Creating Excel Style Conditional Formatting in Tableau - Tableau in Two Minutes

Тәжірибелік нұсқаулар және стиль

How to Create Excel-style conditional formatting in Tableau. It's a little bit of a pain, but it's the only way you can have two columns colored or with shapes driven by different values.
If you're trying to recreate a report from Excel, this technique is invaluable, since there are few other ways to get measure values to format differently from one another. Also, the fundamentals of this little hack - sneaky calculated fields and dummy fields - can help you get around other Tableau restrictions or idiosyncrasies as you stumble across them. :-)

Пікірлер: 21

  • @augmenautus
    @augmenautus2 жыл бұрын

    This really helped me with a project at work. Thank you!

  • @kyle.smyle.
    @kyle.smyle. Жыл бұрын

    Would not have purchased tableau if I knew it couldn't do such simple tasks as coloring

  • @hikarunakamura4015
    @hikarunakamura40156 жыл бұрын

    Thank you so much!! I really appreciated this tutorial! You're a GREAT TEACHER!!

  • @AshishLimbu
    @AshishLimbu5 жыл бұрын

    thank you for making this video. it immensely helpful

  • @anjankailash6145
    @anjankailash61457 жыл бұрын

    Thank you sir. Please continue.

  • @Data360YP
    @Data360YP4 жыл бұрын

    Great Video mate! I just don't understand why a simple thing should be so complex in Tableau. Even when you do get around it, it does not seem as nice as when you do it in Power BI. Tableau should try to simplify this!

  • @javierpalacios9640
    @javierpalacios96406 жыл бұрын

    Hellow! Thank you for the awesome tip, now that I've done everything you just said, how would you sort the data on a descending scale using the sales field?

  • @effyma2264
    @effyma22645 ай бұрын

    Thanks for the video! the last minute of the video is muted.

  • @michafabich4372
    @michafabich43723 жыл бұрын

    thaks for that! such a pitty that you stopped to record new videos :(

  • @voodoochili12
    @voodoochili125 жыл бұрын

    Great video. Tableau bills itself as an easy to use tool but coming from Cognos and SAP Webi, I have to say it is a pretty unintuitive program

  • @penguinanalytics1984

    @penguinanalytics1984

    5 жыл бұрын

    Thank you - I'm (obviously) a big fan of Tableau, but it is different from other BI and analytics tools. Particularly something like Cognos or SAP (even Excel) because you're a little "further" from the data and it pushes you towards a graphical, rather than tabular format. Once you get the hang of it, it's a much more intuitive way to explore data, but tables and standard formats (at least what we've come to see as standard) are harder to get at.

  • @DrKvicboss
    @DrKvicboss3 жыл бұрын

    Amazing :O

  • @dipayanbanerjee2267
    @dipayanbanerjee22675 жыл бұрын

    The video solves the problem of conditional formatting. Though I have 2 questions. How do you colour the values under profit as just black without any legends. and secondly if I dill color in the header section the below portion also gets formated with the colours. How do you solve this problem??

  • @Data360YP

    @Data360YP

    4 жыл бұрын

    switch to Power BI is a quick solution :) I like Tableau but there is some things that make my life difficult that i don't have with Power Bi

  • @mafifafm
    @mafifafm2 жыл бұрын

    Hi, this is great video btw. But how to sort the data using the fields that attached in the Marks shelf? when i sort the data using the axes, it's not really sorted, because it's sorting average of 1.0

  • @kaylatigges21
    @kaylatigges214 жыл бұрын

    Does anyone know how to sort by a solo column with this type of a graph? Lets say if i only want to sort by profit instead of region and profit?

  • @davidcantor2858
    @davidcantor28584 жыл бұрын

    Will this work for rows instead of the columns?

  • @penguinanalytics1984

    @penguinanalytics1984

    4 жыл бұрын

    I've never tried it, but I don't see why not - the theory is the same. :)

  • @chuka2005
    @chuka20055 жыл бұрын

    Seems quite complex. Is there really no other simpler way of doing this? In excel it takes 3 seconds, so I hope that 15 mins isn't the easiest in Tableau? Please lmk if there's a simpler way to do this for single columns in a table that already has say 4 different measures.

  • @penguinanalytics1984

    @penguinanalytics1984

    5 жыл бұрын

    They've changed a little since this video was made - you can now use the measure values to color each measure individually (ala Excel). Adding symbols still takes this little workaround, though. I think it comes down to philosophy. Tableau wasn't designed for tabular layouts, but for visual analytics - graphing and what have you - and visual analytics is where it's FAR superior to Excel.

  • @gregorpeter
    @gregorpeter2 жыл бұрын

    Tableau in 2 min - took 15

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