How to convert sub category values to column in tableau text tables

Question

I am new to tableau. I have data as below:

Category1	Subcategory1	AmountType	Amount
ABC	Sub1	Actual	100
ABC	Sub1	Budget	200
PQR	Sub2	Actual	300
PQR	Sub2	Budget	400

I want to convert it like:

Category1	Subcategory1	Actual	Budget
ABC	Sub1	100	200
PQR	Sub2	300	400

Can anyone help me with how this can be done?

Thanks in advance.

score 1 · Answer 1 · answered Aug 18 '21 at 08:07

Create 2 calculated fields as below.

Actual =

IF [AmountType] = "Actual"
    THEN [Amount]
ELSE
    0
END

Budget =

IF [AmountType] = "Budget"
    THEN [Amount]
ELSE
    0
END

The data would look like

Category1	Subcategory1	AmountType	Amount	Actual	Budget
ABC	Sub1	Actual	100	100	0
ABC	Sub1	Budget	200	0	200
PQR	Sub2	Actual	300	300	0
PQR	Sub2	Budget	400	0	400

Tableau Prep can also be considered to pivot the data.

1 Answers1