Replace Calculated Field from the Customer Return Report and eSign it in minutes

Aug 6th, 2022
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How to Replace Calculated Field from the Customer Return Report

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hey baby weeks this is data coach Alex Christensen and welcome to another Alteryx two-minute tools today were going to be talking about the find/replace tool this tool is pretty simple we find a value in a secondary data set based off of a shared value in order to replace it in our primary data source what were really talking about here is this is a lookup function that we see in a lot of other tools lets take a look at our primary data set we have Staton sales but theres a small issue the states names are abbreviated I want to have full names luckily in a secondary data set I have state name and state abbreviation I can use this to look up the full state name based off of the abbreviation note that youll always need some sort of shared value between two data sources in order to use the find/replace tool our target output will have only state and sales and the abbreviation field will be gone lets add the find/replace tool from the join menu to our workflow youll see an F for fi

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Date/Time Select a table. Select Click to Add Calculated Field, and then select a data type. Enter a calculation for the field, and then click OK. In the field heading, type a name for the calculated field and then press Enter.
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.
On the Analyze tab, in the Calculations group, click Fields, Items, Sets, and then click Calculated Field. In the Name box, select the calculated field for which you want to change the formula. In the Formula box, edit the formula. Click Modify.
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.
appears because the data source that is being used is a published data source. The original calculation cannot be edited because it was published with the data source.
To add a Calculated Field using the Report Manager: Open the Report Manager. Select a Report, right-click, and then select Edit Report Properties. Click Calculated Fields.Follow these steps: Click Add. Specify a Name for the Calculated Field. Select the Business Object to associate with the Calculated Field.
In a worksheet in Tableau, select Analysis Create Calculated Field. In the Calculation Editor that opens, give the calculated field a name. In this example, the calculated field is called Profit Ratio.
To replace field references Right-click (control-click on a Mac) the invalid field in the Data pane and then select Replace References. In the Replace References dialog box, select a field from the new data source that corresponds to the invalid field.

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