Mastering Tableau Calculations Workshop - Recording (& Free Office Hour)

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Total Runtime:

5 hours of video, budget an additonal 3-4 hours to work through practice exercises.

Adopting new technology is daunting, especially if you are coming from another platform you already know well. Many people that are learning Tableau have a background in Excel and maybe even SQL so they understand how calculations work but don't know Tableau's syntax yet.

This workshop will bridge that gap. We'll condense months of learning into three, half-days. I'll be sharing all the tips and tricks I've learned from using the product for four years, teaching 1000+ students and working with dozens of companies.

Table of Contents

Topics we will explore include:

  • Math Functions

  • Math Functions Review
  • When to Use the ZN Function
  • How to Create Dynamic, Color-Changing Lavels
  • The ABS Function

  • Aggregation

  • Aggregation Functions Review
  • Profit Ratio
  • Aggregation Levels
  • Custom Title Worksheets

  • Logic Functions

  • Combining Multiple Fields
  • Meeting a Goal
  • Advanced Grouping Tiers

  • String Functions

  • Wildcard Filtering Limitations
  • Using Data to Kill Rats (Regex Exploration)
  • Creating Line Breaks in Calculations
  • Ways to Demonstrate Progress Toward a Goal

  • Date Functions

  • Calculating Differences in Dates
  • Comparing Month to Date to Previous Month to Date
  • Comparing Year to Date to Previous Year to Date
  • Creating a Trimester Field

  • Table Calculations

  • How Table Calculations Work
  • Comparing Time Periods Apples to Apples
  • Highlighting Points in a Line Graph
  • Calculating the Difference from Average
  • Keeping Only Recent Transacations
  • What Does "Specific Dimensions" Mean?

  • LOD Calculations

  • Level of Detail Functions

  • Best Practices

  • Naming Calculated Fields
  • Adding Comments
  • Utilizing Folders
  • Case Sensitivity
  • Line Breaks


  • A Computer

  • A Reliable Internet Connection

  • An External Monitor (to view workbook while working)

  • Tableau Desktop Professional 10.0 or Later


Some experience using Tableau. You should be able to do the following:

  • Connect to a data source.

  • Understand the difference between measures and dimensions.

  • Be able to build calculated fields on your own.

  • Build a basic dashboard.

What will you get?

  • Recording of the virtual instruction.
  • A 160 page digital manual.
  • Data files to revisit concepts.
  • One free office hour to get help on your own calculations.

What people are saying about OneNumber and trainer Eric Parker:

"After spending a couple days working with OneNumber, we are months, no, lightyears ahead of where we would be otherwise." - A OneNumber client to their CEO.

"Eric is one of the best instructors that I have ever had. Everything was paced very well and the content was extremely valuable. Personable, helpful and patient. Willing to explore with us students and excited about using Tableau, like we are!" -A Former Student



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