How to Conditionally Format Text Cell Color in Tableau

The "make #Tableau work like Excel" tip you need! Conditionally changing the background color of text in Excel is very easy but requires a hack in Tableau 10.3. Use my video to learn how to conditionally format the cell background of a text or dimension value in Tableau.
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Пікірлер: 147

  • @AnthonySmoak
    @AnthonySmoak2 жыл бұрын

    Thank you all again for taking this video to 200k views! I remember trying to figure this out many years ago and decided to make a video. I never knew it would be this popular. Thank you all for subscribing, liking and commenting due to this video!

  • @MadMACS73
    @MadMACS735 жыл бұрын

    Thank you! This is EXACTLY what I was looking for. Perfectly explained, and SO powerful.

  • @McRaeJim
    @McRaeJim4 жыл бұрын

    You know Anthony, Tableau formatting is a nightmare. We need a whole series on formatting. How to find a cell, how to find the line or what header attaches to what part of the sheet. It is time consuming to "play around" as lousy Tableau teachers like to say or wade through the internet or You Tube videos. Your tips are some of the best and I always appreciate your efforts and the time you take to explain color format or cell formatting. Please keep it up. What might be obvious for a master like yourself is not to the novice user. Oh and I appreciate your constant mention of the 10% of people being color blind and taking that into consideration. \

  • @AnthonySmoak

    @AnthonySmoak

    4 жыл бұрын

    Your check's in the mail James! Seriously, thank you for taking the time to leave such a positive comment. I'm trying to learn something new everyday and I'm very thankful that people care to watch. Regards from Atlanta!

  • @Jillingit
    @Jillingit4 жыл бұрын

    Thank you for this much needed tip!!

  • @danielstober6249
    @danielstober62495 жыл бұрын

    Well explained and demonstrated. Thanks!

  • @explorewithping5757
    @explorewithping57576 жыл бұрын

    thanks for this tip. really good tip. used it at work.

  • @saragioffre
    @saragioffre Жыл бұрын

    Thank you! This is EXACTLY what I was looking for!!!

  • @josevargas1968
    @josevargas19683 жыл бұрын

    Thanks Anthony. So Useful!

  • @shilpakumari1559
    @shilpakumari15596 жыл бұрын

    Thanks for sharing this .. Really helped

  • @daveab424
    @daveab4244 жыл бұрын

    Awesome! Very helpful. Surprised this still requires so many steps.

  • @brianturner5995
    @brianturner59955 жыл бұрын

    Excellent tips...thanks

  • @arminbettinger2174
    @arminbettinger21744 жыл бұрын

    Thank you so much! That really helped me!

  • @TexasElites
    @TexasElites5 жыл бұрын

    Awesome! Thanks so much for this video.

  • @amangoyal3793
    @amangoyal37933 жыл бұрын

    Can you move these fields that you have formatted to extreme left?

  • @wishurdead444
    @wishurdead4445 жыл бұрын

    This helped a lot! Subscribed!

  • @boboconnell861
    @boboconnell8614 жыл бұрын

    Easiest & most direct discussion of this topic out there!

  • @AnthonySmoak

    @AnthonySmoak

    4 жыл бұрын

    Much appreciated!

  • @hultsmi
    @hultsmi4 жыл бұрын

    You did a fantastic job explaining how to do this. Thank you for taking the time to do so.

  • @AnthonySmoak

    @AnthonySmoak

    4 жыл бұрын

    I appreciate the comment!

  • @syednajeeb6634
    @syednajeeb66346 жыл бұрын

    You're a damn CHAMP . Really helpful

  • @elwyndude
    @elwyndude3 жыл бұрын

    Great stuff, thanks for the clear explanation. I just wish Tableau had the ability to put a color indicator on the left most column, before the dimensions, as a highlight/indicator for the rows "state".

  • @JohnPDX
    @JohnPDX5 жыл бұрын

    Good job explaining now to do this , but this is why I have a love/hate relationship with Tableau. This should be simple. It's not. It's ridiculously convoluted.

