
1. Re: Conditional Formatting
Kalyan Allam Mar 14, 2016 8:25 PM (in response to Barb Reiser)Hi Please find the attached twbx file with the solution.
Most of the times when you want to do the conditional formatting , its always easier to write a calculated field. I wrote two calculated fields.
One is for your table calculation.
And another one to give a condition as you required for the formatting.
Tell me if you need anymore clarification.

Book1_Solution.twbx 29.8 KB


2. Re: Conditional Formatting
Chale Dodge Mar 15, 2016 12:16 AM (in response to Kalyan Allam)Hi Barb/Kalyan,
You can actually do it in 1 go.
If you create the calculated field like this:
IF ATTR([Pivot field values]) = "Didn't Meet" AND (COUNT([Pivot field values]) / TOTAL(COUNT([Pivot field values])) >= 0.2) then "Didn't"
ELSEIF ATTR([Pivot field values]) = "Needs Help" AND (COUNT([Pivot field values]) / TOTAL(COUNT([Pivot field values])) >= 0.2) then "Help"
ELSE "No Problem"
END
Also set the Table Calculation  Compute Using as Table (Across).
Hope that helps?
Regards
Chale

3. Re: Conditional Formatting
Barb Reiser Mar 14, 2016 8:46 PM (in response to Kalyan Allam)That's awesome! What if I wanted to have 2 formats, is there a way to combine them?
IF [Value] > .75 THEN
IF MAX([Compentency Value]) = "Exceeds" OR MAX([Compentency Value]) = "Meets" THEN
1
ELSE
0
ENDELSE
0
END
IF [Value] > .10 THEN
IF MAX([Compentency Value]) = "Needs Help" OR MAX([Compentency Value]) = "Didn't Meet" THEN
1
ELSE
0
ENDELSE
0
END

4. Re: Conditional Formatting
Chale Dodge Mar 15, 2016 2:00 PM (in response to Barb Reiser)Hi Barb,
Apologies for the delay on my response above  I was sitting in a moderation queue. Now I am out
Does the above calculation give you what you are after?
By the way, you may want to log another request to get a better response  as you are asking another question
Also I notice that a number of your posts have been heading in a certain direction to convert the same data. Are there any more steps that you are looking to complete or any other data queries you have at the moment? Feel free to post them all up with different posts or if you ask for your end goal  you could get an explanation with all of the steps to get there in 1 go.
Regards
Chale

5. Re: Conditional Formatting
Barb Reiser Mar 15, 2016 5:13 PM (in response to Chale Dodge)Hi Chale,
Sorry for the delay in responding. I had a really busy day today.
Thank you for the feedback. I'll post a separate question. I couldn't get the formula to work as I wanted. I'll have it in there when I repost. I'm just doing some ad hoc reporting. I don't necessarily have a plan in place. I kind of decide what I want to do as I go.
Thanks for the help,
Barb

6. Re: Conditional Formatting
Barb Reiser Mar 15, 2016 5:38 PM (in response to Barb Reiser)Chale,
Guess what? I just tried it again and it's working now. I must not have done something right when I tried it before. I used:
IF ATTR([Pivot field values]) = "Didn't Meet" AND (COUNT([Pivot field values]) / TOTAL(COUNT([Pivot field values])) >= 0.20) then "Didn't Meet"
ELSEIF ATTR([Pivot field values]) = "Needs Help" AND (COUNT([Pivot field values]) / TOTAL(COUNT([Pivot field values])) >= 0.20) then "Needs Help"
ELSEIF ATTR([Pivot field values]) = "Exceeds" AND (COUNT([Pivot field values]) / TOTAL(COUNT([Pivot field values])) >= 0.50) then "Exceeds"
ELSEIF ATTR([Pivot field values]) = "Meets" AND (COUNT([Pivot field values]) / TOTAL(COUNT([Pivot field values])) >= 0.50) then "Meets"
ELSE "No Issue"
END
Thanks again!
Barb

7. Re: Conditional Formatting
Chale Dodge Mar 15, 2016 5:52 PM (in response to Barb Reiser)Nice work Barb! You get all the credit for that  nice work on your first calculation!
By the way in case you look at this thread in future and need an explanation  or someone does.
I will explain these 2 items:
ATTR([Pivot field values])
This is actually so that the calculation can work. If you take out ATTR Tableau will complain you can't compare Aggregate and NonAggregate.
There is a good explanation here:
(COUNT([Pivot field values]) / TOTAL(COUNT([Pivot field values])
This is the Table Calculation for Percent of Total.
There is a good explanation here:
Turn a Quick Table Calculation into a Calculated Field  Tableau Software
Hope that was useful! Happy Tableauing Barb!
Regards
Chale