Conditional formatting numbers in Tableau

0
votes

I have some basic spreadsheet info and I need to compare it to previous quarters. I just want a crosstab or heatmap type visualization showing if we are up or down from previous quarter.

Something like this:

enter image description here

So leads and closings have increased quarter over quarter so those should be color coded green. Referrals should be coded green for the first two but code red for Q22018 since the number went down. Is this possible in Tableau? I played around with a calculated field but I'm not sure how to compare the number to a previous quarter info number and not a set number.

I'd like it to look something like this:

enter image description here

Adding screenshot:

enter image description here

1
tableau-apiconditional-formatting

1 Answers

2
votes

This can be done using a Table Calculation in Color shelf. enter image description here

First create a table calculation as below and drag it to Color. Change the mark type to Square.

enter image description here

Edit the color like below.(If you do not want to play with the color, you can create a custom calculation to return red or green)

enter image description here