A common request in the forums is to be able to apply conditional formatting of Measure Names/Values, in other words something that approaches what MS Excel can do. Users have come up with various workarounds, including:
- 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
- Several ideas together by yours truly in http://public.tableausoftware.com/views/conditionalformattingv4/Introduction. . You can see a number of workarounds all together in
One thought is to have fields available in the Edit Calculation dialog that is something like "[Rowname]" or "[Columnname]" that would refer to whatever measure or dimension is at the lowest level (including a specific measure name/value), and then allow users to create calculations on that, the results of which could then be used on the Color, Shape, etc. shelves.
One calculated field could be IF [State] = "New York" and [Columnname] = "Units" THEN "Empire State" ELSE "Other" END
Another could be IF SUM([Sales])/SUM([Profit]) > 0.25 AND [Columname] = Profit" THEN "Meets Margin" ELSE "Below Margin" END
In this example, it would be up to the user to figure out which calculations have priority and appropriately write them.
[updated 3/15/12 to add the link to the conditional formatting workbook]