afv-library/skills/tableau-next-semantic-model-generate/references/tableau-functions.md

Tableau Functions Reference

Supported Tableau functions for use in calculated field expressions. Functions are case-insensitive (SUM and sum both work).

Field Reference Syntax:

• Table fields (from semanticMeasurements/semanticDimensions): Use qualified syntax [TableName].[FieldName]
• Calculated fields (_clc suffix): Use unqualified syntax [FieldName_clc] (they're model-level)

Aggregation Functions

Function	Description	Example
SUM(expression)	Sum of all values	SUM([Table].[Amount])
AVG(expression)	Average of all values	AVG([Table].[Close_Days])
MIN(expression)	Minimum value	MIN([Table].[Close_Date])
MAX(expression)	Maximum value	MAX([Table].[Amount])
COUNT(expression)	Count of non-null values	COUNT([Table].[Opportunity_Id])
COUNTD(expression)	Count of distinct values	COUNTD([Table].[Account_Id])
MEDIAN(expression)	Median value	MEDIAN([Table].[Amount])
STDEV(expression)	Standard deviation	STDEV([Table].[Amount])
VAR(expression)	Variance	VAR([Table].[Amount])

Note: When your expression already includes aggregation functions (e.g., SUM([Table].[Won]) / SUM([Table].[Total])), use aggregationType: UserAgg when creating the field.

Date Functions

Function	Description	Example
DATEPART(part, date)	Extract part of date	DATEPART('month', [Table].[Close_Date])
DATEDIFF(part, start, end)	Difference between dates	DATEDIFF('day', [Table].[Created_Date], [Table].[Close_Date])
DATEADD(part, increment, date)	Add to date	DATEADD('month', 3, [Table].[Close_Date])
NOW()	Current date and time	NOW()
TODAY()	Current date	TODAY()
YEAR(date)	Year component	YEAR([Close_Date])
MONTH(date)	Month component	MONTH([Close_Date])
DAY(date)	Day component	DAY([Close_Date])
QUARTER(date)	Quarter component	QUARTER([Close_Date])
WEEK(date)	Week component	WEEK([Close_Date])

Date parts: 'year', 'quarter', 'month', 'week', 'day', 'hour', 'minute', 'second'

Important: DATEPART and DATEDIFF return numbers, not dates or strings. When using them in calculated dimensions (for grouping/filtering), wrap the result in STR() to convert to text: STR(DATEPART('year', [Table].[Date])). When using them in measurements (for aggregation), use without STR() and specify appropriate aggregation type.

String Functions

Function	Description	Example
STR(expression)	Convert to string (required for dimensions using DATEPART/DATEDIFF)	STR(DATEPART('year', [Table].[Close_Date]))
LEFT(string, num)	First N characters	LEFT([Name], 5)
RIGHT(string, num)	Last N characters	RIGHT([Name], 3)
MID(string, start, length)	Substring	MID([Name], 2, 5)
UPPER(string)	Uppercase	UPPER([Name])
LOWER(string)	Lowercase	LOWER([Name])
TRIM(string)	Remove whitespace	TRIM([Name])
CONTAINS(string, substring)	Check if contains	CONTAINS([Name], 'Corp')
STARTSWITH(string, substring)	Check if starts with	STARTSWITH([Name], 'Acme')
ENDSWITH(string, substring)	Check if ends with	ENDSWITH([Name], 'Inc')
REPLACE(string, pattern, replacement)	Replace text	REPLACE([Name], 'Corp', 'Corporation')
SPLIT(string, delimiter, token)	Split and extract	SPLIT([Email], '@', 1)
LEN(string)	String length	LEN([Name])

