Introduction to Tableau and Data Visualization
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Calculated Fields

As mentioned earlier, colour should not be used recklessly to simply make pretty visualizations, but rather it should aim to accomplish a certain task. In this section, we will use a calculated field to highlight a field of interest.

To do so, go to Analysis -> Create Calculated Field. Assign the field a name and call it Highlighter.

Assume the viewer was specifically interested in knowing how well the copiers are doing. In this case, colouring that sub-category will make it stand out. So, in our calculated field, we write:

IF[SubCategory] = 'Copiers' THEN TRUE ELSE FALSE END

Basically, any-subcategory that isn't "Copiers" is categorized as FALSE, whereas "Copiers" is categorized as TRUE.

By dragging this calculated field to the colour mark, Tableau applies a categorical colour scheme. What's FALSE is displayed as blue, what's TRUE is orange, ultimately highlighting the category of interest.

However, what we have right now is very static. The user should have the ability to highlight any sub-category that they're interested in.

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