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I recommend trying a group. Grab the last three values (Asian, Native Hawaiian/Pacific Islander, Hispanic/Latino) and right click, then select 'Add to Group' or use the paper clip. You can edit the alias for your new grouped values to read 'Other'. This will preserve the original values in your initial Ethnicity field, while creating a new dimension that will display the view the way you want.
More detailed info on creating groups here: http://onlinehelp.tableau.com/current/pro/online/mac/en-us/help.html#sortgroup_groups_creating.html
If this resolves your question, please mark it as the correct answer. Thanks!
Hi Christina! Thank you for your response but I neglected to add something that you just reminded me of!
Responses will be filtered based on the company/organization/group they represent so I need this calculation to be dynamic
Meaning that Company A race breakdown will be different from Company B breakdown which is different from Company C breakdown. So I wouldn't necessarily want to lock a specific race/ethnicity into a group if the total number of responses is high enough.
Ah, that's an interesting twist!
In this case, I would try a set plus a calc.
First, create your set. Example: In Superstore, I right-clicked on State and selected Create > Set.
In the Set dialog, go to the condition tab and set a minimum threshold by field. I did [Number of Records] with the aggregation [Sum], set the operator to ' > ' and typed in 500. (So this grabs all states with more than 500 records.)
Then name your set (like, States over 500), click OK, and create a new calc.
IF [States over 500] THEN [State] ELSE "Other" END
Put this calculation on your row shelf, and it should dynamically update, based on your filtering, to display the names of the ethnicities that meet the threshold, and group the rest into "other."
Hope this helps!