  • @funk44

    @funk44

    4 жыл бұрын

    That's tableau for you. Massively overpriced and massively over-engineered. Like SAS and MATLAB something better will come along and it will eventually die (might take another 10+ years though)

  • @murtazaakbarreborn
    @murtazaakbarreborn3 жыл бұрын

    You’re a life savior!

  • @user-qj6ck9yn4y
    @user-qj6ck9yn4y5 ай бұрын

    this is super helpful Anthony. thank you so much haha

  • @nknareshkumar
    @nknareshkumar2 жыл бұрын

    Legend!!! ty

  • @Ivy_1057
    @Ivy_105713 күн бұрын

    Thank you for the lesson! 👏

  • @AnthonySmoak

    @AnthonySmoak

    13 күн бұрын

    Thanks for leaving a comment!

  • @calekanack
    @calekanack Жыл бұрын

    This was absolutely perfect and exactly what I needed. Thanks so much!

  • @AnthonySmoak

    @AnthonySmoak

    Жыл бұрын

    Fantastic, glad my video could help!

  • @marod1971
    @marod19715 жыл бұрын

    It is a fantastic explanation. I am trying to figure out how I can justify to the left in each column.

  • @Esha25ghosh
    @Esha25ghosh3 жыл бұрын

    You are the one of the best tutors! Very well explained. Saved me!

  • @AnthonySmoak

    @AnthonySmoak

    3 жыл бұрын

    You're too kind!

  • @pratikhawle7677
    @pratikhawle76776 жыл бұрын

    exactly wt i was looking for ... thumbs up mann.. (Y)

  • @sitientibus
    @sitientibus6 жыл бұрын

    thanks!

  • @Hiran47
    @Hiran472 жыл бұрын

    Thank you for saving my day! Exactly what I was looking for... 🙏

  • @AnthonySmoak

    @AnthonySmoak

    2 жыл бұрын

    Glad I could help!

  • @komal2286
    @komal22863 жыл бұрын

    Awesome!!!!! Thank You Anthony. This was very helpful..

  • @AnthonySmoak

    @AnthonySmoak

    3 жыл бұрын

    Thank you!

  • @shivani8126
    @shivani81262 жыл бұрын

    This is so so helpful. Thank you!!

  • @AnthonySmoak

    @AnthonySmoak

    2 жыл бұрын

    Thank you!

  • @minnisong6143
    @minnisong61434 жыл бұрын

    You are genius!!!

  • @MsTruepers
    @MsTruepers3 жыл бұрын

    thank you for that trick

  • @ganlian6501
    @ganlian65014 жыл бұрын

    Good and very detail guide line. Good job. Thanks.

  • @AnthonySmoak

    @AnthonySmoak

    4 жыл бұрын

    Thank you Gan!

  • @j.danielzapatap.5940
    @j.danielzapatap.59404 жыл бұрын

    Very useful video and great explanation. Thank you !!

  • @AnthonySmoak

    @AnthonySmoak

    4 жыл бұрын

    Thanks for watching!

  • @thinkngskeptic
    @thinkngskeptic5 жыл бұрын

    Amazing

  • @AnthonySmoak
    @AnthonySmoak4 жыл бұрын

    Thank you all for subscribing and pushing this video over 100k views! I'm glad so many people found it useful.

  • @tarunsachdeva3570

    @tarunsachdeva3570

    4 жыл бұрын

    Hey! please help me i want that a user will enter the threshold % and than it will get the text highlighted below that percentage.. Please please

  • @markhill7496

    @markhill7496

    3 жыл бұрын

    This is what I needed. I just needed to conditionally highlight a column base on the text that it contained. Thank you

  • @azammerza3597

    @azammerza3597

    3 жыл бұрын

    Hello I need some help I need to do this but for a sales vs sales target chart. how would I go about this i tried the formula IF and Elsif but I keep getting a syntax or error or saying the formula is unended

  • @azammerza3597

    @azammerza3597

    3 жыл бұрын

    would the formula be: IF [Sales] > [Sales Target] then "Green" ELSEIF [Sales] END for if you are trying to color code bars where sales is less than or greater than sales target?

  • @Gerberd4936
    @Gerberd49362 жыл бұрын

    Hello - this is a great video and helped me out very much. I do have a question regarding sorting this using a parameter. How would you create not only a parameter to sort but a secondary parameter to sort after your primary sort? Kind of like in excel. Do you have any videos on that?

