In my journey in learning Tableau, today I covered Tableau Calculated fields.
Calculated fields
These are user custom fields that you create using formulas to derive new data from your existing dataset.
Think of them as the tableu equivalent of excel formulas, but intergrated into your data model.
Uses of Calculated Fields
- Add new metrics like profit margin, sales per customer etc. Clean or reformat text or dates. Categorize or group data dynamically (eg. "High" vs "Lows") Create boolean logic or flags for filtering segmentation
Syntax
[Profit Margin] = [Profit] / [Sales]
N/B
Once created, calculated fields are reusable, you can drag them into your visualizations just like any other field. You'll find them in the Data pane, often under "Measures" or "Dimensions," depending on their type.
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