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Tableau If Function

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Tableau If Function is one of the most useful decision-making function in report design. If function will test the condition, and depending upon the condition result it will return the output.

In Tableau, we have three variants of if functions: If, IF Else, ElseIf. In this article, we will show you, How to use these three functions with examples.

For this demonstration, we are going to use the data present in the Global Super Store Excel Worksheet so, Please refer Connecting to Excel Files in Tableau article to understand the connection settings.

Tableau If Function 1

Tableau If Function Example

If function will return the result only if the given condition is True otherwise, it returns nothing.

To demonstrate this If function, we have to create a Calculated Field. In order to create a calculated field, please navigate to Analysis Tab and select the Create Calculated Field… option as shown below.

Tableau If Function 2

Once you click on the Create Calculated Field… option, following window will be opened. Here, we renamed the default calculation name as If Exam. And the code is

IF(SUM([Profit]) > 0) THEN 'Performing Good'
END

Tableau If Function 3

Let me add this calculated field to the table (by dragging a field to Rows Shelf) that we created earlier. Please refer Create Table Report article to understand the steps involved in creating a table

Tableau If Function 4

From the above screenshot you can see, it is returning NULL values for the failed condition. To avoid this NULLS you have to use IF ELSE

Tableau If Else Function Example

The Tableau If Else function will test the condition.

  • If the test condition is true, the statement after the THEN keyword will be returned
  • If it is False, statement after the Else keyword will be returned.

Tableau If Else Syntax

The syntax of the If Else in Tableau is as follows:

IF <Expression> THEN <True_statement>
ELSE <False_statement>
END

In this calculation, we are going to check whether the Profit is greater than 0 or not.

  • If the condition is TRUE then, Performing Good will be returned
  • If it is FALSE, Bad Performance is stored in IfElse Exam field

Code that we used below

IF(SUM([Profit]) > 0) THEN 'Performing Good'
ELSE 'Bad Performance'
END

Tableau If Function 5

Let me add this If Else calculated field to the table

Tableau If Function 6

Tableau ElseIf Function Example

The Tableau Else If function is very useful to check multiple conditions. Remember, ELSE IF conditions will only be executed if its previous IF or ELSEIF statement fails.

Tableau ElseIf Syntax

The syntax of the If Else in Tableau is as follows:

IF <Expression1> THEN <True_statement1>
ELSEIF <Expression2> THEN <True_statement2>
ESEIF <Expression3> THEN <True_statement3>
.....
ELSE <False_statement>
END
Tableau ElseIf function will execute the statement in a sequential manner. It will check the first condition,
  • If the condition is TRUE then it will execute the statement after the THEN keyword.
  • If it is FALSE then it will check the Next one (ElseIf condition) and so on and so forth.

Code that we used below

IF(SUM([Profit]) > 6000000) THEN 'Profit'
    ELSEIF(SUM([Profit]) > 0) THEN 'Breakeven'
    ELSE 'Loss'
END

Tableau If Function 7

Let me add this to the existing table

Tableau If Function 8