  • @jiteshkale8716
    @jiteshkale87164 жыл бұрын

    The logic implemented with 1,0 will only work if , no of records is same for rating and symbol, in my case the Blue bar at 2.00 was not of same length, I had to make the sum(0) and Sum(1) as attribute to get it work. I've used sample superstore datasource

  • @CristianEspinosa-rf6qu
    @CristianEspinosa-rf6qu Жыл бұрын

    Thank you very much, you helped me with a job I had been trying to solve for days.

  • @AnthonySmoak

    @AnthonySmoak

    Жыл бұрын

    Fantastic! Thanks for the comment.

  • @jc411911
    @jc4119112 жыл бұрын

    Thanks I used this and it worked great and enhanced my viz!

  • @AnthonySmoak

    @AnthonySmoak

    2 жыл бұрын

    Glad to hear it!

  • @annaspramudita1755
    @annaspramudita17556 жыл бұрын

    nice!!!

  • @CthulhuTheory
    @CthulhuTheory4 жыл бұрын

    This was perfect.

  • @AnthonySmoak

    @AnthonySmoak

    4 жыл бұрын

    Thanks for the perfect comment!

  • @DjBiggs10
    @DjBiggs104 жыл бұрын

    This is amazing. However having an issue of unable to add a row after the new formatted row? It seems to always come before is there a workaround this ?

  • @neetusingla5591
    @neetusingla55913 жыл бұрын

    Very nicely explained Anthony. Can you please resolve one of my issue. My text length is approx 200. So when I am using color coding, it aligns text on center. For small text, its working fine, but if the length is large, then it truncates/Hides the text from both the sides.

  • @bw424
    @bw4242 жыл бұрын

    Thanks for the workaround! I'm surprised this isn't built in to Tableau already.

  • @AnthonySmoak

    @AnthonySmoak

    2 жыл бұрын

    I agree. Thanks for the comment!

  • @NagaRaju-tm8xe
    @NagaRaju-tm8xe2 жыл бұрын

    Thank u , good video

  • @AnthonySmoak

    @AnthonySmoak

    2 жыл бұрын

    Thank you!

  • @user-km7hy8qk4e
    @user-km7hy8qk4e Жыл бұрын

    Thank you for the informative video on conditional formatting. It was a a life saver. I was able to create the visualization using this trick but sone values show up indented to left while others are in the center. How can I fix this issue. Can you please help!

  • @AliciaMarkoe
    @AliciaMarkoe3 жыл бұрын

    You Rock! Thank you 🦋🌷🌼

  • @AnthonySmoak

    @AnthonySmoak

    3 жыл бұрын

    You're too kind!

  • @EASYTIGER10
    @EASYTIGER105 жыл бұрын

    Can you format the entire row (including Company Name etc)?

  • @tweetybrrd
    @tweetybrrd6 жыл бұрын

    Hi Anthony...this is awesome! I got this to work but my users would like to do the font conditionally instead....would that be possible somehow using these workarounds? So for your example, instead of the background of the cell being Red for BUY, it would show BUY in Red font. I'm very new to Tableau...I think I got a variation of this by only using one of the placeholders...but I don't see the ability to have a title now for my column?

  • @sundar1980ify
    @sundar1980ify2 жыл бұрын

    Awesome! Can We set the Color Green & Red directly without changing ?

  • @scottgruenewald7343
    @scottgruenewald73432 жыл бұрын

    Instead of using the square, you can use a bar. Play with the axis and size to fill the whole cell. It looks better if you have longer strings to present.

  • @AnthonySmoak

    @AnthonySmoak

    2 жыл бұрын

    Thanks for the tip.

  • @tsvetomirpetkov
    @tsvetomirpetkov2 жыл бұрын

    I have a question - is it possible to keep on adding other data in Rows without the conditional colors persistently staying last in the table view. Thanks for the video!

  • @PANKAJV09
    @PANKAJV097 ай бұрын

    Great Trick.. Awesome..... @Anthomy One question, how do it shift this colored columns to different column positions.

