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Showing posts with label comparison. Show all posts

January 22, 2025

L-Shaped Bars: The Chart You Didn't Know You Needed

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In this Tableau tutorial, I’ll walk you through how to create L-shaped bar charts, a unique and visually way to display your data, perfect for giving your dashboards a fresh, modern look.

You’ll learn:

- How to connect and prepare your data using Superstore and custom point files.
- Creating relationships and calculated fields to build the L-shaped structure.
- Using Tableau’s Map Layers feature to add detail and customization.
- Formatting and finalizing your chart for dashboards.

Whether you’re impressing stakeholders or sharpening your Tableau skills, this step-by-step guide has you covered!

Resources:
🔗 Point data files
🔗 Tableau workbook


P.S. Want to become an advanced Tableau user?

Unlock your full potential with Next-Level Tableau, the ultimate training program for Tableau users. Gain access to expert-led tutorials, live sessions, and a supportive community designed to help you master advanced skills, create stunning dashboards, and achieve your career goals. Learn more and take your Tableau skills to the next level today at nextleveltableau.com.

Unsure? Sign up for my free course at starter.nextleveltableau.com.

May 25, 2024

How to Create a Dot Strip Plot in Tableau

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Dot strip plots help visualize the frequency and distribution of small, discrete data sets. Dots placed in order on a strip are a space-efficient method of laying out ranks across multiple categories.

May 1, 2024

Which chart should you use for your analysis?

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Over on Tableau Public, Judit Bekker create this fantastic directory of charts to help you pick the one that's most appropriate for your analysis.

Check it out below.

April 18, 2024

Which chart would you like to show?

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Beginners and advanced designers alike get stuck deciding which chart is right for their data. Next time you're stuck, try this chart guide by Damola Ladipo.

Check it out on Tableau Public here. Click the image below for a hi-res version to print.

April 10, 2024

11 Ways to Compare Two Measures

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I don't believe in complexity in data visualization. I stick with simple charts when you needs to compare measures to add context.

Tableau workbook here.

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


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.



August 15, 2023

An 8-Chart Guide to Dashed Lines in Tableau

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In this tip learn when to use of dashed lines. Through this video, I'll walk you through 8 distinct examples, demonstrating the effectiveness and clarity that dashed lines can bring to your data representation:

  1. Line Chart with Dashed Elements: Understand the basics of creating dashed lines.
  2. Multiple Lines Differentiation: Explore how to distinguish multiple measures using varied dashed patterns.
  3. Line/Area Chart Combination: Integrate dashed lines with filled areas.
  4. Comparison to a Moving Average: Learn how dashed lines can contrast raw data against its moving average, helping in trend analysis.
  5. Current Year vs. Prior Year: Used dashed lines to make year-on-year comparisons.
  6. Combination Chart: Combine several chart types, using dashes to maintain clarity.
  7. Barbell Chart Analysis: Learn how dashes can link data points in a barbell chart, highlighting change and consistency.
  8. Forecast vs. Actuals: Create a forecast with dashed lines.


July 4, 2023

Create 10 ACTIONABLE & IMPACTFUL KPIs in Tableau

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What is a KPI?

KPIs are measurable values that indicate how well a business is performing in achieving its key objectives and goals. They provide a clear and concise snapshot of critical areas within a business.


KPIs help to:

  • Monitor progress

  • Identify areas of improvement

  • Make data-driven decisions


In order to do this, KPIs must be tailored to specific goals and strategies.


Making KPIs Actionable

Here are 8 suggestions to ensure that KPIs are actionable and impactful.

  1. Align with business objectives

  2. Focus on relevance and simplicity

  3. Set measurable targets

  4. Collect accurate and timely data

  5. Visualize your KPIs

  6. Regularly review and update

  7. Add context

  8. Drill down


Actionable KPIs are vital for measuring performance and achieving results. You can drive your business forward by aligning data with goals and simplifying and visualizing KPIs effectively


Read more about KPIs in my newsletter here. Sign up so you don't miss any future newsletters at andykriebel.com.


⏬ DOWNLOAD the data, and starter and solution workbooks here. I would appreciate your support to continue making videos for you.

January 31, 2023

How to Calculate Day over Day Change Excluding Weekends

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In a previous tip, I showed you how to calculate day over day change and build 3 KPI cards.

However, this does not cover the case when you need to ignore weekends. In this #Tableau tip, I show you how to calculate daily change excluding the weekends.

You can copy/paste the calculations from below the video. Enjoy and good luck!


Calculations

  1. Latest Day
    {MAX([Order Date])}

  2. Weekday for Latest Day
    DATEPART('weekday',[1. Latest Day])

  3. Sales for Latest Day
    INT([Order Date]=[1. Latest Day])*[Sales]

  4. Previous Day
    IF [2. Weekday for Latest Day]=2
    THEN [1. Latest Day]-3
    ELSE [1. Latest Day]-1
    END

  5. Sales for Previous Day
    INT([Order Date]=[4. Previous Day])*[Sales]

  6. DoD Change
    SUM([3. Sales for Latest Day])-SUM([5. Sales for Previous Day])

  7. DoD Change %
    [6. DoD Change]/SUM([5. Sales for Previous Day])

  8. Positive Change
    [7. DoD Change %]>0

December 8, 2022

How to Conduct Customer Retention & Cohort Analysis

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In this tip, I’m going to show you how to analyze customer retention and conduct cohort analysis in Tableau.

With cohort analysis you group your users based on a shared characteristic to better track and understand their behaviors. Cohort analysis is typically used to understand customer churn or retention.

Cohort analysis is nearly always done for an app launch.
  • First, down the view, the users are divided into cohorts based on when they first installed the app
  • Then, across the view, the users are tracked for 10 days after the launch to see who continued to use it.

Comparing these two groups allows us to see when users are churning so that we can then investigate why.


November 4, 2022

Tableau Charts: Comparison to Budget & Prior Year

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Are you looking for ways to improve how you visualize comparisons between 2 to 3 performance measurements in Tableau? 

In many performance monitoring dashboards, you need to make comparison of actual values to budget or target. In this video, I will show you effective ways of making these comparisons. 

I will also show you how to compare your performance to prior year (PY) to see if performance is improving year over year. 

One thing you'll notice in these examples is the consistent use of color. Make sure your metrics use the same colour throughout your dashboards, reports and worksheets. The colors should be easy to differentiate. 

I have 4 designs that you can apply to make any comparison look better and easier to understand. 

Download the workbook for a bonus 5th chart type that compares these three metrics over time.




October 25, 2022

How to Create a 3 Level Drill Down in Tableau

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I've showed you in several videos and WatchMeViz live streams how to create a 2 level drill down. And naturally the follow up question is always, how can I go one level deeper? This tip has exactly what you're looking for. I show you how to create a 3 level drill down in Tableau.

This example shows you how to drill down from Category to Sub-Category to Segment. All you need to do for your situation is replace the dimensions I'm using with yours. This will work with any combination of 3 dimensions.

Check out the interactive version below the video.

This type is inspired by this example from Lindsey Poulter - https://public.tableau.com/app/profile/lindsey.poulter8872/viz/SetActionDrilldown/ChooseaMetric



October 24, 2022

#MakeoverMonday Week 43 - How have Major League Baseball Pitch Types Changed?

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This week's data set was pretty simple. We had 21 baseball seasons and a column for each pitch type. Pivoting the metrics made it much easier to work with for me as I could then split the view by pitch type.

During #WatchMeViz (below), I create a trellis view, showed how to create groups, sets, set actions, sparklines, LODs, custom number formatting, creating a mobile view, and more.

Thank you for tuning in. