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Advanced Calculations in tableau - اتقان الحسابات في تابلو
Rating: 5.0 out of 5(1 rating)
3 students

Advanced Calculations in tableau - اتقان الحسابات في تابلو

Diffrent types of calculations in tableau - انواع الحسابات المختلفه في تابلو
Created byMohamed Ibrahim
Last updated 1/2024
Arabic

What you'll learn

  • understand and know how to use advanced calculations in Tableau
  • Tableau Advance Calculations
  • Understanding the different levels of details
  • fully understand Level of detail expressions in Tableau
  • Performing calculations in Tableau that are at a different level of detail than the view
  • generate valuable insights for yourself and your company
  • made a big step towards becoming a formula expert in Tableau
  • Understanding and leveraging Table Calculations

Course content

3 sections • 25 lectures • 2h 55m total length
  • Introduction6:21
  • Data Types in tableau – انواع البيانات في تابلو5:55

    Identify different data types in Tableau and their appropriate uses in calculations.

    • Text

    • Date Values

    • Date & Time Values

    • Numerical Values

    • Boolean Values

    • Image Role

    • Cluster or Mixed Values

  • Operators and Keywords – المشغلات والكلمات الرئيسية4:05

    Apply operators and keywords correctly to create various calculations.

    • AND

    • OR

    • NOT

    • IN

    • = OR ==

    • +

    • 1

    • *

    • ^

    • ( ) 

    • [ ]

    • { }

    • //

  • Row-level calculations – الحسابات علي مستوي الصفوف20:18

    Performing Row-Level Calculations:

    • Determine when and how to use row-level calculations effectively.

    • Concatenate text fields to create new fields with combined information.

    • Utilize the Split() function to separate text fields into multiple parts.

    • Apply the Transform option to split fields or perform custom splits.

    • Incorporate IF conditions for conditional logic within calculations.

    • Extract specific portions of text using the Left() and Len() functions.

  • Aggregate calculations – الحسابات المجمعة7:13

    Mastering Aggregate Calculations:

    • Understand when and how to apply aggregate calculations meaningfully.

    • Calculate sums using the Sum() function.

    • Modify field default properties to control their behavior in calculations.

    • Distinguish between Measure Names and Measure Values for effective aggregation.

    • Grasp the relationship between level of detail and aggregation in Tableau.

  • Date Calculations – حسابات التاريخ9:09

    Create date fields using the date() function.

    Calculate date differences using the datediff() function.

    Construct Gantt charts to visualize project timelines.

  • Using Parameters with calculated fields – استخدام المعلمات في الحسابات3:31

    Create parameters to make calculations more dynamic and adaptable.

    Utilize reference lines to highlight specific values or thresholds.

    Build Boolean calculated fields to generate true/false results.

    Incorporate parameters within calculated fields for added flexibility.

  • Ad hoc calculations - الحسابات المخصصة5:10

    Understand the concept of ad hoc calculations and their application in Tableau.

    Create custom calculations to address specific analytical needs.

Requirements

  • Basic understanding of Tableau
  • This course is not meant for total beginners or Freshers.
  • This course fully focuses on formulas / calculations in Tableau.
  • No prior knowledge of Calculations in tableau is required
  • Tableau Desktop Professional or Tableau Public Desktop
  • Tableau Reader (if you are a Tableau Public user)
  • Pen and paper to take notes
  • You need to be curious and willing to expand your current knowledge base
  • You should like working with formulas

Description

يغطي الكورس أنواع الحسابات المختلفة بما في ذلك الحسابات على مستوى الصفوف والحسابات المجمعة وحسابات مستوى التفاصيل وحسابات الجداول. كما يتعلم الطلاب كيفية استخدام وظائف تابلو المخصصة ووظائف جداول الميتا

Section 1 : Row-Level and Aggregate Calculations

Introduction to Calculations - مقدمة عن الحسابات

Data Types in tableau – انواع البيانات في تابلو

Operators and Keywords – المشغلات والكلمات الرئيسية

Row-level calculations – الحسابات علي مستوي الصفوف

When & how to use row level calculations

Concatenate Text fields

Using Split( ) Function

Using transform option to split

Using transform option to use Custom Split

Using IF Condition

Using Left( ) Function

Using Len( ) Function

Aggregate calculations – الحسابات المجمعة

When & How to use aggregate calculations

Using Sum( ) Function

Change Field default properties

Measure Names & Measures Values

Level of details & Aggregation

Date Calculations – حسابات التاريخ

Using date( ) Function

Using datediff( ) Function

Gantt Chart

Using Parameters with calculated fields – استخدام المعلمات في الحسابات

Create parameters

Using Reference line

Boolean calculated field

Using Parameter in calculated field

Ad hoc calculations - الحسابات المخصصة

Section 2 : Level of details calculations

Introduction to LOD Calculation مقدمة إلى حسابات مستوى التفاصيل -

Distinguish between Deferent level of details

التمييز بين مستويات التفاصيل المختلفة -

When & how to use LOD – مستوي التفاصيل متى وكيف يتم استخدام حسابات

Types of LOD Calculation - انواع حسابات مستوي التفاصيل

Fixed - ثابت

Include متضمن -

Exclude استبعاد -

Fixed Level of Detail Calculation حسابات مستوى التفاصيل الثابتة الجزء الاول -

Fixed Level of Detail Calculation Part 2 حسابات مستوى التفاصيل الثابتة الجزء الثاني -

Include Level of Detail Calculation حسابات مستوى التفاصيل المتضمنة -

Exclude Level of Detail Calculation حسابات مستوى التفاصيل المستبعدة -

Section 3 : Table Calculations

Introduction to Table Calculations مقدمة الي حسابات الجداول -

Over view of table calculations

Tableau's Order of Operations

Quick table calculations – حسابات الجداول السريعة

Running Total

Difference

Percent Difference

Percent of total

Rank

Moving Average

YTD Total

Year over Year Growth

Table calculation concepts مفاهيم حسابات الجداول –

Relative ( Scope and Direction )

Fixed ( Addressing and Partitioning )

Using Index ( ) Function

Meta table functions

Using First ( ) Function

Using Last ( ) Function

Using Size ( ) Function

Lookup & Previous Value Functions

Using Lookup ( ) Function

Using Attr ( ) Function

Using Previous_Value ( ) Function

Running Functions

Custom Calculations

Using Running_Sum ( ) Function

Using Running_Min ( ) Function

Using Running_Max ( ) Function

Using Running_Count ( ) Function

Using Running_Avg ( ) Function

Window Functions

Using Window_Avg ( ) Function

Using Window_Count ( ) Function

Using Window_Max ( ) Function

Using Window_Min ( ) Function

Using Window_Median ( ) Function

Total Function

Using Window_Sum ( ) Function

Using Total ( ) Function

Difference between Total Function and Window Functions

Rank Functions & Other Table Calculation Functions

Using Rank ( ) Function

Using Rank_Dense ( ) Function

Using Rank_Unique ( ) Function

Using Rank_Modified ( ) Function

Table Calculations Examples - امثلة علي حسابات الجداول

Quarter Over Quarter

Dynamic Titles

Table calculation filtering (late filtering) - تصفيه حسابات الجداول

Who this course is for:

  • Tableau users who want to unlock new analytical skills
  • Tableau users who want to better understand the usage of level of detail expressions
  • You are already using Tableau and want to dive deeper into formulas and calculations
  • You like formulas, might have an excel background and want to know what's possible in Tableau
  • You want to take advantage of the data driven opportunity ahead
  • Tableau Developers who want to enhance their knowledge
  • Tableau Enthusiasts who want to push boundaries