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Hi,

 

I want to create a group based on Calculated Field-

For Example I have 5 locations A- E

 

And want to base it on # of Sales.  For example the formula would be

 

If Sum([Calls]) > 1 Then Location

Else 'Other'

End

 

I want to use the formula as the Locations so I don't have a ton of locations with only 1 call showing up in the header It should look like this:

 

Location

 

Call Count

 

A10B5Others1

 

Is there a way to do this in Tableau, without having to manually group them every month.

 

Thanks,

5 answers
  1. Mar 12, 2019, 7:14 PM

    You can do this by using a LOD expression, such as (in this case I group all the states with less then 1000 units sold together in Others)

     

    IF {FIXED [State] : SUM([Quantity])} > 1000 THEN [State] ELSE 'Others' END

     

    You can do this by using a LOD expression, such as (in this case I group all the states with less then 1000 units sold together in Others) IF {FIXED [State] : SUM([Quantity])} > 1000 THEN [State] ELSE

     

    If you want to have "Others" in the bottom, then create another calculated field which has the expression

    IF [State when over 1,000] = 'Others' THEN "zzzz" ELSE [State when over 1,000] END

    Add this field to the Rows shelf, enable Alphabetic sorting on this column, and uncheck the "Show headers

     

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