Replace Calculated Field into the Franchise Agreement and eSign it in minutes

Aug 6th, 2022
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How to Replace Calculated Field into the Franchise Agreement

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in this video im going to show you how to use pivot table calculated field and calculated items to automate your reporting and analysis using pivot tables you will also learn why sometimes the calculated item field is grayed out and really what is the difference between the calculated field and calculated item you will learn to add useful fields and items in your pivot table and you will also learn how to add formulas to your calculations such as sum if and and functions so watch till the end because if you havent started using calculated items and fields youre probably missing out on a lot of automation so lets start and create of a pivot table well press and ctrl and a keys so this will select all of the data and click on insert pivot table create a new sheet for the pivot table now what i want for this pivot table is the customer name so im going to bring the customer name to the rows section i also want the calendar month and i want gross and net sales and standard margin whi

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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.
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.
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:
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.
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.
Group Replace is neat little way of catching and fixing potential spelling errors in your data. By choosing one or more group replace options, Tableau Prep groups and renames data values based on certain criteria. The option can be found when clicking the three little More options dots next to a field.
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.
Queries are a better alternative to Calculated fields because they do not store the value in a table.

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