Custom fields in Tableau: Using Tableau operators to create custom fields
Key Takeaways
This video demonstrates how to create custom fields in Tableau using various operators and functions, including arithmetic, comparison, and logical operators, as well as text functions and aggregate functions like SUM, AVG, MIN, and MAX.
Full Transcript
we already know how to create custom fields we did it two times in our previous lesson creating the years and months fields in this lesson we'll spend some time describing some of the other ways you can transform your source data and create custom fields remember we shouldn't go too far with these as tableaus main purpose is visualization and not data creation or modeling however sometimes it can be really handy to perform certain manipulations once we've loaded our data into tableau and we need a certain type of analysis okay here we go the typical tableau operators you'll need to remember are plus for addition minus for subtraction star for multiplication forward slash for division and caret for elevation alongside these you'll probably need comparison operators such as equal higher then lower then higher or equal and different than the logical functions available in tableau are like the ones we have in Excel and or and not a lot of the functions and symbols used in Excel can be used when creating a calculated field so for example some of the most commonly used functions are some for some average for average min and Max allowing you to find the minimum and maximum values within a range and abs returning the absolute value of a number and we already saw the text functions left and right they allow us to extract a leftmost and a rightmost number of characters within a string we've specified besides left and right we can also use the typical text functions available in Excel mid providing us characters that are in the middle of a text string upper and lower allowing us to either convert it to all uppercase characters or convert it to all lowercase characters this was a nice recap of the types of operators we can use in order to create custom fields in tableau for more information on this topic we'll add a downloadable file attached to this lesson thanks for watching
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In this lesson, we’ll spend some time describing some of the other ways you can transform your source data and create custom fields. Remember, we shouldn’t go too far with these, as Tableau’s main purpose is visualization, and not data creation or modeling. However, sometimes it can be really handy to perform certain manipulations once we’ve loaded our data into Tableau and we need a certain type of analysis.
The typical Tableau operators you’ll need to remember are:
+ (plus) for addition
- (minus) For subtraction,
*(star) For multiplication,
/ (forward slash) for division,
And ^ (caret) for elevation.
The logical functions available in Tableau are like the ones we have in Excel: AND, OR, and NOT
A lot of the functions and symbols used in Excel can be used when creating a calculated field. So, for example, some of the most commonly used functions are SUM (for sum), AVG (for average), MIN and MAX (allowing you to find the minimum and maximum values within a range), and ABS (returning the absolute value of a number).
And we already saw the text functions LEFT and RIGHT. They allow us to extract a leftmost and a rightmost number of characters within a string we’ve specified.
Besides LEFT and RIGHT, we can also use the typical text functions available in Excel – MID (providing us characters that are in the middle of a text string), UPPER and LOWER (allowing us to either convert it to all uppercase characters or convert it to all lowercase characters).
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