  • @AnthonySmoak

    @AnthonySmoak

    7 ай бұрын

    Thank you!

  • @IceTexThor
    @IceTexThor2 жыл бұрын

    ...the dual axis column(s) can only be at the end (right-most), right? It would be nice to be able to do this on any column. Has this obvious use case been implemented in later Tableau versions?

  • @hemandave80
    @hemandave802 жыл бұрын

    Thanks Anthony! This is amazing stuff. The only question I have is how to reorder the column with conditional formatting. For example in a 10 column grid if I need to place the conditionally formatted field as 4th column. How do you do that?

  • @AnthonySmoak

    @AnthonySmoak

    2 жыл бұрын

    With this technique, these measure columns have to be applied at the end of all the dimension columns.

  • @wilan3823
    @wilan3823 Жыл бұрын

    Thank you very much. Thanks to this, I achieved something that others said was impossible :) There is only one thing: is it possible to give separate colors to the headers of these columns in a similar way?

  • @AnthonySmoak

    @AnthonySmoak

    Жыл бұрын

    I don't believe so, although I haven't revisited this video in awhile.

  • @ssokol91
    @ssokol918 ай бұрын

    What if the column you want to color is in the middle of your text table? Is there a way to only color code specific columns in a longer list of columns? Tks!

  • @morhaliva
    @morhaliva6 ай бұрын

    Thank you!! I still have a challenge I can’t figure out- can I make it that the conditional formatting comes first at the table? I mean comes before the dimensions I put on Rows

  • @AnthonySmoak

    @AnthonySmoak

    6 ай бұрын

    Unfortunately with this hack, the measures have to be after the dimensions. Thanks for the comment.

  • @bakk2963
    @bakk29632 жыл бұрын

    Thanks a lot!! it worked with me for one column. But when I tried to do a second colored column, some rows are not appearing based on the first column values. Do you have any idea how to fix this?

  • @AnthonySmoak

    @AnthonySmoak

    2 жыл бұрын

    Sorry but It's hard to diagnose via text without knowing your specific dataset.

  • @Karthik6902
    @Karthik69024 ай бұрын

    Hey Anthony Smoak, thanks for the video. I had a query if there is one of the new category is added in the column then how do we prefix the colour in case we know all the distinct possible categories in prior. It would be really helpful.

  • @AnthonySmoak

    @AnthonySmoak

    4 ай бұрын

    Perhaps this video can help kzread.info/dash/bejne/eWSDz7lymbDZlqw.htmlfeature=shared

  • @Karthik6902

    @Karthik6902

    4 ай бұрын

    @@AnthonySmoak Thanks for sharing, this is what I was looking for 😃

  • @ankurbose11
    @ankurbose113 жыл бұрын

    I'm not able to color code my calculated fields using this. Need your help.

  • @xroydacute
    @xroydacute2 жыл бұрын

    Good one! My question is can I make the conditionally formatted table to be the first column?

  • @AnthonySmoak

    @AnthonySmoak

    2 жыл бұрын

    Only if all your columns use the placeholders (1 & 0) technique I show in the video.

  • @karenyanez6130
    @karenyanez61305 жыл бұрын

    I have a table with multiple measures, do I need to follow these instructions to put color to each column or exist another way to do it more easy?

  • @AnthonySmoak

    @AnthonySmoak

    5 жыл бұрын

    This video deals with dimensions. For measures see if this thread helps you: community.tableau.com/thread/107750

  • @ashleyxu2824
    @ashleyxu28242 жыл бұрын

    Hi Anthony, thanks for this wonderful tutorial! Do you have the tutorial how to rate the buy or sell symbol? Thanks!

  • @AnthonySmoak

    @AnthonySmoak

    2 жыл бұрын

    Help me understand what you mean by rate the symbols?

  • @ashleyxu2824

    @ashleyxu2824

    2 жыл бұрын

    @@AnthonySmoak Hi "Symbol" is the Second Column listing "BUY" and "SELL" in the video. Are these automatically updated by using any functions?

  • @AnthonySmoak

    @AnthonySmoak

    2 жыл бұрын

    This are just randomly assigned values. There is no function to determine the ratings.

