Creating a Dynamic Group From a Parameter

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


How to use a parameter to create a dynamic group.


Tableau Desktop 9.X


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
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