Replace Calculated Field into the Investment Plan and eSign it in minutes

Aug 6th, 2022
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How to Replace Calculated Field into the Investment Plan

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in previous videos Ive shown you how to create a calculated field in a pivot table and this pivot table has two of them well see in this video how to modify or change a calculated field and also how to remove one the first calculator field that we have is a very simple one it just takes the total and multiplies it by 3% to get a bonus for each product that a representative sold the other one is a little more complicated it has an if so if they sold more than a hundred units and thats in this column then theyd get that total amount by 3% otherwise they get zero these are just on the worksheet for reference we cant refer to these cells from within the calculated field Im going to change this rep bonus 1 so Ill click in there and go up to the analyze tab Fields items and sets go into calculated field and when I come in its trying to create a new field for me so its got a name and a formula ready to go but I want an existing one so Ill click here and find the rep bonus and there

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Found the answer when you first create the Pivot table and it is asking you where to put it, notice a box at the bottom called Add this data to data model. If it is checked then seem Group by and Calculated fields go away. I unchecked it and all started working again. This works and its easy.
The REPLACE function in tableau replaces all instances of a substring with a string specified in the calculated field. If the substring is not found, the string does not change as specified.
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.
Calculated fields are also known as virtual fields. The field value is not stored in the database - it is calculated at runtime based on values of other fields in the data row.
Limits of data source calculated fields Calculated fields in data sources have the following limitations: You cant use a data source calculated field with blended data. You must have edit rights to the data source to create or edit calculated fields there.
A calculated field is a formula that performs some action on one or more other fields in your data source. Calculated fields can perform arithmetic and math, manipulate text, date, and geographic information, and use branching logic to evaluate your data and return different results.
Queries are a better alternative to Calculated fields because they do not store the value in a table.
For example, the calculated field formula =Sales * 1.2 multiplies the sum of the sales for each type and region by 1.2; it does not multiply each individual sale by 1.2 and then sum the multiplied amounts.

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