2 Replies Latest reply on Oct 18, 2018 8:52 AM by Alex Amitrano

# Column to Rows Plus Conditional Formatting

Hello All,

I have tried various ways to solve this problem, but keep coming up a little short. I have a data set that looks something like this:

 Location Finance Dept Milestone Finance Dept Transition Date HR Dept Milestone HR Dept Transition Date IT Dept Milestone IT Dept Transition Date Sales Dept Milestone Sales Dept Transition Date San Francisco In Progress 2/1/2019 Launch 4/1/2019 Launch 5/1/2019 Complete 5/1/2019 Seattle Complete 3/1/2019 In Progress 3/1/2019 In Progress 2/1/2019 Launch 2/1/2019

I need to be able to take this data set and list the location, department, milestone for that department, transition date for that department, and calculate the risk level. I also need to assign a color to that risk level (red/yellow/green). It would look like this, but the cells that say "High" would be red, "At Risk" would be yellow, and "On Track" would be green:

 San Francisco Department Milestone Transition Date Risk Level Finance In Progress 2/1/2019 At Risk HR Launch 4/1/2019 High IT Launch 5/1/2019 High Sales Complete 5/1/2019 On Track Seattle Department Milestone Transition Date Risk Level Finance Complete 3/1/2019 On Track HR In Progress 3/1/2019 At Risk IT In Progress 2/1/2019 At Risk Sales Launch 2/1/2019 High

I have made many calculated fields for the risk formulas, others that are just the department name, the milestones, etc. The closest I came to this output has formulas with built in carriage returns to for each department, milestone, date, and risk level. What's missing is that I can't make Tableau highlight text within output to have a certain color background. Has anyone worked with this scenario before?

Thanks!

Alex

• ###### 1. Re: Column to Rows Plus Conditional Formatting

Typical solution is like below.

Duplicate data source with Union (x4)

I don't know how you want to calculate "Risk" factor, but go form here anyways.

If this post helped, please mark my answer as correct / helped not from inbox but from original post.

Thanks,

Shin

1 of 1 people found this helpful
• ###### 2. Re: Column to Rows Plus Conditional Formatting

Thank you, Shinichiro! I was having additional trouble with this because I have to use ODATA to connect to a SharePoint list as my source, but I have decided to make a link from to MS Access to the list and use Access as the source. The next thing I need to figure out is how to make sure it updates automatically, or at least on a schedule.

Alex