Logical Functions

Function	Description	Example
IF condition THEN value1 ELSE value2 END	Conditional	IF [Amount] > 100000 THEN 'Large' ELSE 'Small' END
IF condition THEN value1 ELSEIF condition2 THEN value2 ELSE value3 END	Multi-condition	IF [Amount] > 100000 THEN 'Large' ELSEIF [Amount] > 50000 THEN 'Medium' ELSE 'Small' END
CASE expression WHEN value1 THEN result1 WHEN value2 THEN result2 ELSE default END	Case statement	CASE [Stage] WHEN 'Closed Won' THEN 1 ELSE 0 END
IFNULL(expression, alt_value)	Replace null	IFNULL([Amount], 0)
ISNULL(expression)	Check if null	ISNULL([Amount])
ZN(expression)	Zero if null	ZN([Amount])
AND	Logical AND	[Amount] > 100000 AND [Stage] = 'Closed Won'
OR	Logical OR	[Stage] = 'Closed Won' OR [Stage] = 'Closed Lost'
NOT	Logical NOT	NOT [Stage] = 'Closed Lost'

Math Functions

Function	Description	Example
ABS(number)	Absolute value	ABS([Amount])
ROUND(number, decimals)	Round to decimals	ROUND([Amount], 2)
CEILING(number)	Round up	CEILING([Amount])
FLOOR(number)	Round down	FLOOR([Amount])
POWER(number, power)	Exponentiation	POWER([Amount], 2)
SQRT(number)	Square root	SQRT([Amount])
EXP(number)	e raised to power	EXP([Rate])
LOG(number)	Natural log	LOG([Amount])
LOG10(number)	Base-10 log	LOG10([Amount])

Comparison Operators

Operator	Description	Example
=	Equal	[Stage] = 'Closed Won'
!= or <>	Not equal	[Stage] != 'Closed Lost'
>	Greater than	[Amount] > 100000
>=	Greater or equal	[Amount] >= 100000
<	Less than	[Amount] < 50000
<=	Less or equal	[Amount] <= 50000

Arithmetic Operators

Operator	Description	Example
+	Addition	[Amount] + [Tax]
-	Subtraction	[Revenue] - [Cost]
*	Multiplication	[Amount] * [Probability]
/	Division	[Won_Count] / [Total_Count]
%	Modulo	[Amount] % 100

Common Patterns

LOD (Level of Detail) Expressions

LOD expressions allow you to compute aggregations at specific dimension levels, independent of other dimensions in the view.

FIXED Syntax:

{ FIXED [Dimension] : Aggregation([Measure]) }

Examples:

Quota per fiscal quarter:

{ FIXED [Fiscal_Quarter] : SUM([Quota]) }

Percent of total:

SUM([Sales]) / { FIXED : SUM([Sales]) }

Average per category:

{ FIXED [Category] : AVG([Amount]) }

Common use cases:

• Quota allocation across time periods
• Percent of total calculations
• Comparing values at different granularities
• Removing dimension influence from calculations

Win Rate

SUM([Won_Count]) / SUM([Total_Count])

Conversion Rate

SUM([Converted_Count]) / SUM([Total_Count])

Weighted Pipeline

SUM([Amount] * [Probability])

Sales Cycle (days)

AVG(DATEDIFF('day', [Created_Date], [Close_Date]))

Deal Size Category

IF [Amount] > 100000 THEN 'Large'
ELSEIF [Amount] > 50000 THEN 'Medium'
ELSE 'Small'
END

Null-Safe Division

IF SUM([Total_Count]) = 0 THEN 0
ELSE SUM([Won_Count]) / SUM([Total_Count])
END

Conditional Aggregation

SUM(IF [Stage] = 'Closed Won' THEN [Amount] ELSE 0 END)

Year-over-Year Growth

(SUM([Current_Year_Amount]) - SUM([Previous_Year_Amount])) / SUM([Previous_Year_Amount])

Function Not Supported?

Common functions that look similar but don't exist in Tableau:

Incorrect	Correct Alternative
SUMIF(condition, field)	SUM(IF condition THEN field ELSE 0 END)
AVERAGEIF(condition, field)	AVG(IF condition THEN field ELSE NULL END)
CONCAT(str1, str2)	str1 + str2
SUBSTRING(string, start, length)	MID(string, start, length)

If you get an "Invalid function" error, check the spelling and compare against this reference. Function names are case-insensitive but must be spelled exactly as shown.