1 Reply Latest reply on Jul 28, 2016 3:53 PM by Adam.Cogswell

    Create Group Value Based on Condition / Ranking Groups

    Sam Ko

      Need some expert advice and/or if the following is even possible in Tableau:

      example.jpg

       

      I have a separate calculated field for cleansing/grouping company names.  Based on the data I have, I want to create one calculated field that:

      - If within the Cleaned Company Name group Gartner Segment contains LE, enter LE.   If not but Midsize, enter Midsize.  If not but Small Business, enter Small Business.  Else, Unmatched.

       

      I want to create one other calculated field that ranks Cleaned Company Name group.

       

      I've scoured the forums and tried all sorts of methods for both (case statements, rank, etc.) but I haven't been able to solve for either.  What can I do?