How do you create a calculated field in Tableau?

Creating a calculated field in Tableau is a fundamental step when you want to derive new data from your existing dataset without modifying the source data. The process involves using Tableau’s built-in formula editor to create expressions that can combine or manipulate data from your fields.

The option that involves right-clicking on the data pane and selecting 'Create Calculated Field' is the correct approach. This method allows users to directly access the calculation functionalities available in Tableau. By doing so, a dialog box appears where you can define the calculation, specify the name for the new field, and enter the desired formula, which can include various functions, operators, and existing fields.

The advantages of this method are significant; it keeps the original data intact while allowing you to customize and extend the data’s capabilities through calculations. This practice is central to data analysis within Tableau, enabling users to create metrics such as ratios, aggregates, and conditional statements.