I have a field in my dashboard called outcome
that displays the performance results for a doctor's office for multiple measures. A majority of the outcome
values are rates and should be displayed as percentages. Unfortunately, there are two outcome
s, "Utilization Management: Measure 3" and "Utilization Management: Measure 5" that are NOT rates, but actually number values.
Is there a way to display the outcome
field in my table so that all 'Measures' that are NOT "Utilization Management: Measure 3" or "Utilization Management: Measure 5" get displayed as percentages, while the two aforementioned measures are displayed as number values?
Please do not get hung up on the appropriateness of combining rate and number values in the same field, as I've tried to have that conversation with my customer...they are insistent on this display ability and will not let it through UAT without it. Thanks.
Same question posed and packaged workbook attached for reference here.
I took a look at your workbook. It seems that it is not possible to dynamically format values. There is a feature idea here: https://community.tableau.com/ideas/1411 which I believe would allow you to do what you want.
One approach is to define a string valued calculated field that makes the number format part of the calculation logic. This solution does not play well with Measure Names and Measure Values, since you can't put string valued measures on the Measure Values shelf. But you can still build the view your customer wants, with a little effort.
First create a static set based on your field [Measure] (confusing choice of field name, by the way. You have a dimension named Measure.). Call it [Percentage Measures] and check off the ones you want displayed as percentages.
Then for each of your numeric measure fields that you want treated this way, make a corresponding calculated field that looks something like:
if attr([Percentage Measures]) then
str(round(sum([outcome]) * 100, 2)) + "%"
else
str(round(sum([outcome]),3))
end
This approach assumes you will use your calculation on views where your dimension named [Measure] is on some (non-filter) shelf. Adjust the round() function arguments as desired