KNOWLEDGE BASE

Formatting Large Amounts With Millions Marks ($1 M) While Still Displaying Amounts Less than a Million


Published: 23 Mar 2017
Last Modified Date: 26 Nov 2019

Issue

Unable to format text to display millions and lower amounts simultaneously.

Environment

Tableau Desktop 

Resolution

The below calculation can be reviewed in the attached workbook Formatting in Millions.twbx.
Create a calculated field similar to the following:
IF SUM([field]) >= 1000000 THEN "$" + STR(ROUND((SUM([Invoice])/1000000),1)) + "M" 
ELSE "$" + STR(ROUND(SUM([field]),0)) 
END

 
Then add the new calculated field to the Label card. This calculated field returns a string, meaning it will work for labels but cannot be used in any numerical calculations or for totals.
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