We split the data set into the record level data “State Sales” and an aggregated stream “Total Sales”. To get those two numbers, we can conveniently re-use the LOD technique I described last year. In Tableau language these are two different levels of detail, one at the total level and one at the state level. To calculate the percent of total, we need the total sales value across all states in the southern region and the sales value for each of the states. Let’s assume we want to figure out what percentage of total sales in the southern region of our Superstore data each state contributed. While, in theory, you would be able to re-create all of the Table Calculations in Tableau Prep Builder, it can cause significant effort for some of them because of this I will only cover the ones which I would consider reasonable to implement and explain why others are not further down.
In particular with Table Calculations, it can get a bit more difficult quite quickly when you try to do several, more complex, calculations at the same time. It enables you to for example calculate differences from one record to another or the relationship between one value to a total and while you can use this functionality already in Tableau Desktop, you might end up in situations where pre-calculating these values might be beneficial. This makes it possible to “jump out” of the current record, take a birds eye view of the data surrounding this particular record and consider this context for additional information. While “normal” calculations in Tableau Desktop only work on a single record, Table Calculations work across any dimension of a table (rows or columns).
#DIFFERENCE BETWEEN TABLEAU PREP AND TABLEAU DESKTOP HOW TO#
I already described how to mimic LODs in Prep, this is now how to mimic (some) Table Calculations as well. Some useful tools in Tableau Desktop however didn’t quite make it yet to Tableau Prep Builder. Aggregations, Joins, Pivots, etc are all somehow possible in both tools, even though the purpose and outcome of those are somewhat different in each of them. It’s no secret that Tableau Prep Builder and Tableau Desktop share many of the same features.
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