Tableau - Do it Yourself Tutorial - Dynamic Calculation - DIY -5-of-50

Tableau - Do it Yourself(DIY) Tutorial - Dynamic Calculation - DIY -5-of-50

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Tableau - Do it Yourself(DIY) Tutorial - Dynamic Calculation - DIY -5-of-50

Use the data connection from the Video-1 of the Tableau DIY series



In this video, we will see how to create a Dynamic Calculation.

1- Open the saved TWB file - Tableau BDCS DIY.

2- Use the data connection from the Video-1 of the Tableau DIY series

3- Goto a new Sheet- DIY - Vid - 5

4- Right Click on the Employee Name from the left side, Create - Set for Employees, having Sales_Amt <2000.

   Please use the the Condition tab to calculate the range for Sales Amt.

5- Similarly create another set for Employees, having Sales_Amt >4000.

6- Now goto the Analysis menu, and then create a calculated field with the name "Employee Sales Band".

Use the following formula:

If [SA<2k] then "Band <2k"

elseif [SA>4k] then "Band >4k"

else "Band 2k to 4k"

end

7- Add the Employee Location from the dimensions to the rows shelf.

8- Add Sales Amount in the column shelf.

9- Drag the newly created calculated field "Employee Sales Band" to Color.

10- Do the following Hands on exercises.





Hands on - DIY #10

1- Add a new sheet.

2- Create a set for Pay Type - for Sales Amount - ranges 0-10k, 10k-20k and over 20k.

3- Create a calculated field for "Pay Type Sales Band".

4- Add Sales Amount in the column shelf

5- Add Channel Type in the rows shelf.

6- Add the newly created calculation  "Pay Type Sales Band" in the color section.