Tableau Table Calculations

Tableau Table Calculations are a special type of calculated field. Unlike regular calculated fields, these are based on the data that is currently visualized in a report. This article shows how to create Tableau table calculations, and how to use their properties.

For these Tableau Table calculations demo, we use the Global Super Store Excel Worksheet. Before creating them, let me create a simple report.

Simple Text Label or Crosstab report for Calculations 1

Create Tableau Table Calculations

In Tableau, you can create table calculation in multiple ways, and the first approach is: Right-click on the measure, and select Create -> calculated Fields. The second approach, please navigate to Analysis Tab and select Create Calculated Field… option

Please refer to Tab Report, calculated field and Connecting to the Excel Files in Tableau.

Create a Calculated Field 2

Selecting the Create Calculated Field… option will open the following window. Here, we renamed the default name as Cal. The below statement will find the First records in this data. Here, you can click OK to close this window

Tableau Table Calculations 3

Or you can click Default hyperlink (marked below) to alter the default settings, and it opens the following window.

Tableau Table Calculations Computing using 4

Use this window to change the Calculated field, Levels, etc. I am not a fan of making any modifications using this window. However, you can do it. Let me click Cancel button to close the window, and then click OK button

Tableau Table Calculations 5

Let me drag this first Cal to the Measures shelf in the Tableau design area.

Tableau Table Calculations 6

Edit Tableau Table Calculations

Click the down arrow, and select the Compute using to change the computing options.

Edit Tableau Table Calculations 7

Let us see the list of available options. For this, let me select the Edit Table Calculation option.

Tableau Table Calculations 8

It will open a new window called Edit calculation.

Table Down Calculation

Tableau Table Down Calculations will start calculating from the first row to the end row in a complete table.

Compute using Table Down 9

Pane Down

The Tableau Pane Down Table Calculations will calculate from the first row to the end row in a Pane or group. From the below screenshot, the First is applying for each quarter.

Compute using Pane Down 10

Specific Dimensions

You can use any dimensional column to compute the Tableau Table calculation. Here, it is applying the FIRST function for each year.

Compute using Specific Dimension 11

You can also change the Sort order, and sorting column

Tableau Table Calculations 12

Let me add Segments filed to Columns shelf to explore a few more options. As you can see, it is displaying a few more options.

Tableau Table Calculations 13

Table across

Tableau Table Cross Calculations will apply the first function for each row in a table.

Tableau Table Calculations 14

Table across then down

The Tableau Table across then down Calculations will apply the first function for each row in a table and then go to the next row.

Compute using Table Across then Down 14

Table down then across

It will apply the first function for each row in a column and then go to the next column.

Tableau Table Calculations 16

Pane Down

It will calculate from the first row to the end row in a Pane or group.

Tableau Table Calculations 17

Pane Down then down

It will calculate from the first row to the end row in a Pane or group.

Tableau Table Calculations 18

Tableau Table Calculation Specific Dimension

As we said before, use your own dimension to compute the calculation. Here, it is applying the FIRST function for each quarter.

Tableau Table Calculations 19

The FIRST function calculates for each quarter and segment.

Tableau Table Calculations 20

Here, the FIRST function applies for each year and segment.

Tableau Table Calculations 21