1 Reply Latest reply on Feb 5, 2013 11:03 PM by Jim Wahl

    Ratings shape palette

    Karpura Suryadevara

      Hi,

       

      I am using the ratings shape palette. How do I allow the data to drive which rating shape to appear ? (instead of selecting it manually).

       

      Thanks,

      Karpura

        • 1. Re: Ratings shape palette
          Jim Wahl

          Maybe there's an easier way (it'd be nice if you could assign the palette and shape by name), but here is how I've done it by creating a calculated field that determines the shape order. For example

          Margin Rating =

          IF ISNULL(AVG([Margin])) THEN NULL

          ELSEIF AVG([Margin]) < 0 THEN "0"

          ELSEIF AVG([Margin]) < 100 THEN "1"

          ELSEIF AVG([Margin]) < 200 THEN "2"

          ELSEIF AVG([Margin]) < 300 THEN "3"

          ELSE "4"

          END

           

          Then create a custom shape palette with only the 5 ratings, ordered by file name. This is easier than it sounds. Just go to the folder Documents\My Tableau Repository\Shapes, copy the ratings folder to, for example, ratings_custom and remove the shapes you don't want. See knowledge base article:

          http://onlinehelp.tableausoftware.com/current/pro/online/en-us/buildmanual_shelves_shape_custom.html

           

          Now when you assign the ratings_custom palette to Margin Rating, the default mapping will be aligned with the shape file names. 

           

          See attached.