Custom fields in Tableau: Add calculations to tables through custom fields
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In this tutorial, we will show you how you can add calculations to tables through custom fields in Tableau.
Right now, the table we’ve created shows us the number of units sold by the firm in each month of 2016 and 2017. Let’s change this measure. What I would like it to show us is the revenue the company generated during each of these periods.
How can I do that?
Well, it’s fairly easy. Our source data contains information about price and Tableau counted the number of units sold (each row shows us a single car sale, right?). Therefore, if we multiply the “Price” field and the auto-generated “Number of records” field, we would obtain Revenues.
We already know how to create a calculated field.
I’ll name it “Revenue”, and will take advantage of Tableau’s auto-complete suggestions multiplying “Price” and “Number of records”.
We can use the “star” operator to carry out a multiplication. One very useful feature you have probably noticed, is that at the bottom of the screen Tableau tells us whether the calculation we’ve entered is a valid one or not. Right now, my calculation is valid. If I remove a few symbols, Tableau would indicate that the calculation contains errors. This is a good guiding light when we create a calculation.
Right, so this is our “Revenue” field. We can easily substitute the “number of records” data in the table with it. All I have to do is drag the “Revenue field” and position it over the “number of records data”. Tableau replaces the two fields.
An important metric contained in our source data is ‘Gross Profit’.
By definition, ‘Revenue’ minus ‘Cogs’ equals ‘Gross Profit’. Currently, we have ‘revenue’ and ‘gross profit’. Let’s calculate ‘Cogs’ as the difference between the two.
Nice. Let’s order our table in the following way. First, we’ll have Revenue, then Cogs, and finally Gross Profit.
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