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February 25, 2026

How to Build a Quadrant Chart in Tableau | Step-by-Step Tutorial

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In this lesson, I walk through how to build a quadrant chart (4-quadrant scatterplot) in Tableau.

Quadrant charts are one of the most effective ways to compare performance across two measures and quickly identify outliers, opportunities, and risk areas.

In this example, we’re analyzing:

- Profit Ratio
- Average Discount

At first glance, a scatterplot shows the relationship.

But once you add quadrant segmentation, the insight becomes much clearer.

You can instantly see:

- High profit / Low discount performers
- High profit but heavily discounted items
- Low profit / Low discount products
- Low profit / High discount problem areas

Inside the video, I’ll walk you through:

- Creating a Profit Ratio calculation
- Building the base scatterplot
- Adding average reference lines
- Splitting the view into four quadrants
- Categorizing marks based on performance
- Two different ways to build the quadrant chart

This is a foundational analysis technique you can apply to product performance, customer segments, sales teams, marketing channels, and more.

Download the Workbook + Dataset

You can download the workbook and dataset used in this lesson here:
👉 https://nlt.kit.com/quadrant

If you want to go deeper than individual chart techniques, this is exactly the kind of real-world training we focus on inside Next-Level Tableau.

Live classes.
Real use cases.
Advanced techniques you can apply immediately.

Learn more here:
👉 https://www.nextleveltableau.com/


February 18, 2026

How to Use Split, Custom Split, and Replace in Tableau

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In this lesson, I walk through three of the most useful text functions in Tableau for cleaning and transforming string data:

• Split
• Custom Split
• Replace

We use a real-world example based on U.S. county data.

At first glance, it looks simple. You might just want to remove the word “County” from your geographic names.

But then you hit real data.

Louisiana uses “Parish.”
Other regions have different naming conventions.
And suddenly, a simple clean-up task requires more thought.

Inside this video, I’ll show you:

• When to use Split vs Custom Split
• When Replace is the better option
• How to handle inconsistent naming conventions
• Practical tips for cleaner geographic data
• How small text changes impact downstream analysis

This is the kind of data prep work that makes the rest of your dashboard development much easier.

You can download the workbook and dataset used in this lesson here:

If you’re serious about leveling up your Tableau skills, this is exactly the kind of practical training we go deeper on inside Next-Level Tableau.

Live classes.
Real use cases.
Advanced techniques you can apply immediately.

Learn more here:



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To go deeper, check out my courses:
→ Tableau Starter Kit - A beginner-friendly course designed to help you understand Tableau quickly - https://www.nextleveltableau.com/starterkit

→ Tableau Core Concepts - A comprehensive, self-paced course for Tableau users ready to level up - https://www.nextleveltableau.com/tcc

→ Join Next-Level Tableau - My most comprehensive Tableau program to help analysts become industry leaders, with the support of a like-minded community, and 1-to-1 help from me - https://www.nextleveltableau.com/

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