Advanced | Intro to Calculations


  1. What are the different methods to create a calculated field?
  2. How do you change the default aggregation for a measure?
  3. What is the difference between aggregate and row level calculations? Demonstrate the difference between the following calculated fields
    • SUM( [Profit] ) / SUM( [Sales] )
    • [Profit] / [Sales]
  4. Create a view using a quick table calculation. Create a duplicate of the view and change how the quick table calculation is being computed.
  5. Create a view showing multiple aggregations of the same measure. Compare the MIN, MAX, SUM, and AVG of the same measure on the same view.
  6. In what situations is it not possible to add trend lines or forecasting to a view?
  7. What is ANOVA? How is it determined with Tableau?
  8. Create a calculated field to make the following string to a date: 2014AUG12
  9. Create a calculated field to find the Time to Ship (difference between the Order Date and Ship Date in Superstore)
  10. Create a calculated field to show the Sales for the West Region.
  11. Create three new calculated fields to split the Customer Name field into separate fields for First Name, Middle Name, and Last Name.
  12. Why would a forecast show a horizontal line and how to fix it?

Recommended viewing

  • Introduction to Calculations
  • Statistics Calculations
  • Trend Lines, Residuals, and Forecasting
  • Date Calculations
  • String Calculations
  • Aggregation Granularity and Ratio Calculations
  • Aggregate Calculations

Recommended reading

  • Resolving "Cannot mix aggregate and non-aggregate arguments" Calculation Error
  • Error "Cannot blend secondary data source ... unsupported aggregation"
  • Advanced Analysis
  • Functions, Operators, & Data Types
  • Calculations

Additional Practice

  • Follow along with the videos and complete the companion workbook exercises when available.