Conditional Formatting in Tableau

We’ve always liked to use colors in our visualizations!

Last week, we wanted to show year on year percent changes for several metrics / dimensions.

We could easily change the label colors to be Red, Yellow and Green. But we couldn’t add the color as a background and highlight it, until we learned this cool new trick to add custom conditional formatting in Tableau:

STEP 1:

Create a table with the dimensions you want to compare in time

STEP 2:

A- Create a quick table calculation “percent change” to measure the YoY change

B- Hide any periods if necessary

STEP 3:

A- Create a new calculated field called ONE

B- The formula for this field will just be 1… yes, that easy!

STEP 4:

A- Drag this new ONE field to the column field

B- Edit the axis and limit the range, from 0 to 1

C- Resize your work

STEP 6:

A- Drag the measures to the detail

B- Create again a new calculation (same as last time) to add the percent change from the previous period

C- Now drag this to the color marks and change colors as needed

Category: White Peak