3 Replies Latest reply on Aug 3, 2016 5:18 AM by Ankit Goyal

    Text Status vs Numeric Status

    Eddie Hussey

      Hi All,


      I have a number of spreadsheets that I want to display in a tableau dashboard. There are a number of status type fields in the excel spreadsheets for example Project Status would have 'New, Open, In Progress, On Hold, Stopped, Closing, Closed'. They are all text based status. I've imported it into Tableau with the intention of creating a number of views against the status types. In tableau speak I think the status should be the Measures but it doesn't seem to play nicely with text based measures. For example I would like to create a traffic light dashboard where the project status would be displayed by colour that matches the text status. Is there a straightforward way to do this or will there need to be some sort of conversion from text to numeric.





        • 1. Re: Text Status vs Numeric Status
          Tom W

          It really depends on how you're trying to visualize this specifically.

          You could create a calculated field to 'convert' your text status into a number i.e. IF [Status] = 'Open' then 1 elseif [Status] = 'Closed' then 2 END. You could then use this as a measure, set the aggregation to MIN and color it that way. You could use your text based equivalent as a label.

          But it sounds to me like you're going to want to put this alongside other actual measures - fields / metrics that are actually measuring things.


          So it's sort of hard to provide guidance without knowing specifically what layout you're trying to get to and the structure of your data. Please upload a Tableau Packaged Workbook with some sample data along with some more details on how you're trying to visualize this and we'll go from there.

          • 2. Re: Text Status vs Numeric Status
            Eddie Hussey

            Hi Tom,


            On my Y axis I was looking to have the project status and the name of the projects listed on the X axis.  The number of projects on the x axis was limited to 10, as the manager only wanted to see the top 10 projects. I was then wanting to plot the status against each project and colour code that plot. I was thinking of using the circle view graph and instead of colouring the circles by project I wanted to colour them by the status. On the Y axis I want the name of the Status rather than a number


            I have attached a spreadsheet with basic sample data. The spreadsheet contains 2 worksheets: Project Status Name and Project Status Number. In my source data the status field (and similar fields) are all text fields. I added the number worksheet just to start playing around and have also attached the tableau result

            • 3. Re: Text Status vs Numeric Status
              Ankit Goyal

              Hello Eddie,


              Is this what you are looking for?