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We are back with another article on Calculated Fields in Tableau! These step-by-step guides are for helping Tableau rookies master the basics of Tableau software. Not just beginners, these articles are suitable for all Tableau enthusiasts who want to explore the multiple cool features available in Tableau’s Calculated Field.

In today’s blog, we are discussing User Functions. User functions can generate filters depending on the data source. It is used to reference the identity, domain and membership of the current user on Tableau Server or Tableau Online. To access the User Functions window, right click on the Measure or Dimension window and select the option ‘’Create Calculated Field’’. Next select the option ‘’User’’ from the function drop-down menu.

Now, let’s examine the different User Functions one by one.

FULLNAME Function

FULLNAME()

The FULLNAME Function is used to return the full name of the current user. The full name is the Tableau Server or Tableau Online name used to sign in. Except for that, the Tableau Desktop user’s local or network full name is used. Example:

ISFULLNAME Function

ISFULLNAME(string)

This function gives back the value ‘’TRUE’’ if the user’s full name matches the specified string and returns ‘’FALSE” if it doesn’t match. Example:

ISMEMBEROF Function

ISMEMBEROF(string)

If the logged-in person currently using Tableau is a member of the group that matches the string then the ISMEMBEROF function gives back ‘’TRUE’’.  It returns ‘’FALSE’’ if the member is not signed in. Example:

ISUSERNAME Function

ISUSERNAME(string)

The ISUSERNAME Function is used to perform a true/false test where it returns ‘’TRUE’’ when the logged-in user’s name matches the string. Example:

USERDOMAIN Function

USERDOMAIN()

Once the user is signed into Tableau Server, the USERDOMAIN function may be used to return his/her domain. It returns the Windows domain when the user is on a domain. If not, then the function returns a null string. Example:

USERNAME Function

USERNAME()

The USERNAME function returns the username of the current tableau desktop user, which is the Tableau Server or Tableau Online username if the user is signed in. In case the user isn’t signed in, the local or network username is shown. Example:

This brings us to a close on user functions. These functions are one of the many amazing features of Tableau Software that offer users high-level of flexibility. They are very useful for developing customized views on Tableau server or Tableau Online, as the functions work like filters that limit what is visible to users depending on their username and domain.

Calculated fields make Tableau dashboards way more functional. In these blogs, we are covering the basics so you understand how to apply the functions. If you are interested to learn more about Tableau, then you must follow DexLab Analytics. We are a leading Tableau training institute in Delhi. Check back for our previous blogs on Tableau’s Calculated Field functions and definitely go through the details of Tableau BI training courses, which are available on our website.

This article has been sourced from: https://www.interworks.com/blog/ccapitula/2015/05/14/tableau-essentials-calculated-fields-user-functions

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In this blog, we introduce Type Conversion Functions. In the earlier blogs of the Comprehensive Tableau Reference Guide blog series, we have covered Logical Functions, Number Functions and Date Functions. These blogs are easy-to-read and particularly helpful for Tableau rookies who want to develop a foundational knowledge about the Calculated Field fundamentals. These step-by-step guides are perfect for Tableau enthusiasts who want to understand how and when to use the various functions available in Tableau’s calculated fields.  

Today, we will explain Type Conversion Functions. This group of functions enables users to change the data type of fields. You can convert the result of an expression to another data type. For example, using the Type Conversion functions, you can convert numbers, like age values, to strings. These functions are useful when the underlying data source needs some groundwork to harness the full potential of your visualization.

These functions are uncomplicated and easy to understand. So, let’s dive right in!

• DATE Function

DATE(expression)

The date function is used to convert a number, string or date expression to a date. Example:

• DATETIME Function

DATETIME(expression)

Datetime function takes the functionality of the Date function mentioned above a step further as it can be used to return a time component. This function is used to get back a datetime from a date, number or string expression. Example:

• FLOAT Function

FLOAT(expression)

The Float function is used to return its argument as a floating point number. Example:

• INT Function

INT(expression)

The INT function is used to convert its argument into an integer. This function truncates result of an expression to the integer closest to zero. Example:

• STR Function

STR(expression)

The STR function is used to convert its argument into string data type. Example:

With the help of these functions, you can convert the result of arguments to different data types. For instance, if you want to make certain that all the values within date fields are date or datetime data types, then Date function and Datetime function comes very handy.

Want to learn about all the amazing features available in Tableau? Follow DexLab Analytics– we are among the leading institutes providing Tableau certification in Delhi. To know more about our Tableau BI training courses, visit our website. Check back for previous blogs where we have covered some essential Calculated Field functions.

