Replace Calculated Field from the Employee Evaluation and eSign it in minutes

Aug 6th, 2022
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How to Replace Calculated Field from the Employee Evaluation

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hi my name is Terry Hansen Im the president and founder of the Hansen University its great to be with you I want to share with you if youre a business owner or a manager or an executive for example and youre looking for some different ways to evaluate and assess the overall performance and level of quality of your employees whether theyre no matter where they are in the business they could be on the on the sales and customer into the business or on the production or technical or installation part of the business doesnt matter where but if youre looking for some effective ways to evaluate what how their performance is going let me give you a suggestion or two thatll make a big difference for you Im taking the liberty to draw a little bit of a grid here I want to walk you through each one of these steps so that you can kind of get a sense for how you might use something like this in your particular business so on the left hand side of the column here what we notice is that these

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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.
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.
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.
Right-click on the field to be replaced and select Replace References: A menu will appear that gives you the option of selecting what field to replace the old field with.
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:
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.
Instead of going to the Analysis menu, right click on the field itself in the Dimension or Measures section and select Delete.
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. Type the expression yourself, or select expression elements, fields, and values to put them into the expression edit field.

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