Conditional Formatting in Tableau

Overview

• Subject Area: Design
• Level of Complexity: Advanced
• Time to Complete: 30 minutes
• Companion Workbook: ConditionalFormatting.twbx

Key Concepts

• Tableau allows for KPI conditional formatting across measures.
• Example Use Case: Scorecard breakdown showing conditional formatting based on profit across products and years.

Implementation Steps

1. Data Setup
   • Drag and drop data elements onto columns, rows, and color shelves.
   • Tableau differs from Excel: formatting is applied across marks (not columns).
2. View Creation
   • Create a field listing row values.
   • Instead of measures, add number of records fields and set aggregation to min (bars = 1).
   • For crosstabs with 2 measures, add 2 number of records fields.
3. Customizing Axes
   • Right-click each axis and set a fixed range from 0-1 to fill row appearance (actually bars).
4. Final Customizations
   • Add KPIs and data labels to marks cards to mimic Excel-like conditionally formatted crosstabs.

Additional Resources

• Conditional Format Row Background Color
• Tableau Community Idea for Conditional Formatting

Conclusion

• Achieve robust conditionally formatted crosstabs in Tableau.

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This document provides a comprehensive guide on implementing conditional formatting in Tableau, offering advanced techniques to achieve similar results to those in Excel, focusing on creating visually impactful analysis through color-coded data representation.