Skip main navigation

Create a calculated field

Create a calculated field

In the sample Superstore data, navigate to Sheet 1 and create a field to calculate the discount ratio, using the formula:

  • IF([Sales] !=0, [Discount]/[Sales],0)

The formula checks whether sales equal zero. If they do (i.e. sales do not = 0), it returns the discount ratio (Discount/Sales). If false (i.e. sales = 0), it returns zero.

Which office supplies are heavily discounted?

Which region are they most heavily discounted in?

(Hint: You might need to add Regions, Categories, and Sub-Categories to the columns and rows.)

This article is from the free online

Financial Analysis for Business Decisions: How to Use Tableau and Financial Modelling

Created by
FutureLearn - Learning For Life

Reach your personal and professional goals

Unlock access to hundreds of expert online courses and degrees from top universities and educators to gain accredited qualifications and professional CV-building certificates.

Join over 18 million learners to launch, switch or build upon your career, all at your own pace, across a wide range of topic areas.

Start Learning now