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December 8, 2020

#TableauTipTuesday: How to Sort a Chart with a Parameter Action

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In this tip, I show you how to use a parameter action to sort a stacked bar chart. This technique can also be applied to other chart types.

There are seven steps:

  1. Build the chart
  2. Create a parameter
  3. Create a calculated field to sort the bars, then sort the Region field.
  4. Create de-highlight calculated field and place it on the Detail shelf
  5. Create a Parameter Action
  6. Create a Highlight Action
  7. Turn on Animations

References:


December 1, 2020

How to Create an Evenly Distributed Butterfly Chart

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A Butterfly Chart is (typically) a bar chart where two sets of data series are displayed side by side. The purpose is to allow you to compare the two data series across a dimension. 

Here is an example of a butterfly chart I created for Makeover Monday.


Notice how I have zero at the center and the scales are the same on either side of zero. This helps show how the chart "leans" to one side or the other.

The comparisons would be more difficult to see if the left and right hand sides of the butterfly did not have the same axis scale. In this video, I show you how two examples for creating a butterfly chart.

November 24, 2020

How to Create a Combination Bar Chart & Candlestick Chart

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In a recent Makeover Monday #WatchMeViz, I showed how to create a bar chart to compare two measures and then add a candlestick chart as well to show the difference between the two measures. It's actually quite simple; it requires some knowledge of:

  1. How Measure Names and Measure Values work together
  2. How to create a combined axis chart
  3. How to create a dual axis chart
  4. How to create a Gantt chart

In this video, I show you how to do just that. Enjoy!

November 23, 2020

#MakeoverMonday: America Needs to Pay Its Bills

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Today's Makeover Monday marked my 1,000th viz published to Tableau Public. I must say that I'm pretty proud of myself. This feels like a pretty big milestone in my career. I wonder how many hours I've spent using Tableau in my life.

Thank you for all of your support and encouragement along the way. Tableau wouldn't be anything without the Community.

Let's get to week 47. The visualization comes from Visual Capitalist.


What works well?
  • The bar/line combination charts work well since they are on the same scale. This also makes them easier to distinguish.
  • Choosing colors that match the American flag (I'm assuming that was intentional)
  • Making 2020 a slightly different shade of red
  • Title is clear
  • Text callouts add useful context
  • Big numbers to show the most recent values

What could be improved?
  • The 2020 bars are at the quarterly level, but the remaining bars are by year. Is it the end of the year? The start of the year? That could easily lead to confusion. Keep it as a consistent time scale.

That's about it. Overall, it's pretty well done.

During this week's #WatchMeViz, I iterated through 16 different charts before settling on a connected scatterplot. I created a tornado chart that I really, really wanted to make work, but I didn't quite get there. 

My goals:
  • Compare debt to GDP
  • Show the debt to GDP ratio
  • Show when the debt to GDP ratio exceeded 100%
  • Highlight important milestones that led to the largest increases

I find that I nearly always end up with a simple chart. I don't know why. I do know I don't like complicated though. I bet 90% of my vizzes are bars, lines, scatterplots, heatmaps, and maps.

Click on the viz to view on Tableau Public.

November 17, 2020

How to Create a Single Column Hierarchy Drill Down Drill Up with Parameter Actions

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Twice recently I've used parameter actions to create a single column drill down and drill up to mimic a hierarchy. 

  1. HR Analytics KPI Dashboard (Viz • Blog post)
  2. Makeover Monday Week 46 (Viz • Blog post)

Many of the examples of drill down you've probably seen so far use either set actions or parameter actions to create an additional column. The drawback is that you end up with an extra column that only has values when you drill down.

In this example, I show you how to use only ONE column to mimic drill down / drill up functionality. In total, it requires 2 parameters, 4 calculate fields, and 2 parameter actions. I find this method much more intuitive to the user. 

Let me know what you think or how you put it into practice. Enjoy!

November 12, 2020

How I Use Layout Containers (Part 2) - HR Analytics KPI Dashboard

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In this second live stream demonstration of how to effectively use layout containers, I got into an ever so slightly more complex use case, particularly with the header section and how to use shading and padding. Check out the first video and dashboard about social media KPIs here.

The dashboard being rebuilt is based on data from this Excel dashboard - https://exceldashboardschool.com/hr-analytics-dashboard/

I started by building a wireframe to show how I would use each container.



Click on the image below the video (or here) for the interactive version. You can then download it from Tableau Public and rebuild it yourself. Enjoy!


November 10, 2020

How I Use Layout Containers (Part 1) - Social Media KPI Dashboard

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Layout containers are super useful, if you understand the concept for how to use them. In this livestream, I build a simple KPI dashboard of social media metrics.

The dashboard being rebuilt is based on this Excel dashboard - https://exceldashboardschool.com/social-media-dashboard/

I started by building a wireframe to show how I would use each container.



From there, I started constructing the dashboard. If you want to follow along, you can download the data here.

The link to the video below by Curtis Harris was a game changer for me as to how I understood Tiled vs. Floating. I can't recommend it enough. It's a big influence on every dashboard I create.

Resources:

1. Things I Know About Tableau Layout Containers by Curtis Harris - https://youtu.be/L1gC05jyMS8
2. Practice: Workout Wednesday 2018 Week 51 - http://www.workout-wednesday.com/week-51-container-fun/

Click on the image below the video for the interactive version.


#TableauTipTuesday: How to Reorder a Stacked Bar Chart with Set Actions

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One of the drawbacks of stacked bar chart is that it can be difficult to see the contribution to the total for any sections of the bar except the bottom. In this tip, I show you how to click on any portion of a bar to move it to the bottom of the stacked bar chart, thus making it easier to understand its contribution.

October 28, 2020

How to Create a Venn Diagram

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Venn diagrams (also called Set diagrams or Logic diagrams) use overlapping circles to illustrate the logical relationships between two or more sets of items. They depict how things relate to each other within a particular segment. 

For example, how many customers made purchases in the East region, in the West region, and in both regions? 

Where the circles overlap, you display text or a value the represents the value associated with the relationship.

I created a Venn diagram for my Visual Vocabulary and while teaching how to create it, I thought of a much simpler way to create them. All of the versions you see online (and the version in the Visual Vocabulary) require you to:

  1. Create sets
  2. Evaluate how many things are in each set as an aggregate
  3. Align the circles according to these values
  4. Create a calc to display the text for the overlap with a computed set

In this video, I show you how to create a Venn diagram with one simple calculation for the placement of the circles (a continuous dimension), a dummy field for the middle text, and one LOD to count the things that overlap.

No sets required! It's super simple, I promise! I also show you why the LOD calculation works that counts the things in the overlap. 

Enjoy!

October 26, 2020

#MakeoverMonday 2020 Week 43 - #WatchMeViz - Apparel Exports to the U.S.

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For #MakeoverMonday week 43 we analyzed data about apparel exports to the US during the Coronavirus pandemic. In this session of #WatchMeViz, I showed 28 different ways to visualize time series data (there are way more) before we all settled on a viz that's basically the same as the original and looks nicer.

Subscribe to my YouTube channel here to get all of my latest Tableau Tips and notifications for upcoming live streams.

Show Notes / References:

  1. Data Set - https://data.world/makeovermonday/2020w43-apparel-exports-to-us
  2. Tableau Reference Guide (incredible repository of thousands of Tableau tips) by Jeffrey Shaffer - http://www.tableaureferenceguide.com/
  3. How to Shade Between Two Lines with Polygons by Rody Zakovich - http://www.datatableauandme.com/2017/08/how-to-shade-between-2-lines-in-tableau.html
  4. Title Capitalization - https://capitalizemytitle.com/