This article has been sourced from: https://interworks.com/blog/ccapitula/2015/04/30/tableau-essentials-calculated-fields-type-conversion

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Calculated fields in Tableau are new fields created by a user that are saved in the data store and can be applied for constructing more robust visualizations.

Comprehensive Tableau Reference Guide is a blog series covering the fundamentals of Tableau Software to help you develop a foundational knowledge of the Calculated Field functions. So, if you are a newbie planning to get started with Tableau or if you simply want to explore the popular features in Tableau, then these step-by-step guides are perfect for you.

In this bog, we shall discuss about the Date Functions that you can use after creating a calculated field. In the previous two articles of this blog series, we explored Logical Functions and Number Functions. Now, let’s begin our exploration of Date Functions.

• To open the Calculated Field window, right-click anywhere over the Date window (sidebar) and the menu appears on the screen.

• Select the option ‘’Create Calculated Field”. This brings up the Calculated Field window. If you right-click on a specific dimension or measure to create a calculation, then the formula text region of the Calculated Field displays it.

• Next, select the option ‘’Date’’ from the drop-down menu under ‘’Functions’’. This filters the functions to display only a list of Date Functions.

• The date_part, which is applied in a number of Date Functions, can take the following values:
• Second (0-60)
• Minute (0-59)
• Hour (0-23)
• Day (1-31)
• Weekday (1-7 or use their names, i.e. ‘’Monday’’, etc.)
• Week (1-52)
• DayofYear (1-365)
• Month (1-12 or use their names, i.e. ‘’December’’, etc.)
• Quarter (1-4)
• Year (four-digit representation)

Next, let’s examine the Date Functions one by one:

• DATEADD Function

DATEADD(date_part, interval, date)

The DATEADD function enables a user to specify a part of a date and then increment it. This function alters the date by incrementing the date_part by the number mentioned in the interval. Example:

• DATEDIFF Function

DATEIFF(date_part, date1, date 2, start_of_week)

This function returns the difference between date1 and date2, expressed in units decided by date_part. The parameter start_of_week is optional, and if it is undefined, then the associated data source determines the start of the week.

• DATENAME Function

DATENAME(date_part, date, [start_of_week])

Using this function, the date_part parameter of the date is returned as a string. Here also, the start_of_week parameter isn’t compulsory. Example:

• DATEPARSE Function

DATEPARSE(format, string)

This function works exactly in the opposite manner of DATENAME function. It converts a string into a date or time following the format specified by the user. In case the string and specified format don’t match, then a Null value is returned. Example:

• DATEPART

DATEPART(date_part, date, start_of_week)

This function returns the date_part parameter of the date as an integer. Again, the start_of_week parameter isn’t compulsory. Example:

When the date_part parameter is set as weekday, start_of_date parameter is excluded, as in this case Tableau uses a specific order to apply offsets.

• DATETRUNC

DATERUNC(date_part, date, start_of_week)

This function is used to round off the date to the accuracy specified in the date_part of the function. Example:

The start_of_week is optional, and if excluded, then the data source determines it.

• DAY

DAY(date)

This function is used to return the day of a specific date as an integer. Example:

• ISDATE

ISDATE(string)

This function runs a logical test and is also incorporated within the list of Logical Functions. It tests a string and indicates if a specified data is valid (true) or not (false). Example:

• MAX Function

MAX(expression) or MAX(expr1, expr2)

The MAX function is included in other categories of functions too. This function is used to return the maximum of a singular expression across all records or the maximum between two expressions for each record. Both the arguments need to be of the same type. In case one of the arguments is NULL, it returns a NULL value. Example:

• MIN Function

MIN(expression) or MIN(expr1, expr2)

Similar to the MAX function, MIN function is popularly used as a Number Function, but is also used as a Date Function. This function is used to return the minimum of a singular expression across all records or the minimum between two expressions for each record. Both the arguments need to be of the same type. In case one of the arguments is NULL, it returns a NULL value. Example:

• MONTH

MONTH(date)

This function is used to return the month of a particular date as an integer. Example:

• NOW

NOW()

This function is used to get the current date and time. Example:

• TODAY

TODAY()

This function is used to get the current date. Example:

• YEAR

YEAR(date)

This function is used to return the year of a particular date as an integer. Example:

Want to learn more about Tableau? Follow DexLab Analytics, one of the leading Tableau training institutes in Delhi, to read more blogs covering all the fantastic features in Tableau. Check back for articles covering Logical Functions and Number Functions. If you are looking for Tableau certification courses in Delhi, check DexLab’s online and classroom tableau training courses.

This article has been sourced from: https://interworks.com/blog/ccapitula/2015/04/15/tableau-essentials-calculated-fields-date-functions

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