Wednesday, June 14, 2023

How to do Row Level Calculation in Tableau?

 To perform Row-level calculations in Tableau, you can use calculated fields or table calculations. Both methods allow you to create custom calculations based on individual rows of data in your dataset. Here's a step-by-step guide for each approach:


Calculated Fields:


In Tableau, go to the Data Source tab and select your data source.

Right-click on any blank space in the Dimensions or Measures pane and choose "Create Calculated Field."

Give your calculated field a name and enter the calculation formula. You can reference other fields in your dataset, use mathematical operators, functions, and logical operators to define your calculation.

Click OK to create the calculated field.

Now, you can use the calculated field in your visualization by dragging and dropping it onto the desired shelf (e.g., Rows, Columns, or Marks).

The calculated field will be computed for each row in your dataset, generating a row-level calculation.


Table Calculations:

In Tableau, create a visualization using your desired fields.

Select the field or measure you want to perform the row-level calculation on.

Right-click on the selected field and choose "Add Table Calculation."

In the Table Calculation dialog box, select the desired function for your row-level calculation, such as "Running Total," "Difference," "Percent Difference," or "Rank."

Configure the settings for the table calculation, such as addressing and partitioning. These settings determine how the calculation is applied to the data.

Click OK to apply the table calculation.


Tableau will compute the table calculation for each row in your visualization, providing the row-level calculation based on the chosen function and settings.

By using either calculated fields or table calculations, you can perform row-level calculations in Tableau and incorporate them into your visualizations. These calculations can help you derive insights, compare individual values, or create custom metrics based on specific conditions or requirements.


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