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March 11, 2024

#MakeoverMonday 2024 Week 11 - Housing Vacancies in America

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This week I decided to turn Makeover Monday into a Workout Wednesday of sorts. I wanted to try a technique I haven't used in a while...showing elements on either side of a rank and filtering out the rest.

Want to give it  a try? Get the data here.

Requirements:
  1. Size - 1000x475
  2. Max 4 containers; no tiled containers allowed
  3. Filter out Alaska, Hawaii and Puerto Rico
  4. Clicking on a MSA in the map highlights the MSA in the map and bar chart and changes the MSAs that are displayed in the bar chart
  5. The bar chart shows the rank of the MSA for the metric selected.
  6. There should always be 11 bars (though I didn't test the lowest rank).
  7. The label on the end of the bar and in the map reflect the formatting of the measure selected (i.e., either whole numbers or a percentage to one decimaal).
  8. Include an option to change the measure and to change the number of MSAs on the map.
  9. Create a mobile view
  10. NO LODS!

Have fun! 

March 8, 2024

Visualizing Time Series Data in Tableau

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Last night I was invited to speak at the Chicago Tableau User Group about visualizing time series data. Other than spatial data, time series data is my favorite to visualize. 

There seem to be endless methods for making time series data useful for analysis. Check out this video for 60ish ways to visualize time.

I had a 20 minute slot to present and, of course, I ran over time. I seem to do this with every session I run lately. Be it training for Next-Level Tableau, presenting at events, or running a livestream, I get into a groove and don't want to stop.

I was able to create 14 vizzes in 20+ minutes. I added an extra in this workbook to make the dashboard format nicely.

Click on the image below to download the workbook and dissect it. Get the data here to follow along. 

Have fun! 

March 6, 2024

What does Level of Detail mean in Tableau?

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If you’re serious about learning Tableau, you must understand the level of detail of the view. Another way to think about it is the level of granularity.

This is essential for ensuring you know the aggregations that Tableau will perform as this will impact your analysis.

Here's a guide to help you:

March 5, 2024

11 Steps to Create KPIs & Sparklines in the Same Sheet in Tableau

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Want to cut the number of sheets you need in your KPI dashboard in half? These 11 simple steps will get much closer.

Steal the calcs to speed up your work.

P.S. If you like tips like this, remember to follow me on LinkedIn so you're notified about everyting I post. Content curated just for you, 3 times daily.

February 26, 2024

How I Create a Beeswarm Chart in Tableau

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Beeswarm charts a one method of showing distributions in a data set. I show you how to create one in this #MakeoverMonday livestream.

Download the workbook  |  Download the data



January 8, 2024

Step-by-Step Guide to Building a Beautiful Bump Chart in Tableau

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We all create charts we know *could* be better.

Here's how to make your next bump chart look like magic 🤯

Tableau is incredible for creating bump charts...

But 99% use shortcuts which don't look great. 

Here's my secret:

It all comes down to the small details.
Each step has to be done right to get the view you want.

Most people don't follow these steps.

And even more don't know how to make it look great...

I'm going to show you how.

In this tip, I give you specific step-by-step instructions to get your bump chart to look just right.

👀 Do you want a copy of my viz? 👀

You got it!

Send a DM on LinkedIn saying CHART MAGIC! and I'll send you a PDF of the instructions AND the workbook for you to use for FREE.

November 14, 2023

Harnessing Histograms for Data Analysis in Tableau

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Explore the full spectrum of data visualization with Tableau histograms and the Data Guide feature! 

This comprehensive video tutorial takes you on an exploratory journey from the basics of histograms to the advanced insights offered by Tableau's Data Guide.

In this instructional video, you will:

- Grasp the concept of histograms and their role in revealing data distributions.

- Tailor bin sizes and intervals in Tableau for customized data analysis.

- Utilize Tableau's Data Guide to enhance your understanding and interpretation of histograms.

- Apply your knowledge for practical learning.

Additionally, I'll walk you through the Data Guide in Tableau - a powerful feature that aids in decoding your data's story, ensuring you're not just seeing data but truly comprehending it.

By the end of this tutorial, you'll not only master the creation of histograms in Tableau but also leverage the full potential of the Data Guide to make informed decisions.

Download the workbook here.

October 31, 2023

How to Create a Year→Quarter→Month→Day Drilldown in Tableau

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Are you looking to take your Tableau skills to the next level? Do you want to create dashboards that offer a dynamic and interactive experience? 

Look no further! 

This comprehensive tutorial will walk you through the process of creating a Year→Quarter→Month→Day Drilldown in Tableau.

