NIKHIL ANALYTICS
Today's topics for discussion are
1. Calculated Fields
2. Time Series Analysis
Calculated Fields - is used to calculate extra fields from given data. Extra fields can be numeric
or character depending upon return from the function.
If the return value from the function is the character it will add to the dimension else it will add
to measures.
Steps to add a new field
1. Load your required data tableau, go to sheet
2. Select the Analysis tab and click on Create Calculated fields
3. In new pop windows, give a name to the field in the first cell
4. given formula to calculate new fields
5. you can use operator (such as +,-,*,/,()) or system defined function
for new calculation.
Examples -
Use "Global Superstore.xlsx", to calculate the discount ratio, based on the below condition
if discount > 0 then discount_ratio=sales/discount
else discount_ratio = 0
Prepare a bar chart to compare the average discount ratio for each sub-category.
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NIKHIL ANALYTICS
Class assignment
1. Calculated Profit_flag, based on the below given condition
if profit > 2000, high
if profit > 0, low
if profit < 0, loss
Create a stack column chart to display total sales for each sub-category and it categorized
each column by profit_flag.
2. Analyze how discounts affect profitability. Calculate Profit relative to discounted sales by the
below formula.
SUM([Profit]) / SUM([Sales] * (1 - [Discount]))
SUM([Profit]) / SUM([Sales] * (1 - [Discount]))
3. Calculate number of days required to complete an order. Find average order days for each
sub-category.
order days = shipping_date - order_date
4. Calculate the percentage growth in sales compared to the previous year.
Formula: (sum([sales])-LOOKUP(sum([sales]),-1)/LOOKUP(sum([sales],-1)
Prepare a chart to track sales performance over time.
5. Calculate the sales from each subcategory and compare which sub-category has the lowest
minimum sales values.
Time Series Analysis
Time Series is used to forecast a numeric value with respect to time. Tableau uses the
Exponential Smoothing method to forecast values.
Here we have to use one date/time variable and a numeric variable
Steps for forecasting
1. Put date/time variable in columns
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NIKHIL ANALYTICS
2. Put a numeric variable in rows
3. Click the drop-down menu of the column variable and select the month year option from the
custom
4. Go to analysis and select forecast.
5. Go to analysis select forecast-> edit forecast and select your desired duration for the forecast
examples -
1. Forecast sales for the next 3 months from given data.
2. Forecast quantity needed for the next 6 months from given data
3. Prepare visualization to show monthly profit trend with moving average, use region for more
granular insights.
4. Prepare a line chart or heat map to detect pick order months across years, identify seasonal
demand fluctuations.
Tableau for Analyst | Nikhil Analytics Training Material |
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