I didn't see several of the fields you used in your formula present in your attachment, namely:
- [Cost / Response]
- [Weighted Influenced ROI $:$]
Am I overlooking something?
Sorry, my question was a little confusing. The formula I posted is an example of a formula I used in the past to highlight rows. I tried to re-create it using the fields, target market = corporate, campaign category = advertisement, MQL >=23 and SQL >=6 and it won't work.
I wasn't able to find the fields you were talking about either however the logic would work like this:
IF [Campaign Target Market] = 'corporate' AND [Campaign Category] = 'advertisement' AND [MQL] >= 23 AND [SQL] >= 6 THEN 'YELLOW' END
You could then drop this on color and have it highlight if all that criteria was met.
Thank you. So what do I do next? It adds that calculated field as a dimension. How do I get the row to highlight?
You will then drag the calculated field over the "Color" Mark. I circled that in red on this screenshot on the left hand side. I added some additional logic to show how to works to highlight rows. You can see it circled in red on the right side of the screen shot.
The new logic I used for the calculated field "Campaign Target Marketing Highlight"
I did as you instructed and the row still did not highlight. If you look at the attachment "leads by campaigns for highlight tableau questions" and look at the tab "Corporate 1" you'll see that I added the formula. The top two rows in the Advertisement section should be highlighted.
I want it to be a solid yellow bar like the report below (however this is a different report, but just an example of the highlighting):
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There were a few modifications that needed to be made. Sorry if I was unclear. You were almost there. I would attach the worksheet but I have a newer version of tableau than yours and you wouldn't be able to open it again. Let me know if you need further help.
The issue was that we were not aggregating the measures while being evaluated in the IF statement.
I'm so close! If you look again at the "Corporate 1" tab you'll see my work. I updated the formula as your suggested, but it seems to be highlighting things that don't meet the criteria of the formula. And also there's a dot next to the ones not highlighted.
I took a look at your worksheet and I think you have everything right. The reason rows are being highlighted that shouldn't be is the size of your marks. This is also why there are small blue dots, these are just really small marks being places to each value. I think your idea was to use the symbols to fill in the rows as a way to highlight everything. Which is a great idea, however it may need some experimenting to get right. Perhaps making a custom symbol?
If it were me I would explain to your end users that tableau makes it easiest to just highlight the text, rather than filling in the background of the cell.
Thank you so much for your help with this!
Anytime, glad to help!