In your workbook, try to see the values of the field Household Income. To do that, oepn a new worksheet and drag the field [Household Income] to Rows. All the values will be displayed in the view.
Take an screenshot and post it to see the set of values of that field.
I believe that you have to create a calculated field with a formula like this:
IF [Household Income] ="$0-$1999" THEN "Poor" ELSEIF [Household Income] ="$2000-$4999" THEN "Median" ELSE "Rich" END
Check also this formula in your workbook please
Thanks for sharing the data set.
As the field Household_Income is of type Character, we need to have a clear idea of its unique values, so I created the worksheet Sheet 1 to display those values.
I've follow two approaches to solve your requirement
1.- I decided to create a calculated field based on Household_Income to determine the if families are Poor, Median or Rich based on the criteria you put in the formula in your very first post. I create a calculated field called "Classification of Families" using the following formula:
IF CONTAINS([Household _Income],"below $2000") THEN "Poor" ELSEIF CONTAINS([Household _Income],"$2000 to $4000") OR CONTAINS([Household _Income],"$4000 to $5000") THEN "Median" ELSE "Rich" END
See the Sheet 2 of the workbook, where the number of families are counted and presented in a bar chart based on this new calculated field
2.- Other approach is to create a Group based on the field Household_Income, putting together those values of Household_Income according to the criteria of poor, median and rich. The Sheet 3 in the workbook shows a bar chart with the number of families by Household_Income (group).
Note that both approaches produce the same results. Compare Sheet 2 and Sheet 3
I hope this helps
Income_RM.twbx.zip 22.9 KB
Canny - Just as a side note, your example data file contained some trailing spaces at the income ranges $4000 to $5000 and $5000 to $6000 - Ramon's solution will however process these correctly as the rest of the banding matches his formula.
You will see this trailing space causing a duplication of rows if you look at Sheet1 of Ramon's workbook as there are 2 different entries for each of these bands.
This might just be an issue with the dataset you submitted as an example but if you see this when analysing your full dataset you might want to fix up the underlying data in Excel or simply use the Group feature in tableau to merge the duplicate bands together in Tableau.
Thanks you for commenting about the trailing "special" characters at the income ranges $4000 to $5000 and $5000 to $6000 which are visible in Sheet 1. Your recommendation is very valid. The data need to be cleansed before going to the analysis process.