IF Statement In Tableau

What is IF Statement in Tableau ?

IF Statement in tableau is the logical function which is used to decide which condition should give the result. Its works on TRUE and FALS condition. Based on the IF condition syntax, if condition is true then it will give the result of TRUE value else FALSE values. The condition or check is the mathematical condition like, greater, equal to, less then. IF condition in Tableau can be performed both String and numeric condition and also give result as String or number. Tableau IF statements also used Operators or logical comparisons (AND, OR, NOT). Also read one-line IF function called IIF statement.

Syntax for IF statement in Tableau:

IF <condition 1> THEN <True result 1>

ELSEIF <condition 2> THEN <True result 2>   //Comment: check condition to if first condition is False

ELSE <result 3>                                                     //Comment: Result 3 if all conditions are false

END

Let’s understand the various components of IF condition in Tableau:

• IF is the keyword, which tells Tableau that IF condition should performed
• <condition 1> represents the conditional expression which is  used to perform the Boolean function to check and  evaluation for result either TRUE or FALSE.
• THEN is the keyword indicates to return result value
• <True result 1> is the Result/value that will be returned if the IF conditional is TRUE.
• ELSEIF is the another keyword which can be used if you want to put second condition if your first condition not fulfill your requirements
• <condition 2> This will be the second conditional expression which is  used to perform the Boolean function for your second criteria/condition to check for result either TRUE or FALSE.
• ELSE is the Keyword which performed if non of the condition is True,
• END represents the end of the loop.

Important:  The Condition expression used two types of Operator to compare the values

1. Comparison operator
2. Logical operator

There are six comparison operator are available within the Tableau:

There are three Logical operator are available within the Tableau:

5 Different examples for IF statement in Tableau

Lets see the 5 different example for IF condition on different scenarios

Example #1: IF statement in Tableau calculated field for numeric number

First example for numeric number like sales, Profit, and margin. Suppose company have categories Sales based on total sales for product then we can use below IF condition  in Tableau to show these categories.

IF [Total Sales] <= 1000 THEN "Normal sales"

ELSEIF [Total Sales] <= 2000 THEN "Good Sales"

ELSE "Expected Sales"

END

The above example will show Categories for sales based on the condition used in above IF condition “Normal Sales” for Total sales which is “Less Than or Equal To” 1000, “Good Sales” for Total sales which is “Less Than or Equal To” 2000: if both not true then it will show as “Expected Sales”

Example #2: Tableau IF statement with string

Lets take example for colour fields in dataset which have different colours as members in Colour field and you want to categories as Dark and Light colour, Then you can use below IF condition which is used as AND operator to performed IF condition.

IF [Color]="Dark Blue" AND [Color]="Dark Green" AND [Color]="Dark Brown" THEN "Dark Color"

ELSE "Light Color"

END

These is second ways to do the same output with use of Left string Function which will be more simple to perform IF condition as show below formula

IF  LEFT([Color],4) ="Dark" THEN "Dark Color"

ELSE "Light Color"

END

IN above formula what we have did, with the use of LEFT function we just minimize the length of code.

The LEFT formula just comparing if member of Colour field have the “Dark” text in the beginning it will put “Dark color” else it will put “Light color”

Example #3: Multiple IF statements Tableau

Suppose you have created one parameter and based on that parameter you want to show different result in Bar Chart

Example:

• Sales on bar chart if you selected Total sales in parameter
• Profit on bar chart if you selected Total Profit in parameter
• Margin% on bar chart if you selected Margin in parameter

Lets take parameter name is “Bar chart selection”

IF [Bar chart selection] = "Total sales" THEN [Sales]

ELSEIF [Bar chart selection] = "Total Profit" THEN [Profit]

ELSEIF [Bar chart selection] = "Margin" THEN [Profit]/[Sales]

END

Example #4: Tableau IF statement with Boolean

You know that Boolean takes value as TRUE and FALSE so you can put result as TRUE and FALSE in Tableau IF statements as shown below syntax

IF [Field] = "AAA" THEN True ELSE False END

These is simple Boolean if statement which check the field member and return TRUE and FALSE based on condition is true

[Field] = “AAA”, this expression returns True, or it doesn’t equal A, so returns False.

Example #5: Tableau IF statement between two values

How to use Tableau if statements between two values or range of values. if you want to put the condition on range of values using IF statements then you need to use AND operator in tableau. As show in below syntax or calculated field

IF [PRICE]>= "2500" AND [PRICE] <= "3000" THEN [Profit] END

In the above examples IF statement checks the range of [Price] field between 2500 to 3000, if it is TRUE then it will return the [profit] filed values

Here AND operate check the range and return as condition satisfied.

Also read: Cylindrical Fill Bar Chart In Tableau

Conclusion

Here we are trying to say that you can also perform the calculation in the result output, this is really good if you need to show different numeric , measure values in table and graph, it will get change as per the selection of your condition in parameters. You can also use IF condition for field also, it depends how you want to use and what is your requirement.