IMPORTANT PAGES FROM THE TABLEAU PDF

 References – pg. 1152 – pg. 1398

This section contains reference information for using Tableau. Learn how to use functions
and operators when writing calculation formulas. Also, see tips and tricks that can help you
become more efficient with the product.

1. Connector Examples
Follow the link for information on how to connect to your specific data source. Connectors are listed
in the order that they appear on the Connect pane.

2. Functions, Operators, & Data Types

This section explains how to use and combine the various data types supported by Tableau. In
addition, this section discusses how to format and use the building blocks of formulas in Tableau.
These parts include literal expressions, functions, and operators. All of these features are important
to understand when you create custom fields such as calculations.

3. Functions like String, Date, Logical etc.

The calculation functions are grouped into categories. These are the same categories used in the
calculation editor.

4. Aggregate Functions like Avg., Attr,, Count, CountD etc.

5. Pass-Through Functions (RAWSQL)

These RAWSQL pass-through functions can be used to send SQL expressions directly to the
database, without first being interpreted by Tableau. If you have custom database functions that
Tableau doesn’t know about, you can use these pass-through functions to call these custom
functions.
Your database usually will not understand the field names that are shown in Tableau. Because
Tableau does not interpret the SQL expressions you include in the pass-through functions, using the
Tableau field names in your expression may cause errors. You can use a substitution syntax to
insert the correct field name or expression for a Tableau calculation into pass-through SQL.

6. User Functions
Use these user functions to create user filters based on user lists in your data source. For example,
assume you have a view that shows the sales performance for each employee. When you publish
that view, you may want to only allow employees to see their own sales numbers.
You can use the function CURRENTUSER to create a field that returns True if the username of the
person signed in to the server is the same as the employee name in the view. Then when you filter
the view using this calculated field, only the data for the user who is currently signed in is shown.

7. Table Calculation Functions

Use table calculation functions to customize table calculations. Table Calculations are computations
that are applied to the values in the entire table and are often dependent on the table structure itself.

8. Operators
To create calculated fields and formulas, you need to understand the operators supported by
Tableau. This section discusses the basic operators that are available and the order (precedence) of
operations.
  Quick Start using Tableau Server – pg 1585 – pg. 1588.
Tableau Server is an online solution for sharing, distributing, and collaborating on content
created in Tableau. You can create views in Tableau Desktop and then publish them to Tableau
Server.

 Upgrade Tableau Desktop – pg. 1588

This section includes information on upgrading from a previous or a beta version, and on how to turn
the product update feature off or on.

1. Upgrade from a Previous or Beta Version

2. Turn off product updates

3. Managing Queries
Queries are automatically generated every time you add a field to a shelf and interact with the view.
Tableau offers several ways you can manage these queries once they are sent to the underlying
data.

 Build and Use Maps- pg. 652- pg. 669

Authoring maps in Tableau is as easy as dragging and dropping a field onto the view. Whether
you're plotting disease outbreaks, tracking bird migrations, or analyzing public transportation usage,
you can put your data on a map in Tableau. All you need is some location data. Here are some
resources to help you bring that data into Tableau and plot it on a map view.

 Aggregations- pg. 317- pg. 321

Sometimes it is useful to look at numerical data in an aggregated form such as a summation or an
average. The mathematical functions that produce aggregated data are called aggregation functions.
Aggregation functions perform a calculation on a set of values and return a single value. This gives a
detailed description of the below:
  Percentage Options- pg.- 861- pg. 865
Computing a percentage involves specifying a total on which the percentage is based. In
Tableau, the default percentage calculation is based on the entire table. However, you can change
the default by selecting a different percentage option from the Analysis > Percentage of menu.