Logical functions (IF, IIF, CASE) in Tableau - Dashboard Guide

Dashboard Mode - Logical functions (IF, IIF, CASE)

Dashboard Goal

Understand how to use logical functions IF, IIF, and CASE in Tableau to categorize sales performance and visualize results.

Sample Data

Order ID	Sales	Region
1001	150	East
1002	300	West
1003	50	East
1004	400	South
1005	200	West
1006	100	South
1007	250	East

Dashboard Components

• KPI Card: Total Sales
  Formula: SUM([Sales])
  Result: 1450
• Calculated Field: Sales Category (IF)
  Formula:
  

  IF [Sales] >= 300 THEN 'High'
  ELSEIF [Sales] >= 150 THEN 'Medium'
  ELSE 'Low' END

  
  This categorizes each order's sales into High, Medium, or Low.
• Calculated Field: Sales Category (IIF)
  Formula:
  

  IIF([Sales] >= 300, 'High', IIF([Sales] >= 150, 'Medium', 'Low'))

  
  This is a nested IIF version of the same logic.
• Calculated Field: Region Group (CASE)
  Formula:
  

  CASE [Region]
    WHEN 'East' THEN 'Group A'
    WHEN 'West' THEN 'Group B'
    ELSE 'Group C'
  END

  
  This groups regions into three groups.
• Bar Chart: Sales by Sales Category
  Shows total sales for each category (High, Medium, Low).
• Pie Chart: Sales Distribution by Region Group
  Shows percentage of total sales by region group (Group A, B, C).

Dashboard Layout

+----------------------+-----------------------+
| Total Sales (KPI)    | Sales by Sales Category|
|                      |       (Bar Chart)     |
+----------------------+-----------------------+
| Pie Chart: Sales by Region Group               |
|                                               |
+-----------------------------------------------+

Interactivity

A filter on Region allows users to select one or more regions. When applied, the Total Sales KPI, Sales by Sales Category bar chart, and Sales Distribution by Region Group pie chart update to show data only for the selected regions.

Self Check

If you add a filter for Region = East, which components update and what data do they show?

• Total Sales KPI: Updates to sum sales only for East region orders (150 + 50 + 250 = 450).
• Sales by Sales Category Bar Chart: Shows sales totals for High, Medium, Low categories only for East region orders.
• Sales Distribution by Region Group Pie Chart: Updates to show only Group A (East) sales, so it will show 100% for Group A.

Key Result

Dashboard showing total sales and sales categories using IF, IIF, and CASE logical functions with region grouping and interactive filtering.