How to use the Tableau Calculated Fields Cheat Sheet
- 1. Search or filterType a function name or pick a category like Date or LOD.
- 2. Copy what you needCopy the shown items to paste into your notes.
- 3. DownloadSave the sheet, or your filtered part of it, as a text file.
How Tableau calculations are organised
A calculated field is a formula you add to a data source. Tableau functions fall into a few families: logical (IF, CASE, IIF), string, date, number, aggregate, type conversion, level of detail (LOD) expressions, and table calculations. The cheat sheet groups them the same way so you can filter by family.
Remember the golden rule: one formula cannot mix aggregated and row-level values. [Sales] / SUM([Sales]) fails, while SUM([Sales]) / TOTAL(SUM([Sales])) works because both sides are aggregated.
LOD expressions and table calcs in plain words
- FIXED calculates at the dimensions you name, ignoring the view.
{ FIXED [Customer ID] : MIN([Order Date]) }gives each customer's first order date, the base of every cohort analysis. - INCLUDE adds a finer dimension, then rolls back up, such as average sales per customer by region.
- EXCLUDE removes a dimension, such as a regional total shown beside each state.
- Table calculations like RUNNING_SUM, LOOKUP and RANK run on the marks already in the view. Their result depends on Compute Using.
Order of operations matters: FIXED runs before dimension filters, while INCLUDE and EXCLUDE run after them. Make a filter a context filter if you want FIXED to respect it. The sheet is a quick reference written by Uncodemy, not official Tableau documentation; check the Tableau help pages for edge cases. Moving from SQL? The SQL window functions playground shows the same ideas as RANK and running totals.
Frequently asked questions
Is this the full Tableau function list?
No. It covers the functions analysts use most often. Tableau's own reference lists every function, including spatial and pass-through ones.
Why does my LOD ignore a filter?
FIXED is computed before normal dimension filters. Right-click the filter and choose Add to Context so FIXED respects it.
Is the Tableau Calculated Fields Cheat Sheet free?
Yes, the Tableau Calculated Fields Cheat Sheet is free. The first time you download the sheet, you are asked for your name and WhatsApp number once. After that, this and every other Uncodemy tool opens straight away without the form.