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Phase 7 · BI Tools & Dashboards

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Calculated Fields (Tableau)

Part of the Data Analyst Roadmap.

Summary

Tableau's equivalent formula mechanism — creating new fields derived from existing ones, used constantly for custom metrics not present in the raw data.

How to Learn This

  • 1Create a calculated field for a simple ratio metric (e.g. profit margin).
  • 2Practice a calculated field using an IF/CASE-style conditional.
  • 3Compare the syntax and mental model to Power BI's DAX.

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DAX Basics (Power BI)

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More topics in BI Tools & Dashboards

Power BI FundamentalsTableau FundamentalsLooker Studio (Google Data Studio)Connecting BI Tools to Data SourcesDAX Basics (Power BI)Building an Interactive DashboardScheduling Refreshes & Sharing ReportsChoosing the Right BI Tool
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