Applying the If-Then logic
by Matt Floyd, Ashley Ohmann, Ashutosh Nandeshwar, Jen Stirrup
Tableau: Creating Interactive Data Visualizations
- Tableau: Creating Interactive Data Visualizations
- Table of Contents
- Tableau: Creating Interactive Data Visualizations
- Tableau: Creating Interactive Data Visualizations
- Credits
- Preface
- 1. Module 1
- 1. A Short Dash to Dashboarding!
- 2. Summarizing Your Data for Dashboards
- 3. Interacting with Data for Dashboards
- 4. Using Dashboards to Get Results
- 5. Putting the Dash into Dashboards
- 6. Making Dashboards Relevant
- 7. Visual Best Practices
- 2. Module 2
- 1. Connecting to Data Sources
- Introduction
- Connecting to text files
- Connecting to Excel files
- Connecting to Access databases
- Connecting to a SQL Server
- Pasting from a clipboard
- Connecting to other databases
- Connecting to Windows Azure Marketplace
- Understanding dimensions and measures
- Changing data types
- Applying filters
- Merging multiple data sources
- 2. Creating Univariate Charts
- 3. Creating Bivariate Charts
- 4. Creating Multivariate Charts
- 5. Creating Maps
- 6. Calculating User-defined Fields
- 7. Customizing and Saving
- 8. Exporting and Sharing
- 9. Exploring Advanced Features
- 1. Connecting to Data Sources
- 3. Module 3
- 1. Getting Started with Tableau Public
- 2. Tableau Public Interface Features
- 3. Connecting to Data
- 4. Visualization – Tips and Types
- 5. Calculations
- 6. Level of Detail and Table Calculations
- 7. Dashboard Design and Styling
- 8. Filters and Actions
- 9. Publishing Your Work
- A. Bibliography
- Index
At times, it becomes necessary to report values in a certain way; for example, displaying blank values as dashes or categorizing some values into buckets. Since these modifications are based on logic, they are created using logical functions.
Let's use the sample file Sample – Superstore Sales (Excel). Open a new worksheet and select Sample – Superstore Sales (Excel) as the data source.
Once the data is loaded on the worksheet, perform the following steps to create a new calculated field:
- To categorize shipping modes into air and ground, right-click anywhere on the Dimensions pane and select Create Calculated Field.
- In the Name box, enter
Ship Type. - In the Formula box, enter
IF [Ship Mode] = 'Delivery Truck' then 'Ground' Else 'Air' Endand hit OK.
Tableau provides seven logical functions to test logical conditions and return some values depending on the result of the condition. In the previous recipe, we checked whether the Ship Mode attribute was Delivery Truck, and if it were, we returned the Ground value as Ship Type. Since we know there are only three types of the Ship Mode attribute (Delivery Truck, Express Air, and Regular Air), we don't need to check for other shipping modes as they both are of the Air type.
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