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  • Right.

  • So, we are ready to go back to Tableau and perform a few additional operations with the

  • table we created earlier.

  • Right now, it shows us the number of units sold by the firm in each month of 2016 and

  • 2017.

  • Let’s change this measure.

  • What I would like it to show us is the revenue the company generated during each of these

  • periods.

  • How can I do that?

  • Well, it’s fairly easy.

  • Our source data contains information about price and Tableau counted the number of units

  • sold (each row shows us a single car sale, right?).

  • Therefore, if we multiply thePricefield and the auto-generatedNumber of

  • recordsfield, we would obtain Revenues.

  • Do you agree?

  • Ok.

  • Good Let’s do that.

  • We already know how to create a calculated field.

  • I’ll name itRevenue”, and will take advantage of Tableau’s auto-complete suggestions

  • multiplyingPriceandNumber of records”.

  • See?

  • As we said in our previous lesson, we can use thestaroperator to carry out a

  • multiplication.

  • One very useful feature you have probably noticed, is that at the bottom of the screen

  • Tableau tells us whether the calculation weve entered is a valid one or not.

  • Right now, my calculation is valid.

  • If I remove a few symbols, Tableau would indicate that the calculation contains errors.

  • This is a good guiding light when we create a calculation.

  • Right, so this is ourRevenuefield.

  • We can easily substitute thenumber of recordsdata in the table with it.

  • All I have to do is drag theRevenue fieldand position it over thenumber of records

  • data”.

  • Tableau replaces the two fields.

  • Perfect.

  • An important metric contained in our source data isGross Profit’.

  • By definition, ‘RevenueminusCogsequalsGross Profit’.

  • Currently, we haverevenueandgross profit’.

  • Let’s calculateCogsas the difference between the two.

  • That’s easy to do.

  • All we have to do is use the minus operator.

  • Nice.

  • Let’s order our table in the following way.

  • First, well have Revenue, then Cogs, and finally Gross Profit.

  • I can do that by dragging and dropping the three fields within the table.

  • Please note that their values appear in themeasure valuescard on the left side

  • of the workspace area.

  • We can change their order either from here or directly inside the table.

  • It’s up to you.

  • One more thing.

  • You have probably noticed themeasure namesfield, which appeared in thecolumns

  • section.

  • This is an auto-generated field Tableau uses in order to form our table and separate the

  • names of different measures.

  • If we were to remove it from the columns section, the table will lose its shape as all three

  • measures will be put together.

  • Let’s press Ctrl and Z and undo this action.

  • Ok.

  • Excellent!

  • In our next lesson, well learn how to add totals and subtotals to our tables in Tableau.

  • This will do for now.

  • Thanks for watching!

Right.

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B1 中級

Tableauのカスタムフィールド。カスタムフィールドを使ってテーブルに計算を追加する (Custom fields in Tableau: Add calculations to tables through custom fields)

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    林宜悉 に公開 2021 年 01 月 14 日
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