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The Tableau Workshop
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Ad hoc / Edit in Shelf calculations are the quickest and easiest way to create a new calculated field in Tableau. Ad hoc calculations can be created in the Rows
, Columns
, and Measure Values
shelves, as well as in the Marks cards
.
Simply double-click on the existing field in your shelf of choice, or, alternatively you can use the Edit in Shelf
option in the drop-down list of that field, as shown in the following figure:
Figure 7.10: A screenshot showing how to create an ad hoc calculation
These ad hoc calculations are useful when creating quick, on-the-fly calculations that you may or may not want to save and reuse. You will explore this in the exercise below.
The aim of this exercise is to find out which sub-categories have negative profit and which ones have positive profit. Those with negative profit will...