🔹 What You'll Learn:

1. How to set up 2 parameters for drilldown functionality

2. How to perform 9 simple calculations that power your dashboard

3. How to implement 8 simple dashboard actions for enhanced interactivity

4. Introduction to dynamic zone visibility

🔹 Who Should Watch:

1. Data analysts looking to expand their Tableau toolkit

2. Business intelligence professionals aiming for dynamic reporting

3. Anyone who wants to unlock the full potential of Tableau

🔹 Why This Tutorial is Unique:

1. Step-by-step guide for each component: Parameters, Calculations, and Dashboard Actions

2. Introduction to advanced Tableau functionalities like dynamic zone visibility

3. Reusable examples to cement your understanding

4. Tips and tricks for maximizing the utility of your drilldowns

Don't miss out on upgrading your Tableau skills. 

Let's dive into the world of advanced Tableau functionalities and take your dashboards to the next level! 

October 24, 2023

Master Containers: Build an Interactive Tableau Dashboard From Scratch

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In this video you will learn step-by-step how to create an interactive Tableau dashboard. 

We'll start with a 2 datasets:

1. Beverage sales
2. Custom shape for US states

I will show you how relationships work in Tableau to combine these two datasets.

Once we create the data set, we'll build all of the charts we need, create a parameter, and apply the filters.

We’ll create:

1. Summary key figures (KPIs)
2. A custom map of the US
3. A monthly breakdown as a line chart
4. Two bar charts for products and customers

Lastly, we'll make the dashboard dynamic and interactive using different filter types and a parameter and make sure everything updates automatically.

As a bonus, you’ll learn a lot about working with containers in Tableau.

Resources:
1. Data
3. Workbook (or click the image below)


October 17, 2023

Enhancing Tableau Drill-Downs: Use LODs in Hierarchies

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Have you ever felt your drill-downs could be more insightful? Dive into this tutorial to see the magic of LOD expressions within hierarchies. 

This will help us unlock deeper insights and makes data exploration even more insightful. 

Whether you're well-versed in Tableau or just looking to level up your skills, there's something here for everyone. 

Get the workbook - Link

The End of an Era: Watch Me Viz's Decline Unveiled

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That's a wrap. Watch Me Viz has retired, for good. 

This week's data was about the performance of all of the WMV livestreams. There was some incredible viewer participation, which ultimately led to this viz that explains why WMV should quietly disappear.

Check out the livestream below.



October 10, 2023

Fix Your Broken Worksheet Actions in Tableau Dashboards

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Ever wonder why your worksheet actions don't seem to play nicely when incorporated into a Tableau dashboard? You're not alone! 

Everyone that starts using Tableau faces this hiccup, often leading to unnecessary hours of troubleshooting. 

The answer is simpler than you think: change the worksheet action to a dashboard action! 

In this tutorial, I'll walk you through this straightforward switch, step-by-step. 

This will save you loads of time and frustration.


October 9, 2023

Behind the Chart Redesign: Retail Investment Step-by-Step Makeover

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Catch up on my latest #MakeoverMonday Watch Me Viz. I dive into a step-by-step redesign of Visual Capitalists "What are Retail Investors Interested in Buying in 2023?" chart. 

Starting with an overview of the original visualization, I review the gaps and areas for improvement. Why was a makeover necessary, and what potential did we see? 

The livestream walks you through the entire transformation process, from the initial critique to the final touches. 

Expect to uncover advanced design techniques and gain insights into the strategic thought process behind each decision. 

Whether you're an aspiring designer or a seasoned data analyst, this step-by-step makeover promises valuable takeaways for all. 


October 3, 2023

Master Dynamic Zone Visibility in Tableau: Yearly to Monthly Calendar Drill Down

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Welcome to this comprehensive tutorial on creating a Yearly to Monthly Calendar Drill Down using Dynamic Zone Visibility in Tableau.

📌 What You Will Learn

In this video, you'll discover how to use Tableau's Dynamic Zone Visibility feature to effortlessly switch between yearly and monthly calendar views. If you've been looking to add more flexibility and dynamism to your Tableau dashboards, this tutorial is designed for you.

🔑 Key Takeaways

- Understand the concept of Dynamic Zone Visibility
- Set up a yearly calendar view in Tableau
- Implement drill-down functionalities to transition to a monthly calendar view
- Practical tips and tricks for optimizing your Tableau dashboards

🔗 Additional Resources

- Data
- Workbook


September 26, 2023

Dynamic Drill-Down from Monthly to Daily Data Using Set Actions

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Unlock the power of Tableau's Set Actions to enhance your data visualizations! 

