BitWithBite
Tableau Worksheet
📊 Calculated Fields
SCORE___ / 20
NameClassDate
After this worksheet you can
Create calculationsIF/THEN logicString and date functionsAggregate calcs📚 Quick Recap
Welcome to Phase 2 — intermediate Tableau. Calculated fields are one of Tableau's most powerful features: they let you create entirely new fields by writing formulas directly inside Tableau. No more pre-processing in Excel, no SQL views needed. You define the logic, Tableau computes it row-by-row or as an aggregation. This is where good analysts become great ones.
🧠 Section A · Concept Check ● BEGINNER 4 × 1 = 4
1Profit Ratio = :
2Conditional logic uses:
3Join text with:
4DATEDIFF returns:
🧮 Section B · Problem Solving ● INTERMEDIATE 2 + 3×3 = 11
5Calculations end IF blocks with .
6LEFT(name, 3) is a function.
7Write a High/Low sales flag.
8Full name from first + last?
9Days to ship calc?
🚀 Section C · Challenge ● CHALLENGE 5
10Why SUM(Profit)/SUM(Sales), not AVG of row ratios?
💭 Reflection — the most useful thing I learned:
A ___/4 B ___/11 C ___/5 Total ___/20
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✂ answer key — fold or cut before handing out
1-A 2-A 3-A 4-A | 5 END 6 string 7 = IF SUM([Sales]) > 1000 THEN 'High' ELSE 'Low' END 8 = [First] + ' ' + [Last] 9 = DATEDIFF('day', [Order Date], [Ship Date]) | 10 = Ratio of sums is the true overall ratio; row-average is skewed