Hi-Fella Insights

101 Tableau Software for Beginners: Function and Features 

Tableau Definitions

As a data visualization tool, Tableau is a software that processes data into a data visualization to help make decisions.

Tableau software is usually used by Business Intelligence and Data Analysts when they want to provide insight from the data they get.

Now if you also want to continue your career as a Business Intelligence or Data Analyst, Tableu Software is a widely used tool that you must know. At least on its features and uses (if your company is not using Tableau software at this time).

Tableau Software Key Features

Highlighted by Simplilearn, Tableau software has 5 functions. They are number functions, string functions, user functions, logical functions, and aggregate functions. 

Number Functions

In Tableau software, users may require the application of mathematical operations. In such situations, the utilization of number functions, which are one of the functions provided by Tableau, proves to be advantageous. 

ABS

The ABS is used to Return the absolute value of the given value. The Syntax of the ABS function is as shown below.

Syntax:

ABS(Numerical Value)

Example:

ABS(-15) = 15

ACOS

The ACOS is used to return the arc cosine value of the given number. The results are often returned in the measures of Radian.

Syntax:

ACOS(Numerical Value)

Example:

ACOS(0.5) = 1.04719

ASIN

The ASIN is used to return the arc sine of a given number. The results are often returned in the measures of Radian.

Syntax:

ASIN(Numerical Value)

Example:

ASIN(0.5) = 0.5235

ATAN

The ATAN is used to return the arc tangent value of a given number. The results are often returned in the measures of Radian.

Syntax:

ATAN(number)

Example:

ATAN(180) = 1.565

ATAN2

The ATAN2 is used to return the arc tangent of two given numbers (x and y). The results are often returned in the measure of radians.

Syntax:

ATAN2(x-coordinate, y-coordinate)

Example:

ATAN2 (5,3) = 0.4

CEILING

The CEILING is used to round up float or double values.

Syntax:

CEILING(Numerical Value)

Example:

CEILING(2.24) = 3

COS

The COS is used to find the COSINE value of a given angle. The result is given in the form of Radians. 

Syntax:

COS(Angle Value)

Example:

COS(PI()/4 = 0.707)

COT

The COT is used to return the COTANGENT Value of the given angle.

Syntax:

COT(Angle Value)

Example:

COT(PI( ) /4) = 1

DEGREES

The DEGREES  is used to find out the value of Radians in their Degrees.

Syntax:

DEGREES (Radian Value)

Example:

DEGREES(PI( )/4) = 45.0

DIV

The DIV is used to return the integer part of a division operation, in which the first integer is divided by the second integer.

Syntax:

DIV (First Integer, Second Integer)

Example:

DIV(20,2) = 10

EXP

The EXP is used to find the exponential value of the given number.

Syntax:

EXP(Numerical Value)

Example:

EXP(2) = 7.389

FLOOR

The FLOOR is used to round a number to the nearest integer of equal or lesser value.

Syntax:

FLOOR(Numerical Value)

Example:

FLOOR(2.234) = 2

SQUARE

The SQUARE  is used to find out the SQUARE of the given numerical value.

Syntax:

SQUARE(Numerical Value)

Example:

SQUARE(6) = 36

ZN

The ZN is used for returning the expression if it is not null. Otherwise, it returns zero. Use this function to use zero values in place of null.

Syntax:

ZN(expression)

Example:

ZN(SUM(Sales)) = 23,95,894

String Functions

Used to manipulate the character type data in Tableau software.

LOWER

Used to return the given upper case string in the lower case.

Syntax:

LOWER(string)

Example:

LOWER(TABLEAU) = tableau

UPPER

Used to return the given lowercase string in the uppercase.

Syntax:

UPPER(string)

Example:

UPPER(tableau) = TABLEAU

ASCII

Used to return the ASCII code for the first character in the String.

Syntax:

ASCII(String Value)

Example:

ASCII(‘A’) = 65

CHAR

Used to return the character when an ASCII value is passed.

