There are four necessary components to the calculation in Tableau:
- Function: Function statements are used to transform the values or members in a field.
For Example: The format of all functions in Tableau such as SUM (expression).
- Fields: Field is dimensions and measures from your data source.
For Example: A field in a calculation is often surrounded by brackets [ ] such as [Sales].
- Operators: Operator is a symbol that denotes an operation between the operands.
For Example: The types of operators you can use in Tableau calculations, as well as the order they are performed in a formula such as +, -, *, /, %, ==, =, >, <, >=, <=, ! =, <>, ^, AND, OR, NOT, ( )
- Literal Expression: Literals expression are represent the constant values “as is” such as “profitable” and “unprofitable”.
For Example: See the below calculation
IF [Profit per Day] > 5000THEN"Highly Profitable" ELSEIF [Profit per Day] <= 0THEN"Unprofitable" ELSE "Profitable" END
The component of the above calculation can be further divided into the following:
- Functions: IF, THEN, ELSEIF, ELSE, and END.
- Field: Profit per Day.
- Operators: > and <=.
- Literal Expression
- String Literals: “Highly Profitable”, “Unprofitable”, and “Profitable”.
- Numeric Literals: 5000, and 0.
Note: Not all calculation needs to contain all the four components.
Here is some important point for literal expression syntax:
- Numeric literals are written as numbers.
Example: 27 or 1.3567
- String literals are written with quotation marks.
- Date literals are written with the # symbol.
Example: # June 8, 2018 #
- Boolean literals are written as either true or false.
Example: “True” or “False”
- Null literals are written as null.
Two more calculations contain by Tableau
- Parameters: Parameter is a placeholder variable that can be inserted into calculations to replace the constant values.
A parameter in a calculation is surrounded by brackets [ ].
For Example: [Profit Bin Size]
- Comments: Comment is defined as the notes about a calculation or its parts, but comments not included in the computation of the calculation.
To enter a comment in a calculation, use two forward slashes //.
SUM ([Sales]) / SUM ([Profit]) // Nick's calculation // to be used for profit ratio // Do not edit