Replace Calculated Field from the Claims Reporting Form and eSign it in minutes

Aug 6th, 2022
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How to Replace Calculated Field from the Claims Reporting Form

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welcome to another tech help video brought to you by accesslearningzone.com i am your instructor richard rost in todays video were going to talk about calculated fields ill show you how to perform calculations in your queries and as a bonus ill show you how to do a form footer total as well todays question comes from harold from las vegas nevada one of my platinum members harold says im trying to figure out the value of my inventory i have the cost of each item and the quantity i have on hand how do i go about calculating the total value of my inventory well harold this is pretty straightforward to do we need to learn how to do a calculated query field and then a form footer total and ill show you them both in this video here i am in my tech help blank database template if youd like to learn how i put this template together you can find a copy of it down below ill put a link but you can do this in any database that you want lets create a table to store our values im going to

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Conveniently, Tableau has an option called Replace References that allows you to swap one field out for another all in one shot. In this example, I demonstrate what happens when the data source changes. You could also apply this method when you simply want to swap out all existences of one field for another.
Queries are a better alternative to Calculated fields because they do not store the value in a table.
Under Parameters, right-click the parameter and select Show Parameter Control. From the Data pane, drag the calculated fields you created to the Columns and Rows shelves. From the Data pane, drag a measure to the view. In this example, Sales is placed on Label on the Marks card.
To add a reference line: Drag Reference Line from the Analytics pane into the view. The Line option is already selected at the top of the dialog box. Select a continuous field from the Value field to use as the basis for your reference line. Select an aggregation. Select how you want to label the line:
No, this is not possible in calculated field. In custom sql query you can use group by based on your data source.
Right click on any dimension, measure or parameter in the Data pane and you will see the Replace References option. This will allow you to select a field that will replace any reference to the chosen column across your work.
Go to the sheet tab and select Data Replace Data Source. Note: You must have at least one field in the view to make the Replace Data Source option available. In the Replace Data Source dialog box, select the Current data source and the Replacement data source. When finished, click OK.
To edit a calculated field: In the Data pane, right-click the calculated field and select Edit. In the Calculation Editor that opens, you can do the following: Edit the name of the calculated field. Update the formula. Click OK. The view updates to reflect the changes automatically.

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