Thank you all again for taking this video to 200k views! I remember trying to figure this out many years ago and decided to make a video. I never knew it would be this popular. Thank you all for subscribing, liking and commenting due to this video!
You know Anthony, Tableau formatting is a nightmare. We need a whole series on formatting. How to find a cell, how to find the line or what header attaches to what part of the sheet. It is time consuming to "play around" as lousy Tableau teachers like to say or wade through the internet or You Tube videos. Your tips are some of the best and I always appreciate your efforts and the time you take to explain color format or cell formatting. Please keep it up. What might be obvious for a master like yourself is not to the novice user. Oh and I appreciate your constant mention of the 10% of people being color blind and taking that into consideration. \
Your check's in the mail James! Seriously, thank you for taking the time to leave such a positive comment. I'm trying to learn something new everyday and I'm very thankful that people care to watch. Regards from Atlanta!
Good job explaining now to do this , but this is why I have a love/hate relationship with Tableau. This should be simple. It's not. It's ridiculously convoluted.
That's tableau for you. Massively overpriced and massively over-engineered. Like SAS and MATLAB something better will come along and it will eventually die (might take another 10+ years though)
The logic implemented with 1,0 will only work if , no of records is same for rating and symbol, in my case the Blue bar at 2.00 was not of same length, I had to make the sum(0) and Sum(1) as attribute to get it work. I've used sample superstore datasource
Great stuff, thanks for the clear explanation. I just wish Tableau had the ability to put a color indicator on the left most column, before the dimensions, as a highlight/indicator for the rows "state".
Very nicely explained Anthony. Can you please resolve one of my issue. My text length is approx 200. So when I am using color coding, it aligns text on center. For small text, its working fine, but if the length is large, then it truncates/Hides the text from both the sides.
Instead of using the square, you can use a bar. Play with the axis and size to fill the whole cell. It looks better if you have longer strings to present.
Thank you for the informative video on conditional formatting. It was a a life saver. I was able to create the visualization using this trick but sone values show up indented to left while others are in the center. How can I fix this issue. Can you please help!
Thank you!! I still have a challenge I can’t figure out- can I make it that the conditional formatting comes first at the table? I mean comes before the dimensions I put on Rows
Thanks a lot!! it worked with me for one column. But when I tried to do a second colored column, some rows are not appearing based on the first column values. Do you have any idea how to fix this?
Hello I need some help I need to do this but for a sales vs sales target chart. how would I go about this i tried the formula IF and Elsif but I keep getting a syntax or error or saying the formula is unended
would the formula be: IF [Sales] > [Sales Target] then "Green" ELSEIF [Sales] < [Sales Target] then "Red" END for if you are trying to color code bars where sales is less than or greater than sales target?
Thank you very much. Thanks to this, I achieved something that others said was impossible :) There is only one thing: is it possible to give separate colors to the headers of these columns in a similar way?
Hey Anthony Smoak, thanks for the video. I had a query if there is one of the new category is added in the column then how do we prefix the colour in case we know all the distinct possible categories in prior. It would be really helpful.
Thanks Anthony! This is amazing stuff. The only question I have is how to reorder the column with conditional formatting. For example in a 10 column grid if I need to place the conditionally formatted field as 4th column. How do you do that?
@@AnthonySmoakI have a measure (let's say weight) and they want the weight highlighted according to a various ranges -- but they want the units (a text column to the right) -- so 50 lbs 25 kilos 454 grams the only way I could figure out how to do that was to duplicate the weight field, convert it to dimension, do a dual axis with the weight dimension and units and color the weight accordingly only problem is that since the weight is a dimension it is being interpreted as text and it is all left aligned instead of right aligned but I couldn't have even got this far without your video, so awesome work and thank you very much
Hello - this is a great video and helped me out very much. I do have a question regarding sorting this using a parameter. How would you create not only a parameter to sort but a secondary parameter to sort after your primary sort? Kind of like in excel. Do you have any videos on that?
What if the column you want to color is in the middle of your text table? Is there a way to only color code specific columns in a longer list of columns? Tks!
...the dual axis column(s) can only be at the end (right-most), right? It would be nice to be able to do this on any column. Has this obvious use case been implemented in later Tableau versions?
I have a question - is it possible to keep on adding other data in Rows without the conditional colors persistently staying last in the table view. Thanks for the video!
This is amazing. However having an issue of unable to add a row after the new formatted row? It seems to always come before is there a workaround this ?
Is there is any easier method? It is very simple logic indeed. I am new using tableau but sometimes i feel it is silly using it, sometimes it make simple thing become complex.
Unfortunately this is the easiest method. I remember it took me awhile to figure it out because no one had a nice easy to follow video or writeup back then. Tableau doesn't have the concept of cells like Excel, and this can frustrate new users.
thank you very much, Do you know how to make the title or "Rating", "Sector" TEXT WRAP? I am using your method and I have around 15 of this columns to show which I made 30 of placeholders and then dual axis, and some of my column name are long, I want to text wrap it but doesnt seem there is a way. And by the way after I made 15 of columns like this the tableau is kind of laggy, my data is only around 1000 rows, so I am guessing this method is only good for a few columns? Thank you for answering!
It sounds like you're trying to automate a complex Excel report. Tableau is a pure visualization tool not suited to make large complex tables. This is why we have to do silly hacks for conditional coloring. See if your stakeholder will let you present an actual visualization of your data in lieu of so much detail.
Hi, I do get a lot of requests for help as you can imagine. If you have a question I can answer very quickly off the top of my head, you can ask here. If you'd like to book an hour of my time, contact me at the link on anthonysmoak.com. Thanks
Hi Anthony...this is awesome! I got this to work but my users would like to do the font conditionally instead....would that be possible somehow using these workarounds? So for your example, instead of the background of the cell being Red for BUY, it would show BUY in Red font. I'm very new to Tableau...I think I got a variation of this by only using one of the placeholders...but I don't see the ability to have a title now for my column?
I wanted to know is there any way we can shuffle the coloured column to let's say beginning of the worksheet? Since it is not an actual column from the data source, I do not know how to move it. Any thoughts? Sorry, if it is too basic a question. I am new to Tableau Thanks, Smita
Hi Anthony this is great. got it working with my dataset, with one small issue: the second of two conditionally formatted columns displays "1" for all cells as well as the text I want displayed. Any chance I could send you a screenshot or something (unless you know how to deal with it right off the bat!)? Thanks.
@@mitchfiggat100 You probably don't need this any more but in the Marks section, go into the one you put the square AGG(1) in this case. Then under Text , and uncheck 'show value labels'
Lmao this man is doing everyone a service for free and youre here crying because you cant figure out how to slow the video down? Any person with a normal functioning brain can watch this on 1.5x speed and still understand perfectly. My god you people that complain are annoying af
