✅ Tableau Calculated Fields

What are Calculated Fields?

Custom formulas you create in Tableau to do calculations beyond default aggregations. Think: Excel formulas inside Tableau.

Why use them?

1. Create new metrics like Profit Margin, YoY Growth

2. Categorize data: High/Medium/Low sales

3. Date math: Days between orders, fiscal periods

4. Conditional logic: IF/THEN/ELSE rules

Basic Syntax

IF [Sales] > 10000 THEN "High" ELSE "Low" END

[Profit] / [Sales] → Profit Ratio

DATEDIFF('day', [Order Date], [Ship Date])

Key Functions

Logical: IF, IIF, CASE

Math: ROUND, ABS, SQRT

Date: YEAR, MONTH, DATEDIFF

String: LEFT, RIGHT, CONTAINS

Pro Tips

1. Calculated fields compute row-level or aggregate depending on formula

2. Use ATTR() to avoid aggregation errors

3. Name fields clearly: Profit Margin % not Calc1

4. Test with a few rows before using in dashboards

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