Syntax:

CHAR(ASCII Value)

Example:

CHAR(65) = ‘A’

CONTAINS

Used to find if a certain substring is present in the String.

Syntax:

CONTAINS(String Value)

Example:

CONTAINS(SIMPLILEARN, LEARN) 

ENDSWITH

Used to return a true if the given String ends with the specified substring.

Syntax:

ENDSWITH(string, substring)

Example:

ENDSWITH(“Simplilearn”, “earn”) = true

FIND

Returns the index position of the substring in a string or null if it is not found. If a start argument is provided, the function disregards any substring occurrences before the specified index position. The first character in the string is considered to be at index 1.

Syntax:

FIND(string, substring, [start])

Example:

FIND(“ABCD”, “CD”) = 2

LEFT

Used to return the left-most number of characters in the String.

Syntax:

LEFT(String, number)

Example:

LEFT(“Simplilearn”, 5) = “Simpli”

Used to return the right-most number of characters in the String.

Syntax:

RIGHT(String, number)

Example:

RIGHT(“Simplilearn”, ) = “learn”

LEN

Implemented to return the length of the given String.

Syntax:

LEN(String Value)

Example:

LEN(“Simplilearn”) = 11

TRIM

Used to return the string with leading and trailing spaces removed.

Syntax:

TRIM(String)

Example:

TRIM(” Simplilearn “) = “Simplilearn”

LTRIM

Used to return the String after removing any leading spaces. 

Syntax:

LTRIM(String)

Example:

LTRIM(“ Simplilearn ”) = “Simplilearn”

MAX

Implemented to return the maximum of a and b. 

Syntax:

MAX(a,b)

Example:

MAX (“abc”,”pqrs”) = “pqrs”

MID

The MID is used to return the String starting at the starting position. The initial character in the string is position 1. If another argument length is included, the returned String includes only that number of characters. 

Syntax:

(MID(string, start, [length])

Example:

MID(“Simplilearn”, 6) = “learn”

REPLACE

Used to search the String for the substring and replace it with the replacement string. 

Syntax:

REPLACE(string, substring, replacement)

Example:

REPLACE(“Java 8”, “8”, “13”) = “Java 13”

RTRIM

Used to return a string with any trailing spaces removed. 

Syntax:

RTRIM(string)

Example:

RTRIM(” Tableau “) = ” Tableau”

SPACE

Used to return a string composed of the specified number of repeated spaces. 

Syntax:

SPACE(Number)

Example:

SPACE() = ” “

SPLIT

Implemented to return a substring from a string, using a delimiter character to break the string into a tokens sequence. 

Syntax:

SPLIT(String, delimiter, token number)

Example:

SPLIT (‘a-b-c-d’, ‘-‘, 4) = ‘c

RETURNSWITH

Used to return true if the String starts with a substring.

Syntax:

STARTSWITH(string, substring)

Example:

STARTSWITH(“Simplilearn”, “Si”) = true

User Functions

The USER function in Tableau handles real-time USER-related details and methods.

USERNAME

Used to return the name of the current user. 

Syntax:

USERNAME( )

Example:

[Manager]=USERNAME( )

ISUSERNAME

Used to return true if the current user’s username matches the specified username or false if it does not match. 

Syntax:

ISUSERNAME(String)

Example:

ISUSERNAME(“Harry”)

ISMEMBEROF

Used to return true if the person currently using Tableau is a group member that matches the given String. 

Syntax:

ISMEMBEROF(String)

Example:

IF ISMEMBEROF(‘domain.lan\Annual_Sales’) THEN “Annual_Sales” ELSE “Other” END

USERDOMAIN

Used to return the current user’s domain when the user is signed on to Tableau Server.

Syntax:

USERDOMAIN()

Example:

[Manager]=USERNAME() AND [Domain]=USERDOMAIN()

FULLNAME

Used to return the full name of the current user. 

Syntax:

FULLNAME( )

Example:

[Manager]=FULLNAME( ) 

ISFULLNAME

Used to return true if the present user’s name gets a match to the specified full name or false if it does not match.

