Tips for Learning How to Create Calculations

Applies to: Tableau Cloud, Tableau Desktop, Tableau Server

Now that you know the types of calculations and when to use them, how do you actually know how to create the formula for them? This is where things can get tricky.

There’s no easy way to know exactly how to create the perfect formula; it takes practice and research. However, here are some ways you can start to learn:

Know your question or purpose

If you know the type of data you need, this can help you choose the correct function and format it properly. For example, if you need to show profit for an order, you might create a formula similar to the following: SUM (Sales) - SUM (Cost).

Learn Tableau functions

There are many different functions available in Tableau. Each type serves a different purpose. To learn more, see Functions in Tableau(Link opens in a new window).

Learn how to format calculations

After you’re familiar with the different types of Tableau functions and their purpose, make sure to learn how to format calculations using the proper syntax. To learn more, see Formatting Calculations in Tableau(Link opens in a new window).

Learn from other examples

Learning by example is effective. Try to collect a list of common calculations to use in your everyday analysis. There are several resources available to you:

Still having trouble?

Ask for help on the Tableau Community(Link opens in a new window).

Also in this series:

Understanding Calculations in Tableau(Link opens in a new window)

Types of Calculations in Tableau(Link opens in a new window)

Choosing the Right Calculation Type(Link opens in a new window)

More calculations content:

Get Started with Calculations in Tableau(Link opens in a new window)

Create a Simple Calculated Field(Link opens in a new window)

Back to top
Thanks for your feedback!Your feedback has been successfully submitted. Thank you!