5 Replies Latest reply on Jan 3, 2017 4:43 PM by Jambesh Mahapatra

Conditional Formatting on Certain Columns Only

Sarah Mauer Jan 3, 2017 2:20 PM

Hi all! This is my first post - I am pretty new to Tableau, and I feel the answer should be easy, but I'm having trouble finding it - how can I get the conditional formatting shapes to only show on the 'vs. Plan' and the 'YOY Rev' columns?

Here is a link to my workbook --> https://public.tableau.com/views/DestinationsDashboard/DestinationPaceReport?:embed=y&:display_count=yes

Here is the calculation for the conditional formatting (only includes 'vs. Plan' in there at the moment)

IF [vs. Plan] >= 0

THEN 'Above Benchmark'

ELSE 'Below Benchmark'

END

Any insight would be greatly appreciated. Thank you!

1. Re: Conditional Formatting on Certain Columns Only

Shinichiro Murakami Jan 3, 2017 2:32 PM (in response to Sarah Mauer)

HI Sarah

This is little bit tricky in Tableau.
I hope you can find the general approach thru below link.

Such a simple view, it required 100 steps!! - Having Multiple KPIs - - Still Struggling with Excel ?? <Tableau's Room>

Thanks,
Shin
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2. Re: Conditional Formatting on Certain Columns Only

Jambesh Mahapatra Jan 3, 2017 2:46 PM (in response to Shinichiro Murakami)

Two steps from that approach can be eliminate if you just turn off the header for the dummy field.
Removing the tick mark & Removing Axis title will automatically go away if you turn off the Dummy Measure header.
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3. Re: Conditional Formatting on Certain Columns Only

Shinichiro Murakami Jan 3, 2017 4:25 PM (in response to Jambesh Mahapatra)

Thank you Jambesh.

Shin
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4. Re: Conditional Formatting on Certain Columns Only

Shinichiro Murakami Jan 3, 2017 4:32 PM (in response to Jambesh Mahapatra)

But actually, if I hide header, we lose manually typed "Title" which is most of the case required.

Thanks,
Shin
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5. Re: Conditional Formatting on Certain Columns Only

Jambesh Mahapatra Jan 3, 2017 4:43 PM (in response to Shinichiro Murakami)

Hi Shin,
It depend, if you need a title or not.
If you need a title you can turn off mark only and keep a meaning full axis title and don't turn off show header .. but the example link will basically show the axis header at the bottom (X-axis) which you may not like that way.. just a thought to avoid a extra step in case you don;t need mark and title.
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