In this in-depth tutorial, I'll walk you through a step-by-step guide on how to create an interactive chart that allows users to drill down from monthly to daily data by simply clicking on a month. 

Ideal for analysts, business intelligence professionals, and anyone who wants to level up their Tableau skills.

What You'll Learn:

- How to set up Set Actions in Tableau

- Create interactive charts for effective data exploration

- Best practices for visualizing monthly and daily data

Who This is For:

- Data Analysts

- Business Intelligence Professionals

- Tableau Beginners and Enthusiasts

Prerequisites:

- Basic understanding of Tableau Desktop

Resources:

- Download the sample workbook: https://public.tableau.com/app/profile/andy.kriebel/viz/MonthtoDayDrillDown/Sheet1

- Data: https://data.world/vizwiz/sample-soda-sales

- Tableau official documentation on Set Actions: https://help.tableau.com/current/pro/desktop/en-us/actions_sets.htm


September 19, 2023

Mastering 4-Level Map Drill Downs in Tableau

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If you've enjoyed my previous tutorials on 2-level and 3-level drill downs in Tableau, prepare to take your skills to the next level. 

I've got something unique for you: a step-by-step guide on creating a 4-Level Map Drill Down in Tableau!

What You'll Learn:

- How to drill down from a region to a state

- How to further drill down from a state to a county

- Finally, how to drill down from a county to a city

Prerequisites:

This is an advanced tutorial. Make sure you're comfortable with Tableau basics and have seen my 2-level and 3-level drill down videos.

Previous Videos:

2-Level Drill Down Tutorial

- https://www.vizwiz.com/2022/08/two-level-drill-down.html

- https://www.vizwiz.com/2023/06/map-drill-down.html

3-Level Drill Down Tutorial

- https://www.vizwiz.com/2023/08/dzv-drilldown.html

Links & Resources:

Workbook - https://public.tableau.com/app/profile/andy.kriebel/viz/4-LevelMapDrilldown/MapDrilldown 


September 12, 2023

How to Calculate Weekday-Only Sales in Tableau

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Have you ever wondered how to compare sales performance between two sets of weekdays? 

In this video, I'll show you how to calculate and compare sales for the last 10 weekdays against the prior 10 weekdays—all while excluding weekends. 

What You Will Learn:

  1. Setting up your data source for comparison
  2. Creating calculated fields for two sets of weekdays
  3. Configuring table calculations to get only the days you need
  4. Filtering out weekends from both data sets
  5. Implementing advanced date functions for comparison
  6. Visualizing and comparing sales for both sets of weekdays

Background Context:

Tableau enables you to conduct intricate data analyses, but comparing specific sets of weekdays can be tricky. This tutorial simplifies that process, focusing on comparing the last 10 weekdays' sales with the 10 weekdays preceding them.

Assumptions:

  1. You have a foundational knowledge of Tableau.
  2. Your sales data contains date information.
  3. You've previously worked with calculated fields in Tableau.

Related Videos:

  1. Tableau for Beginners: Link
  2. Everything you need to know about table calcs: Link

Resources:

  1. Workbook & data: Link


#MakeoverMonday Week 37 - First time home buyers in the UK are being shut out of the market

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Have you ever heard of the "sunken cost fallacy"? If you haven't, it is where you continue a task based on previously invested resources, such as time, despite new evidence suggesting that the cost, beginning immediately, outweighs the expected benefit.

This is what nearly happened to me during Watch Me Viz. I was convinced I had created the perfect chart. That is, until comments started coming in to the contrary. I had gotten so fixated on this one chart that I thought all other ideas were inferior.

I snapped out of it eventually and turned my attention to another chart that told the story much better.

The lesson learned: be careful of, and attuned to, sunken cost.

With that, here's Watch Me Viz for you to follow along and learn lots about Tableau.


September 5, 2023

60 Unique Ways to Visualize Time in Tableau

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Unlock the full potential of time series data in Tableau with this comprehensive tutorial! 

Time series data is everywhere—from finance and healthcare to marketing analytics, but are you utilizing it to its fullest? 

In this session, I walk you through 60ish unique ways to visualize your time-based data, helping you draw richer insights and tell more compelling stories. 

Ideal for both newcomers and seasoned Tableau experts.

🔗 RESOURCES
Sample data & workbooks


September 4, 2023

28 Charts in 60 Minutes - Forbes Cloud 100: Companies Scaling Up and Scaling Down

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How many people power the Forbes Cloud 100? Is there a correlation between company rank and employee size? Have they expanded or contracted.

Learn how to build 28 charts in 60 minutes that compare two years.