
Enhance your understanding of table calculations by creating a step-by-step tutorial that explains their concepts and applications.
Browse courses on Table Calculations
Show steps
  • Choose a specific topic or scenario to cover in your tutorial.
  • Write clear and concise instructions using screenshots and examples.
  • Publish your tutorial on a platform such as Coursera or YouTube.
Attend a Tableau Table Calculations Workshop
Deepen your understanding of Table Calculations by attending a workshop led by an expert.
Browse courses on Table Calculations
Show steps
  • Find a Tableau Table Calculations workshop
  • Register for the workshop
  • Attend the workshop
  • Practice the techniques you learn
Mentor Another Tableau User in Table Calculations
Mentoring others serves as an opportunity to solidify your knowledge of Table Calculations.
Browse courses on Table Calculations
Show steps
  • Create a list of people who might be good candidates to mentor.
  • Learn about the Table Calculations skills of the people on your list.
  • Determine what topics may be good for reinforcing foundational Table Calculation knowledge.
  • Provide feedback and support as your mentee works through simple to complex scenarios.
  • Get feedback from your mentee on how you can improve your mentoring skills.

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