Fundamentals of writing Conditional Calculations in Tableau.

Conditional Calculations:

If any calculation you want to use in the report which is not there in database, then we create that calculation with right syntax at tableau level.

And we use the Calculations for customization purpose.

For An Example: Sales less than 10 K is  "Worst Sales", >10 K and < 15 K is "Average" , >15 K and < 20 K is "Above Average" , >20 K and < 50 K is "Meet Target" , >50 K and < 75 K is "Excellent Sales." 

SYNTAX:

1) If condition with 1 Possibility  without Else part
IF [Condition Matches] then [Matched Value]  end

EX: If  sum([Sales])>15000 then "Good"  end

Description: In the above example, If sales are more tan 15000 then those will be represented as "Good" (If condition matches then "Good" if Condition does not match then empty, i.e. null)
If Sales does not more then 15000 then those values are represented by empty since we did not define else part.
Next example will explains how out put will effect if we define else part.  

2) If condition with 2 Possibilities including Else part

Syntax:

IF [Condition Matches] then [Matched Value] else [Non Matched Value]  end

EX: If  sum([Sales])>15000 then "Good" else "Average" end

Description: 
In the above example, If sales are more tan 15000 then those will be represented as "Good" (If condition matches then "Good" if Condition does not match then empty, i.e. null)
If Sales does not more then 15000 then those values are represented by  "Average" since we defined else part.

3) If then else - more than 2 Possibilities

if [Condition 1 Match] then [Value1] 
elseif [Condition 2 Match] then [Value 2] 
elseif [Condition 3 Match] then [Value 3] 
elseif [Condition 4 Match] then [Value 4] 
.....................
Else [Value N] end 

EX:

If sum([Sales]) <15000 then "Below Average"
elseif  sum([Sales]) >=15000 and sum([Sales]) <25000 then "Average"
elseif  sum([Sales]) >=25000 and sum([Sales]) <50000 then "Above Average"
else "Excellent" end
=============================
Case <EXP>
when <Matches 1> then [Value 1]
when <Matches 2> then [Value 2]
when <Matches 3> then [Value 3]
Else [Value 4] end



Case [Region]
when "Central" then "Territory - 1"
when "East" then "Territory - 1"
else "Territory - 2" end

1) I want to Apply Different colors to Regions as per Sales Value.
<10 K - Color 1
>=10 K And < 15 K then Color 2
>=15 K And < 25 K then Color 3
or Color 4

2) Difference between And , Or Operators in the Calculations.
Create few reports with BUZ Requirement.

3) I want to see 2013, 2014 data in 1 color, 2011, 2015 in another color.
(Don't use Editing Color Legend option for applying colors. Use Calculations to define colors)

4) Categorize the City's into different groups by using your own business situation.

5) I want apply Different shapes as per Sales Values.
Use Question -1 as situation & define the shapes.

Note:
In SQL "IN" operator is used to filter multiple Values, As of now Tableau does not have "IN" operator in the Calculation but there is an alternative that is "OR"

EX: Select Country, Sales from Sales where country in ('India', 'Usa', 'UK') ----- SQL

Case [Region]
when "Central" then "Territory - 1"
when "East" then "Territory - 1"
else "Territory - 2" end

Or

If  [Region] = "Central" or   [Region] ="East" then "Territory - 1"
else "Territory - 2" end