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Creating a Dynamic Group From a Parameter


Published: 23 Sep 2015
Last Modified Date: 08 Sep 2016

Question

How to use a parameter to create a dynamic group.

Environment

Tableau Desktop 9.X

Answer

The following instructions can be reviewed in the attached workbook.
  1. Create a Parameter and select the data type & Allowable Values
  2. Create the calculated field: 
    IF { Fixed [Customer Name] : SUM(Sales) } >= [Parameter] THEN [Customer Name] Else "Other" END
  3. Add the calculated field to the rows shelf
  4. Add SUM(Sales) to Details
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