KNOWLEDGE BASE

Creating a Dynamic Group From a Parameter


Published: 23 Sep 2015
Last Modified Date: 20 Feb 2018

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, which can be found in the upper right hand corner of the webpage.
  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
Did this article resolve the issue?