Tableau / Intermediate: calculation and interaction scope

Tableau β€” Intermediate: calculation and interaction scope

Develop row/aggregate, LOD, table-calculation, calendar, input and dashboard contracts.

6 lessons Β· No account required

What you will learn

  • Separate row expressions from view-level aggregate expressions.
  • Review non-color, keyboard and device journeys.

  1. Row/aggregate calculations and null policy

    Choose calculation grain before writing formulas, and distinguish ratios of totals from aggregates of row ratios.

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  2. LOD, FIXED, INCLUDE, EXCLUDE and scope

    Define calculation detail independently or relative to view detail and explain how filter stages affect the resulting population.

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  3. Table calculations, addressing and partitioning

    Define the virtual table, direction and restart boundaries behind running totals, differences and percent-of-total calculations.

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  4. Dates, period grain and calendar policy

    Keep date parts, truncated date values and business-calendar rules distinct when building trends and comparisons.

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  5. Parameters, sets and controlled scenarios

    Use typed workbook inputs and membership sets deliberately, distinguishing a parameter value from an actual filter or authorization rule.

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  6. Dashboard actions, navigation and accessibility

    Design source-to-target interactions whose selected population, clearing behavior and reading order remain explicit.

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