How to show up/down arrow (shape) based on trend in Tableau?

To implement this, you need to go through the following steps(we will use an example that will count the number of products):

– First, we need to make a calculated field where we would use a boolean expression to determine the amount for 2012 and 2013 as an example.

IF YEAR([DueDate])=2012

THEN [OrderQty]

ELSE 0

END

IF YEAR([DueDate])=2012 – here we specify the condition, the result of which should be TRUE or FALSE

THEN [OrderQty] – if the previous condition is TRUE, then we display data from the [OrderQty] field

ELSE 0 END – if the condition is FALSE, then the result of the logical expression will be 0

– The next step is to calculate Year Over Year Growth; for this, we can write the following simple expression using the calculated field that we did in the previous step:

(SUM([OrderQty 2013])/SUM([OrderQty 2012]))-1

SUM([OrderQty 2013] – this is the amount for the [OrderQty] field for 2013

SUM([OrderQty 2012] – divided by the amount of [OrderQty] for 2012

-1 – this is to show the difference

– At this step, you need to change the format of the numbers that we received in the previous step; for this, you need to right-click on the measure and do the following and  add a custom format for displaying numbers:

         ▲ 0.00%; ▼ -0.00%;

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