October 12, 2015
Makeover Monday: State of Connectivity 2014
I guess what bothers me most is that this simple bar chart is completely unreadable. I can’t find any countries unless I use a microscope. I assume this was by design, but I don’t see the value in it.
Of course the data was not provided, so I did a quick Google search and found the data in Wikipedia. I then used the InterWorks Web Data Connector for import.io to extract the data. I blended that with another data set I had of country abbreviations.
I started by recreating the original in Tableau.
Ok, I still can’t read it, but I can hover over a bar at least. I wanted something better, something easier to understand, something people might want to quickly explore. I created this three chart layout which includes a map, bar chart (same as the original, but larger), and a slope graph.
I’m not totally sold that this is complete or great, but it’s definitely better than the original. And remember, I timebox myself on these makeovers, so once I reach my time limit I stop. Rules are rules.
September 8, 2014
Use Axis Rulers for cleaner charts in Tableau
To get this view, all you have to do is make some simple formatting changes. First, format the borders by setting the Pane to None for both the Row Divider and the Column Divider.
Next, go to the Format Lines options and set the Grid Lines to None.
Your chart should now look like this:
The last step is to go back to the Format Lines options and set the Axis Rulers to a line and make them a light gray.
That’s all there is to it! You now have a super clean line chart.
Put several of these together on a dashboard and you really see a big difference.
Download the sample workbook here.
September 12, 2013
Visualizing statistical significance in survey results
- Move fast
- Be open
- Be bold
- Focus on impact
I need to pause for a moment and thank two Tableau Zen Masters for their help and inspiration.
First, thank you to Jonathan Drummey for his help in getting both the manager and company results into the same view. Jonathan taught me about Data Source Filters, which I had never used before. We ended up aggregating the data so that we didn't have to have multiple data sources, but without his help early on, we wouldn't have gotten there.
Second, we need to thank Steve Wexler for his awesome work in visualizing survey results. We based many of our other reports off of work that he's done.
And now back to our regularly scheduled program...
In order to help aid with understanding, here are some tips for how to read and interpret the results:
- The dark bar represents the company in total.
- The colored bar represent the chosen manager's results.
- The width of the bars represents the statistical variation. The manager bar will always be wider than the company bar because there are less results for a manager, thus more less statistical significance.
- The color of the manager bars represents how statistically significantly different they are vs. the overall company results.
- If you see a gap between the company and manager bars, then the difference is statistically significant.
- You can filter by Manager.
- You have three chart types to choose from (more below about them).
- You have three sorting options, which allow you to answer different questions depending on what you want to compare.
The view that Heather showed in our session was the Double Gantt (TM) option. I've provided two other alternatives as well: Candle Gantt (TM) and Dots Gantt (TM).
The Candle Gannt is more or less the same as the Double Gantt, but the company bar is thinner and there are reference lines for the ends. The idea here was to make it look somewhat like a candlestick chart.
The Dots Gantt is nice because it clearly shows the outer ends of the statistical range without concern for the range itself.
I had no idea what to call these types of charts, so the names are simply a combination of the chart types (And they aren't really trademarked. Maybe I should TM them). These are all dual axis charts. Download the workbook and pull the charts apart if you're interested in seeing how they're built.
For those of you that came to our session, we owe you a heartfelt thank you. We appreciated all of the questions, comments and great interaction.
July 11, 2013
Tableau Tip: If you can’t open a Tableau workbook because of the space on your hard drive, Tableau itself may very well be at fault.
The other day I was working on a re-design of a dashboard, taking it from using extracts to using a live connection and making some other design changes that would speed the dashboard up. Naturally I wanted both workbooks open at the same time so that I could work on the new one while maintaining all of the design of the first one.
The packaged workbook is 1.4GB, which basically never finishes downloading from Tableau Server, so you have to get the original author to give it to you on a memory stick. That’s another problem for another day. I opened the workbook and saved it under another name so that I would have two copies. Great!
Then I need to open the original workbook again so that I could see them together. Then…POOF!…Tableau couldn’t open the workbook because it said I didn’t have enough space on my hard drive. Huh? How can I not have enough space if I was able to save the workbook and I clearly have space on my hard drive?
With a bit of research, I was able to locate a TableauTemp folder I never knew existed. It’s located here: C:\Users\<your_name>\AppData\Local\Temp\TableauTemp
Low and behold, there are tons and tons of folders and files in the folder, which totaled over 16GB. Seriously! Go ahead, check yours.
May 2, 2013
Tableau Tip: Creating a primary group from a secondary data source
Mike Roberts, our Tableau consultant from InterWorks was helping one of our users last week and sent along a great tip for creating a field in your PRIMARY data source with a field in your SECONDARY data source.
Step 1: Add ‘Helper’ sheet and drag desired field from your PRIMARY source on to the ROWS shelf.
Step 2: Add matching field from SECONDARY data source and nest it next to the existing field on the ROWS shelf.
Step 3: Right-click the SECONDARY field on the ROWS shelf and select ‘Create Primary Group’.
NOTE: make sure you check the Include ‘Other’ check box
Step 4: Verify the group is now in your PRIMARY data source.
That’s it! You no longer need to blend or use the SECONDARY SOURCE field.
There is one gotcha to be aware of: If a record is added to the dimension you’re grouping in the primary data source, a new person in this example, you will have to regenerate the group or the new person will automatically get put into the “Other” group. Creating a primary group does not dynamically update.
May 24, 2012
Creating an interactive monthly calendar in Tableau is easier than you might think
Dustin’s post does an excellent job of taking you through creating a calendar viz step-by-step. But I felt it fell a bit short in the end since you didn’t actually see a calendar. Dustin’s end product looks like this:
Ok, let’s get to it.
Step 1 – Create a list of dates in Excel and open the data in Tableau.
Step 4 - Right-click drag the Date field onto the Row shelf and choose the WEEK(Date) discrete format
Your view should look like this:
Step 5 – Clean up the view a bit by right-clicking on the Date label and choosing Hide Field Labels for Columns
Step 6 – Right-click on the WEEK(Date) pill on the Rows shelf and uncheck Show Header
Your view should look like this:
We’re getting close!
Step 7 – Right-click drag the Date field onto the Text shelf and choose DAY(Date)
Step 8 – Align the Text to the top right, center the header for the WEEKDAY(Date (copy) field, re-size the view a bit and we now have a beautiful calendar.
Ok, sweet, we have something that looks exactly like a calendar, but so what? This doesn’t tell us anything.
Consider that you want to see the profit ratio for your sales (or any other metric) displayed on each day as a color. This is where data blending comes in handy.
Step 9 – Connect to the Superstore Sales data source (or any other data you want to use, as long as it has a date field)
Step 10 – Create the data blending relationships. Go to the Data menu and choose Edit Relationships. You will need to create these Custom relationships:
Step 11 – Create a calculation for Profit Ratio by right-clicking on any field and choosing Create Calculated Field
Step 12 – Drag the Profit Ratio measure onto the Color shelf
That’s it! You must admit this is pretty cool.
Note that Tableau defaults positive and negative colors to the Red-Green palette; you might want to change it for those color blind folks out there (and to keep Steve Wexler off your back).
If you want to take it a couple steps farther, you could show the quick filter for the MY(Date) field, create a parameter to allow for any of several metrics to be chosen, and on an on to make it a truly interactive analysis.
In the version embedded below, I changed the color palette to Red-White-Green so that those days without any sales would be white instead of gray.
Try this with your own data. I bet your users will find this incredibly useful, especially as a performance monitoring tool.






