Build a table in Tableau: The steps needed to create a simple table in Tableau

👉🏻 Download Our Free Data Science Career Guide: https://bit.ly/2POLaN8 👉🏻 Sign up for Our Complete Data Science Training with 57% OFF: https://bit.ly/3iKD0lv In this lesson, we’ll learn how to build a table in Tableau, and add some custom fields. The table we will create is going to be a pretty simple one, providing a monthly and yearly breakdown of a company’s sales. Our original data source contains a column called “Period”. This is where we have both yearly and monthly data. The first four characters designate the year when a sale was made and then the last two contain information about the month when the sale occurred. What I would like to do is split this information into two separate custom fields – “Year” and “Month”. The way to do that is to go to the ‘Analysis’ tab and create a calculated field. Once this dialog box opens, I’ll type the name of the field I am creating, which is “Year”. Then, I’ll use the LEFT function in order to take the four leftmost symbols of the “Period” field. This is where we have the year when the sale occurred. Tableau recognizes we are writing the LEFT function and it helps us with autocomplete suggestions. The LEFT function needs two arguments from us – a String, which in this case is the “Period” field we have in our source sheet. So, I’ll type “Period”, and as I do that Tableau manages to recognize I’m referring to the “Period” field and allows me to select it right away. The second component of the formula is the number of characters we would like to extract. The other field I would like to create is “month”. And in order to do that, I’ll use the RIGHT function. Again, we’ll need to go to ‘Analysis’, and create a calculated field. First, we’ll assign it with a name – “Months”. And then I’ll type in the RIGHT function, following the exact same procedure as before. Excellent. Now we have our second field – “Months”. Let’s add it right next to years in the workspace area. I can do that in two ways. I can either drag the f