Going beyond Tableau’s built-in Quick Table Calculations can be challenging, and help you progress along the path of the Tableau Jedi. I’ve been sharing these links about table calculations a lot via email, here’s an annotated post of them:
http://www.theinformationlab.co.uk/2011/09/23/blue-things-and-green-things/ – Great intro by Tom Brown.
http://community.tableausoftware.com/message/184716#184716 – Joe Mako’s intro to Table Calculations from Think Data Thursday.
http://www.tableausoftware.com/learn/tutorials/on-demand/table-calculations – Tableau On-Demand training video
http://kb.tableausoftware.com/articles/knowledgebase/table-calculations – Really basic partitioning
http://www.thedatastudio.co.uk/blog/the-data-studio-blog/groundwork-for-custom-table-calculations – Another introduction, by Joe Mako.
http://community.tableausoftware.com/thread/144622 – Think Data Thursday talk on Setting up for Table Calculation Success by yours truly.
http://www.tableausoftware.com/table-calculations – Rebuild the 10 workbooks on this page yourself and you’ll have a decent foundation.
http://www.tableausoftware.com/sites/default/files/pages/table_calcs_in_tableau_6.pdf – A good introduction to what’s happening underneath the surface of table calculations.
http://onlinehelp.tableausoftware.com/current/pro/online/en-us/calculations_tablecalculations.html – RTM? Why not? This material is almost entirely covered by the above links, and at the same time learning table calculations is kind of like understanding the theory of relativity, or the narrative of Infinite Jest – continued study is rewarding.
http://www.clearlyandsimply.com/clearly_and_simply/2011/01/another-look-at-site-catchment-analysis-with-tableau-6-part-3.html – Richard Leeke’s awesome tutorial on tuning table calculation performance. (The part about ,IIF(FIRST()==0,LAST(),0) is no longer needed as of Tableau version 8 and beyond [Added 2013-09-24]).
http://community.tableausoftware.com/message/139603#139603 – Still the post on order of filter application, by Joe Mako.
http://drawingwithnumbers.artisart.org/customizing-grand-totals-part-2 – A contribution by yours truly about aggregations, table calculations and grand totals.
http://drawingwithnumbers.artisart.org/the-next-n-table-calculation/ – A sequel to the top 10 table calculations with a number of other useful examples. [Added 2013-09-24]
http://redheadedstepdata.io/nested-table-calc-anatomy/ – great review of how to put together more advanced table calcs
http://drawingwithnumbers.artisart.org/at-the-level-unlocking-the-mystery-part-1-ordinal-calcs/ – At the Level for ordinal calcs
In these links, look for the posts by Ross Bunker, a Tableau developer responsible for a lot of what we use in table calculations:
http://community.tableausoftware.com/thread/108290 – A long thread from late 2010 on table calculations, though not all of it is applicable now, the discussion goes in many interesting directions.
http://community.tableausoftware.com/thread/117817 – A great thread on understanding “At the level” and “Restarting every”
http://community.tableausoftware.com/thread/119179 – more on partitioning and “At the level”
Have any suggestions? Add them in the comments!