  • @manojprabhakarselvaraj1903
    @manojprabhakarselvaraj19032 жыл бұрын

    Fantastic tip!! Where can I get this dataset

  • @AnthonySmoak

    @AnthonySmoak

    2 жыл бұрын

    Not sure if I have this dataset anymore, but you can always make up your own data at mockaroo.com

  • @smitakar809
    @smitakar8093 жыл бұрын

    I wanted to know is there any way we can shuffle the coloured column to let's say beginning of the worksheet? Since it is not an actual column from the data source, I do not know how to move it. Any thoughts? Sorry, if it is too basic a question. I am new to Tableau Thanks, Smita

  • @AnthonySmoak

    @AnthonySmoak

    3 жыл бұрын

    The measures come after the dimensions. You would have to use this technique to make everything a measure which may be overkill.

  • @MRUMESH-zx7dk
    @MRUMESH-zx7dk4 ай бұрын

    Good job now can you try for measures (dimensions) value.....

  • @AnthonySmoak

    @AnthonySmoak

    4 ай бұрын

    What do you mean specifically?

  • @firstname4337

    @firstname4337

    3 ай бұрын

    @@AnthonySmoakI have a measure (let's say weight) and they want the weight highlighted according to a various ranges -- but they want the units (a text column to the right) -- so 50 lbs 25 kilos 454 grams the only way I could figure out how to do that was to duplicate the weight field, convert it to dimension, do a dual axis with the weight dimension and units and color the weight accordingly only problem is that since the weight is a dimension it is being interpreted as text and it is all left aligned instead of right aligned but I couldn't have even got this far without your video, so awesome work and thank you very much

  • @yyz619
    @yyz61911 ай бұрын

    thank you very much, Do you know how to make the title or "Rating", "Sector" TEXT WRAP? I am using your method and I have around 15 of this columns to show which I made 30 of placeholders and then dual axis, and some of my column name are long, I want to text wrap it but doesnt seem there is a way. And by the way after I made 15 of columns like this the tableau is kind of laggy, my data is only around 1000 rows, so I am guessing this method is only good for a few columns? Thank you for answering!

  • @AnthonySmoak

    @AnthonySmoak

    11 ай бұрын

    It sounds like you're trying to automate a complex Excel report. Tableau is a pure visualization tool not suited to make large complex tables. This is why we have to do silly hacks for conditional coloring. See if your stakeholder will let you present an actual visualization of your data in lieu of so much detail.

  • @komalkusum4508
    @komalkusum45083 жыл бұрын

    Hi Anthony, can I add few uncolored columns after the colored ones?

  • @AnthonySmoak

    @AnthonySmoak

    3 жыл бұрын

    I don't see why not. Give it a shot.

  • @santiroberts4426
    @santiroberts44264 жыл бұрын

    Hi Anthony this is great. got it working with my dataset, with one small issue: the second of two conditionally formatted columns displays "1" for all cells as well as the text I want displayed. Any chance I could send you a screenshot or something (unless you know how to deal with it right off the bat!)? Thanks.

  • @mitchfiggat100

    @mitchfiggat100

    3 жыл бұрын

    Same issue, have you figure it out?

  • @ireneanibogwu7242

    @ireneanibogwu7242

    Жыл бұрын

    @@mitchfiggat100 You probably don't need this any more but in the Marks section, go into the one you put the square AGG(1) in this case. Then under Text , and uncheck 'show value labels'

  • @ireneanibogwu7242

    @ireneanibogwu7242

    Жыл бұрын

    *show mark labels*

  • @Vintagetube310
    @Vintagetube310 Жыл бұрын

    Hi Anthony. I am working on a case study using digital data for basketball engagement. I wanted to see if you could possibly help me with my project?

  • @AnthonySmoak

    @AnthonySmoak

    Жыл бұрын

    Hi, I do get a lot of requests for help as you can imagine. If you have a question I can answer very quickly off the top of my head, you can ask here. If you'd like to book an hour of my time, contact me at the link on anthonysmoak.com. Thanks

  • @555srinath
    @555srinath3 жыл бұрын

    By Any chance do we know the limit like how many fields can we add and color code?

