1 Reply Latest reply on Aug 27, 2018 4:22 PM by Patrick A Van Der Hyde

    Conditional Formatting - Icon Sets

    John Spirawk

      Good Morning,

       

      I first wanted to take a second to say thank you for taking the time to read this. Now, into my question. I'm fairly new to Tableau but wanted to see if it was possible to re-create my excel spreadsheet into Tableau. I'll attach a screenshot as reference.

       

      My spreadsheet is a Sales Capacity Tracker for the different sales groups in my organization. I've created a legend that the formatting is set off of. Let's take rolling 12 month sales for example. There are parameters that if sales are under X amount, the circle is green notating that the group has capacity for more accounts. If sales are between X and Y then they're at capacity and if sales are over Y then they are over capacity.

       

      My goal is to transfer this from Excel to Tableau. Please let me know if this is possible and thank you in advance!