Tag Archives: conditional formatting

Conditional Formatting

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Conditional Formatting Equivalents

The most complete post on conditional formatting in Tableau is this one: http://drawingwithnumbers.artisart.org/older-but-still-useful-conditional-formatting/, which describes the multiple axis crosstab here: http://public.tableausoftware.com/views/conditionalformattingv4/Introduction. Other than the Formatting Numbers section, most everything else is covered in that post & workbook.

Building a Measure Names/Values Table – Have only One Measure on Measure Values Card

Put Measure Names on the Filters Shelf first and keep only the desired Measured Value(s), possible to have just one Measure Value this way and still have a header. http://community.tableausoftware.com/message/214871#214871

Formatting Numbers

http://www.clearlyandsimply.com/clearly_and_simply/2011/04/tableau-quick-tip-2-custom-number-formats.html#more

http://community.tableausoftware.com/thread/118621

Creating custom color palettes
http://kb.tableausoftware.com/articles/knowledgebase/creating-custom-color-palettes

highlighting specific rows: Rapid Graphs by Stephen McDaniel and Eileen McDaniel, http://www.freakalytics.com

aligning shapes for marks: mark_align.twbx file by Joe Mako in http://community.tableausoftware.com/thread/113351

setting up custom highlight table: margin_zone.twbx file by Joe Mako in http://community.tableausoftware.com/thread/110007

http://www.tableausoftware.com/support/forum/topic/conditional-formatting-columns-cross-tabs-conditional-appearance-marks-0
http://www.tableausoftware.com/support/forum/topic/conditional-formatting
http://www.tableausoftware.com/support/forum/topic/conditional-background-formatting
http://www.tableausoftware.com/support/forum/topic/conditional-formatting-columns-cross-tabs-conditional-appearance-marks
http://www.tableausoftware.com/support/forum/topic/conditional-formating-measures
http://www.tableausoftware.com/support/forum/topic/how-can-i-do-these-things
http://www.tableausoftware.com/support/forum/topic/shape-alignment#comment-39152

Make an “empty” header:
http://www.tableausoftware.com/support/forum/topic/output-particular-format-column#comment-43090

Force Tableau to show text headers in a row and not hide them in cross-tab display:
http://community.tableausoftware.com/message/172574#172574

Removing last column (Abc column)

http://community.tableausoftware.com/message/174253#174253
http://kb.tableausoftware.com/articles/knowledgebase/removing-abc-placeholders

Crosstabs and Text Tables

Putting more columns than the default 6 on tables – from the menu bar, select Table->Options and increase the number of columns

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KPIs and Floating Dashboards

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I haven’t seen this particular trick out there yet, it’s a fun one for the toolbox. When we’ve wanted to mix and match KPIs in a crosstab or text table, we’ve had to resort to multiple worksheets on a dashboard in a layout container, or a multiple axis crosstab. The former can result in various display issues because Tableau imposes certain border sizes, the latter has problems with performance due to the number of separate queries and computations that are necessary.

Tableau version 8 gives us floating dashboard elements with pixel-level precision for element location, and that gives us a third way to build text tables with KPIs.

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Measure Names on the Color Shelf: Tableau v8 Enhancements

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Tableau version 8 “The Kraken” is in beta right now, and Tableau is also beta testing Tableau Public for the new release, and they’ve kindly given me access to it. Tableau v8 is a huge release, as I’m exploring it I’m finding some subtle and not-so-subtle differences. In the coming weeks I expect to do a series of posts on how those changes affect my workflow, and/or relate to prior posts of mine.

I’m going to focus on the new feature that enables multiple discrete (blue) pills on the Colors Shelf of the Marks Card, in particular how it interacts with the Measure Names pill and makes possible some things that were much more difficult to to in prior versions of Tableau.

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Older But Still Useful – Conditional Formatting

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Back in May of this year before I started this blog, I did a presentation at the Boston Tableau User Group on conditional formatting in Tableau. Prior to using Tableau, I’d created some dashboards and reports in Excel, and when I tried to re-create them in Tableau I ran into a number of different issues in terms of doing the kinds of formatting, layout, and conditional formatting that are possible in Excel. I created a workbook with every technique I could find and some I figured out. Continue reading →