Conditional Formatting in Tableau – II

I guess most of us know about conditional formatting in excel. For those, who don’t know, I am giving a brief intro of Conditional formatting in excel.

Conditional Formatting (CF) is a tool that allows us to apply formats to a cell or range of cells, and have that formatting change depending on the value of the cell or the value of a formula. For example – we want to format the cell Green when value is >0 and Red when value <0 and White when it is 0. We can set the rule to do this in excel. (Please refer Microsoft Support Site for doing this).

Here we will discuss, how to do Conditional Formatting in Tableau. For explaining this I am considering Sample Superstore data set. There are two ways in which we can do formatting:

  1. Formatting the background (Changing color of cell)
  2. Formatting the Foreground (Changing color of text)

Here is the link to achieve first type of Formatting.

In this posts, I will discuss second one, just follow below instructions one by one:

  1. Create the tabular view of data that you want, suppose I want to show Sales from each Sub category Region wise:

conditional-formatting-in-tableau-1

  1. Create a calculated field for color condition:

conditional-formatting-in-tableau-3

  1. Drag calculated field to color shelf:

conditional-formatting-in-tableau-9

  1. Edit colors to give appropriate color of your choice and we will get formatted text:

conditional-formatting-in-tableau-5

conditional-formatting-in-tableau-10

 

We have got our desired Formatting.

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