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Advanced Analysis > Calculations


To extract meaningful results from your data, it is sometimes necessary to modify the fields that Tableau extracts from your data source. Tableau provides a calculation editor for customizing and creating fields, and also supports ad-hoc calculations that you create on shelves as you work in a view.

You can create a new calculated field called Profit that is the difference between the Sales and Cost fields. You could then apply an aggregation (like a summation) to this new field in order to view total profit over time. You could then display the numbers as percentages and turn on grand totals to see how these percentages vary from category to category. Finally, you could bin the new field and display the data as a histogram.

You can use all of the following calculations if you are using a relational data source, however, multidimensional data sources do not support aggregations and binned data.

Calculated Fields

Table Calculations

Level of Detail Expressions