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Formulas in Tableau

Further Formulas in Tableau

If you need to use multiple filters on your data at one time, you may find yourself doubling up on your work and returning to manual methods. Logical functions are incredibly useful for building custom categorizations in Tableau. In this lesson, you’ll learn how to use them to retrieve only the records you need.

Intermediate        10 Lessons        120 Minutes        CPD Credits
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About This Course

If you’re finding it challenging to ask multiple questions of your data, then logical functions will help do this with ease. In this course, you’ll learn about the IF/ELSEIF functionality and how it can build custom categorizations in Tableau.

Across 10 lessons, you’ll explore Tableau’s range of logical, date and cleaning functions, and learn how to apply them to your own dataset.

By the end of this course, you’ll familiarise yourself with how deep you can mine your data and have confidence in doing so.

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Learning Outcomes

  • Use logical functions
  • Change the case of text
  • Deal with null values
  • Convert date data
  • Clean address data


1. Logical Functions in Tableau
2. Using Fixed in Logical Functions
3. AND() and OR() Functions in Tableau
4. CASE() Function
5. Dealing with Null Values
6. Introduction to Tableau Date Functions

Read More

7. More Date Functions in Tableau
8. Searching for Text in Tableau
9. Cleaning Address Data
10. Removing Whitespace from Strings of Text
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