You could change your Pyramid Sum Goal to the following:
IF [Gift In]="Potential" THEN
IF [Pyramid Level]="<10K" THEN 2500000
ELSEIF [Pyramid Level]="10K-25K" THEN 2500000
ELSEIF [Pyramid Level]="25K-50K" THEN 3750000
ELSEIF [Pyramid Level]="50K-100K" THEN 2500000
ELSEIF [Pyramid Level]="100K-250K" THEN 2000000
ELSEIF [Pyramid Level]="250K-500K" THEN 3750000
ELSEIF [Pyramid Level]="500K-1M" THEN 4000000
ELSEIF [Pyramid Level]="1M-5M" THEN 4000000
ELSEIF [Pyramid Level]=">=5M" THEN 5000000
I hope this helps,
That did help, Dan Huff! Thanks. But I'm trying to figure out exactly why. So, really, with the solution you outlined above, I'm only coloring the Potential records, is that it? If it's not too much trouble, could you point me to the KB article that covers how this works in Tableau; I don't yet have the vernacular to even search for it!
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When you add the Gift In field to color, a value for the goal is given to each of the two marks within each Pyramid Level. This means that instead of 2,000,000 you get 4,000,000.
My change to the calculation takes the Gift In field into account in the formula. Now, Tableau only assigns a Goal value to the bar associated with the Potential member of Gift In. You can see this by hovering over any of the bars in the chart. Any bar that is a Potential bar will have a value for your Goal while any bar that is not will have no value.
Does this help?
P.S. If you want some general info, my calculation videos might be of help. Here a couple that may help:
Yes, I think I follow now, Dan Huff. Thank you. The only downside to this method, then, is when there are no Potential members present within a pyramid level -- I lose my goal value for that bar.
Thanks also for the links to the videos; I need all the help I can get!