Add arrows to show increase or decrease in sales/profit

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How to add arrows and text together to show increase or decrease in sales/profit?
May 16, 2019 in Tableau by priyanka
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1 answer to this question.

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Hi Priyanka,

Follow the below steps:

1. Select the marks pane from Automatic to Shapes.

2. Now create a calculated field to find the difference 

     diff = ZN(SUM([Profit])) - LOOKUP(ZN(SUM([Profit])), -1)

3. Now create a calculated field to group the dimension(orders/regions, etc) into 2 groups as increase and decrease.

    Arrows = IF DIFF> 200 THEN "UP" ELSE "DOWN" END

4. Now add the arrows group in shapes shelf and change the default symbols to arrows by clicking on the shape shelf.

Select Thin arrows in the drop down and select the data item and select the symbol from the symbols on the right side of the window. Then click ok.

Hope it helps.

answered May 16, 2019 by Cherukuri
• 32,440 points

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