  • @AnthonySmoak

    @AnthonySmoak

    3 жыл бұрын

    Keep in mind that it takes 2 columns to color format in this manner. www.tableau.com/about/blog/2019/10/tableau-table-improvements

  • @ln6835
    @ln683511 ай бұрын

    Is there is any easier method? It is very simple logic indeed. I am new using tableau but sometimes i feel it is silly using it, sometimes it make simple thing become complex.

  • @AnthonySmoak

    @AnthonySmoak

    11 ай бұрын

    Unfortunately this is the easiest method. I remember it took me awhile to figure it out because no one had a nice easy to follow video or writeup back then. Tableau doesn't have the concept of cells like Excel, and this can frustrate new users.

  • @sargamgupta7194
    @sargamgupta71946 жыл бұрын

    I think you are a big GOT fan lol

  • @manikandanu4131
    @manikandanu41316 жыл бұрын

    sir, I want this in excel. That is "How to set item based color change in excel cell"

  • @reenashanthi4349
    @reenashanthi43494 жыл бұрын

    How to validate number and email in tableau?

  • @anuskasarkar2183
    @anuskasarkar218313 күн бұрын

    This is helpful but when I am downloading the extract from tableau server, I am getting duplicate values

  • @TheSaisharath
    @TheSaisharath3 жыл бұрын

    After hard coding the shape to square, when I increase the size of square it's getting spreaded to other cells as well, how to avoid it? Please help

  • @AnthonySmoak

    @AnthonySmoak

    3 жыл бұрын

    Don't increase the size as much or don't use a shape and stick with the square.

  • @Kutateladze737
    @Kutateladze7373 жыл бұрын

    Why it is not possible to sort this formatted field?

  • @Charango123quena
    @Charango123quena4 жыл бұрын

    this can be done in less than minute in Power BI ... with no need for calculated fields ....

  • @aayushsharma4848
    @aayushsharma48484 жыл бұрын

    When i am dropping 1 and 0 calculation in row.. the size of bars are not even but different for every row...how to change that

  • @anny72234

    @anny72234

    4 жыл бұрын

    same here. have you found a way?

  • @aayushsharma4848

    @aayushsharma4848

    4 жыл бұрын

    @@anny72234 yes, change those dimensions to attribute

  • @ManojYadav-mo3ei
    @ManojYadav-mo3ei2 жыл бұрын

    Please create the video in show hide filters

  • @radiosonicfan1726
    @radiosonicfan17265 жыл бұрын

    Nice Tip. Seriously this should be faster and easier. Should not have to watch a video on how to change the background!

  • @yuvarajkayachitula4134
    @yuvarajkayachitula41342 жыл бұрын

    when I increase the size of the square, it ends up spanning rows, How do I address this ?

  • @funguy29
    @funguy295 жыл бұрын

    Couldn't you duplicate rating and make it a rating_fact for example and then use the colors as per usual?

  • @guitarreality5981
    @guitarreality59813 жыл бұрын

    It takes 2 clicks to do it with Spotfire, just saying :)

  • @AnthonySmoak

    @AnthonySmoak

    3 жыл бұрын

    I wish I could verify, but there's no Spotfire Public :)

  • @cbracamonte
    @cbracamonte4 жыл бұрын

    Great but please slow down

  • @AnthonySmoak

    @AnthonySmoak

    4 жыл бұрын

    Thanks. Watch the video at half speed if that helps.

  • @joshdee7639

    @joshdee7639

    2 жыл бұрын

    Lmao this man is doing everyone a service for free and youre here crying because you cant figure out how to slow the video down? Any person with a normal functioning brain can watch this on 1.5x speed and still understand perfectly. My god you people that complain are annoying af

  • @sanagaribabu7956
    @sanagaribabu79562 жыл бұрын

    Why thismuch steps ? Just follow the seperate legend option

  • @AnthonySmoak

    @AnthonySmoak

    2 жыл бұрын

    Let me know if you're successful using the separate legend option on dimensions instead of measures.

  • @im4485
    @im4485Ай бұрын

    Tableau sucks

  • @AnthonySmoak

    @AnthonySmoak

    Ай бұрын

    Microsoft has entered the chat..