Two ways to go about this, well probably more.
1. You are using dual axis, in which you are placing a Label in the second axis to show information. Right now your PY is a Measure, you could just turn this into a String and then different value would show, %, $ and so on.
2. You split the column, if you want to leave the field as a measure, tableau will want 1 formatting for it, either $ or %. It wont allow you to use both.
- You can create a new column on your excel for $ and the other for %
- You can just duplicate your Measure in tableau and change its Data type to % and $.
With #1 you can have both $ and % show in the same column, but as strings.
With #2 you would need to most likely split the column or just 2 stacked worksheets, but the info would be Integers which could be used to do calculations, if you need that.
Let me know if that made sense
Jeff this should be a crime! Just because something can be done, doesn't mean it should be done. And it certainly shouldn't be left without any documentation. We feel your pain.
So the formatting you want to change is the Q4 Calc. You can set the default formatting on that field in the measure window by right-clicking and choosing Number Formatting and setting to Currency. But he's got that calc set up to accommodate % (he's dividing by 100 if it's not >1). I can't tell why he's doing this, so I can't know what results you're actually looking for. FYI: the pill that generates this column is the 14th one across on the column shelf. Click the header (Q4) and you'll see it come up on the marks card as SUM(Field) (14).
Overall this looks like a half-finished attempt at doing some sort of conditional formatting. Is it really necessary to color just that one column? Or is there more formatting you need.
Keep us posted on your progress, we'll try to help as much as we can. But this is not Tableau at it's best. And it's an idiotic to try to turn Tableau into Excel.
FYI: There is a way to have both $ and % within the same column (as long as no value is a negative number). But let's see if that's what he wants first.
I appreciate the additional assistance, but changing the number formatting of the Q4 calc didn't change anything...
I realize it's kind of put together with duct tape but still need to get this resolved... I'm not looking for any specific results... I just need the desired numbers to appear as dollars and values.
Is there not a quick fix to change the numbers as I'd like them to appear?
OK, Jeff I formatted that column for you. I did it in two different font sizes and colors so you can see 1) They are currency formatted 2) Essentially this viz is duplicating all your values. The two fields you need to reformat are the 13th & 14th down:
Once the moderators are done, you'll see my answer including an attached workbook.
Ok, I see how you were able to format the numbers but it's not exactly what I'm getting at...
My main objective is to change the Value/Number#, Dollars, and Number rows from column PY from percentages into values and dollars while keeping the rest of the values as percentages.
If I'm misunderstanding the work you've done I apologize, but I need a way to display all of percentages, dollars, and values in one column (i.e. PY)...
Jeff I have a assignment for you: Take all these figures (or not) and load them into Excel and create the perfect text table -- the one your bosses (?) are looking for. Format it with all the colored backgrounds, all the merged cells, all the conditional formatting -- mixing % and Currency and Number formatting as needed. Then post that Excel workbook, or at least provide a screenshot of it.
Do this and we will all know what the target is; do this and we can tell you what can and can't be done in Tableau.
Carlos, I'm clueless as to what you mean by this post. Sorry.
Opps i meant to respond to the Author directly.
Its just a way to have one Column display multiple formats such as ($)Dollars, Percentages(%) and even Text.
I though that was what the OP was looking to do.
OK, I now get it. Nice post. Thanks.
Thanks for your guys help thus far!
Attached is the workbook (It's now on the original post as I couldn't attach it to this message) I'd like to create in a much cleaner/simpler way in Tableau as I need to add it to some already created dashboards.
Essentially, I'd like the workbook to "red" any negative values in the "Change Columns" and also show the "Current Quarter Status as Red or Green depending on the rule I'd create.
Lastly, and this goes back to my original issue... I've highlighted/bolded the values/dollars I need to remain values/dollars in Tableau as the rest of the numbers are percentages.
Please let me know if I'm not making sense in any of this. Thanks again!
Ive posted a few approaches.
Best of Luck!