Logical Functions
This article introduces logical functions and their uses in Tableau. It also demonstrates how to create a logical calculation using an example.
Why use logical calculations
Logical calculations allow you to determine if a certain condition is true or false (boolean logic). For example, you might want to quickly see if sales for each country you distribute your merchandise to were above or below a certain threshold.
The logical calculation might look something like this:
SUM(Sales) > 1,000,000
Logical functions available in Tableau:
Function  Syntax  Description 
IN  <expr1> IN <expr2>  Returns TRUE if any value in The values in Examples:

AND  IF <expr1> AND <expr2> THEN <then> END  Performs a logical conjunction on two expressions. Example:

CASE  CASE <expression> WHEN <value1> THEN <return1> WHEN
<value2> THEN <return2> ... ELSE <default return> END  Performs logical tests and returns appropriate values. The CASE function evaluates CASE also supports WHEN IN construction, such as
The values that WHEN IN compare to must be a set, list of literal values or combined field. Additional notes
Examples:

ELSE  IF <expr> THEN <then> ELSE <else> END  Tests a series of expressions returning the <then> value for the first true <expr>. Example:

ELSEIF  IF <expr> THEN <then> [ELSEIF <expr2> THEN <then2>...] [ELSE <else>] END  Tests a series of expressions returning the <then> value for the first true <expr>. Example:

END  IF <expr> THEN <then> [ELSEIF <expr2> THEN <then2>...] [ELSE <else>] END  Tests a series of expressions returning the <then> value for the first true <expr>. Must be placed at the end of an expression. Example:

IF  IF <expr> THEN <then> [ELSEIF <expr2> THEN <then2>...] [ELSE <else>] END  Tests a series of expressions returning the <then> value for the first true <expr>. Example:

IFNULL  IFNULL(expr1, expr2)  Returns <expr1> if it is not null, otherwise returns <expr2>. Example:

IIF  IIF(test, then, else, [unknown])  Checks whether a condition is met, and returns one value if TRUE, another value if FALSE and an optional third value or NULL if unknown. Example:

ISDATE  ISDATE(string)  Returns true if a given string is a valid date. Example:

ISNULL  ISNULL(expression)  Returns true if the expression is NULL (does not contain valid data). Example:

MAX  MAX(expression) or Max(expr1, expr2)  Returns the maximum of a single expression across all records or the maximum of two expressions for each record. Example:

MIN  MIN(expression) or MIN(expr1, expr2)  Returns the minimum of an expression across all records or the minimum of two expressions for each record. Example:

NOT  IF NOT <expr> THEN <then> END  Performs logical negation on an expression. Example:

OR  IF <expr1> OR <expr2> THEN <then> END  Performs a logical disjunction on two expressions. Example:

THEN  IF <expre> THEN <then> [ELSEIF ,expr2> THEN <then2>...] [ELSE <else>] END  Tests a series of expressions returning the <then> value for the first true <expr>. Example:

WHEN  CASE <expr> WHEN <Value1> THEN <return1> ... [ELSE <else>] END  Finds the first <value> that matches <expr> and returns the corresponding <return>. Example:

ZN  ZN(expression)  Returns <expression> if it is not null, otherwise returns zero. Example:

Note: Some of these are actually logical operators and appear in black, not blue. For more information, see Operator syntax.
Create a logical calculation
Follow along with the steps below to learn how to create a logical calculation.
In Tableau Desktop, connect to the Sample  Superstore saved data source, which comes with Tableau.
Navigate to a worksheet.
From the Data pane, drag State to the Rows shelf.
From the Data pane, drag Category to the Rows shelf and place it to the right of State.
From the Data pane, drag Sales to the Columns shelf.
Select Analysis > Create Calculated Field.
In the calculation editor that opens, do the following:
Name the calculated field, KPI.
Enter the following formula:
SUM([Profit]) > 0
This calculation quickly checks if a member is great than zero. If so, it returns true; if not, it returns false.
When finished, click OK.
The new calculated field appears under Measures in the Data pane. Just like your other fields, you can use it in onr or more visualisations.
From the Data pane, drag KPI to Colour on the Marks card.
You can now see which categories are losing money in each state.
See Also
Visualise Key Progress Indicators