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Since your Tableau data has Products, Revenue, and Cost in the same column, with the same years, we need to aggregate each data type correctly and format Products as a number and Revenue/Cost as dollars.
I'll assume your data is structured like this:
Year Data Type Value
2023 Products 150
2023 Revenue 25000
2023 Cost 10000
2024 Products 200
2024 Revenue 30000
2024 Cost 12000
Step 1: Create three calculated fields
In Tableau Desktop, right-click the Data pane → Create Calculated Field.
1. Total Products
SUM( IF [Data Type] = "Products" THEN [Value] END )
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2. Total Revenue
SUM( IF [Data Type] = "Revenue" THEN [Value] END )
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3. Total Cost
SUM( IF [Data Type] = "Cost" THEN [Value] END )
Right-click each calculated field.
Select Default Properties → Number Format.
Choose Currency (Standard) or Currency (Custom).
Select $ and the desired decimal places.
Examples: $25,000 and $10,000
Step 3: Display the results by year
For a simple table:
Drag Year to Rows.
Drag Measure Names to Columns.
Drag Measure Values to Text on the Marks card.
Filter Measure Names to show only Total Products, Total Revenue, and Total Cost.
Your output will look like this:
Year Total Products Total Revenue Total Cost
2023 150 $25,000. $10,000
2024 200 $30,000. $12,000
You can also use three KPI cards or separate charts.
Important: What if you need one combined column?
If you want a single displayed measure that automatically shows Products as 150 and Revenue/Cost as $25,000, Tableau's standard number formatting cannot apply different numeric formats to different categories within one measure.
You can create a display-only calculated field:
IF [Data Type] = "Products" THEN STR(INT(SUM([Value]))) ELSE "$" + STR(ROUND(SUM([Value]), 2)) END
However, this expression may trigger an aggregate/non-aggregate error because [Data Type] is row-level while SUM([Value]) is aggregated. For a reliable solution, use separate measures as above, or create a carefully designed aggregated string calculation based on the dimensions in your view.
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