6 Replies Latest reply on Aug 14, 2018 1:53 AM by meenu choudhary

# Help on understanding Calculations

Hi Team,

I am facing issue in implementing the Calculations in Tableau.

I want to understand as compared to Excel how calculations work in Tableau.

I came to know about this forum and saw that this is really a great place to learn and lot of challenges over here.

Can someone help me in understanding the Logical way of how calculations work in Tableau.

I know the logic of what is to be done but not able to write the Calculations for any scenario i need to google it or ask my seniors which seems to be a bad impression.

Can someone guide me on how Dynamic Date Calculations (YTD,PYTD,Dynamic Periods,Monthly,Weekly,Daily,etc), Window Functions, LODs work in Tableau.

I know which functions to be used but not able to align/right proper calculations it properly to achieve the logic.

Thanks,

Raiyan,

• ###### 1. Re: Help on understanding Calculations

Hi Raiyan K

I suggest you can first watch Kirill Eremenko's teaching course in Udemy and when you finish basic courses go to youtube find Andy Briebel.

YT

• ###### 2. Re: Help on understanding Calculations

Good morning

A good place to start is with the Tableau free on-line training at Tableau Training: View Training Courses

Tableau is and excel are fundamentally different - excel operates on an individual cell - you write a formula in a cell and then copy it to other cells -

Tableau is data base orient - using dimensions to categorize data and Measures which contain values - calculations are written using a combination of dimensions and measures - (think like writing your cell based formula in excel AND copying it along and entire column) - the Tableau calculation results in a new measure (or dimension) at a different level (aggregate level for example) in your data set

check out the training - start with some simple calculations and see the affect - then expand to more complex calculation - Calc I and Calc II in the training

Good luck

Jim

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• ###### 3. Re: Help on understanding Calculations

Hi Raiyan,

You can go to the below link and go through all the videos under calculation header. it will take 65 mins , but trust me its worth it.

It will clear your understanding of Tableau Calculation.

• ###### 4. Re: Help on understanding Calculations

Hi Jim,

Thanks a lot for your detailed explanation.

What i do for now is i try to perform calculations in excel and try to write the same logic in Tableau.

However, I have gone through most of the recordings for Calculations but still struggling to write calculated logic for what i want to achieve.

Is there a way to learn step by step calculations and get logical aspects of understanding the calculations.

Thanks,

Raiyan.

• ###### 5. Re: Help on understanding Calculations

Thanks Meenu. I will check out these videos and let you know my thoughts on the same.

• ###### 6. Re: Help on understanding Calculations

HI Raiyan,

For LODs you can refer below link and try to practice all the scenario given

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