Syntax:

ISFULLNAME(String)

Example:

ISFULLNAME(“Charles”)

Logical Functions

The Logical operations on the Data in Tableau are handled by the Logical Functions.

IF

Implemented to test a series of expressions returning the <then> value for the first true <expr>. 

Syntax:

IF <expr> THEN <then> [ELSEIF <expr2> THEN <then2> statement ] [ELSE <else>] END

ELSE

Used to test a series of expressions returning the <then> value for the first true <expr>. 

Syntax:

IF <expr> THEN <then> ELSE <else> END

ELSEIF

Used to test a series of expressions returning the <then> value for the first true <expr>. The Syntax for the ELSEIF function is shown below.

Syntax:

IF <expr> THEN <then> [ELSEIF <expr2> THEN <then2>…] [ELSE <else>] END

CASE

Used to perform logical tests and return appropriate values. The CASE function evaluates an expression, compares it to a sequence of values, value1, value2, etc., and returns a result. 

Syntax:

CASE <expression> WHEN <value1> THEN <return1> WHEN <value2> THEN <return2> … ELSE <default return> END

AND

Used to perform logical conjunction between two expressions. 

Syntax:

IF <expr1> AND <expr2> THEN <then> END

OR

Used to perform a disjunction operation between two expressions. 

Syntax:

IF <expr1> OR <expr2> THEN <then> END

NOT

Used to find the logical negation of a given expression. 

Syntax:

IF NOT <expr> THEN <then> END

THEN

Used to test a series of expressions returning the <then> value for the first true <expr>. 

Syntax:

IF <expre> THEN <then> [ELSEIF ,expr2> THEN <then2>…] [ELSE <else>] END

WHEN

Used to find the first <value> that matches <expr> and returns the corresponding <return>. 

Syntax:

CASE <expr> WHEN <Value1> THEN <return1> … [ELSE <else>] END

END

Used to test a series of expressions returning the <then> value for the first true <expr>. Must be placed at the end of an expression. 

Syntax:

IF <expr> THEN <then> [ELSEIF <expr2> THEN <then2>…] [ELSE <else>] END

Aggregate Functions

The Mathematical computations in Tableau are handled by Aggregate Functions.

VAR

Used to return all values’ statistical variances in the given expression based on a population sample.

Syntax:

VAR(expression)

VARP

Used to return all values’ statistical variance in the entire population’s given expression.

Syntax:

VARP(expression)

SUM

Implemented to return the sum of all values in the expression. The numeric fields use the SUM function by ignoring the Null values. 

Syntax:

SUM(Expression)

STDEV

Used to return the statistical standard deviation of all values in the given expression based on a population sample. 

Syntax:

STDEV(expression)

STDEVP

Used to return the statistical standard deviation of all values in the given expression based on a biased population.

Syntax:

STDEVP(expression)

PERCENTILE

Used to return the percentile value from the given expression corresponding to the specified number. 

Syntax:

PERCENTILE(expression, number)

MIN

Implemented to return the minimum of an expression across all records. 

Syntax:

MIN(expression)

MEDIAN

Implemented to return the median of an expression across all records. 

Syntax:

MEDIAN(Expression)

MAX

Implemented to return the maximum of an expression across all records.

Syntax:

MAX(EXPRESSION)

COVARP 

Used to return the population covariance of two expressions. 

Syntax:

COVARP(expression 1, expression2)

COUNT

Implemented to return the number of items in a group. Null values are not ignored. 

Syntax:

COUNT(Expression)

COUNTD

Used to return the number of distinct items in a group.

Syntax:

COUNTD(expression)

CORR

Used to return the Pearson correlation coefficient of two expressions. 

Syntax:

CORR(expression a, expression b)

COLLECT

Used to combine the values in the argument field and ignore the Null values. 

Syntax:

COLLECT (spatial)

AVG

Implemented to return the average of all the values in the expression.

Syntax:

AVG(Expression)

ATTR

Used to return the expression’s value if it has a single value for all rows. 

Syntax:

ATTR(expression)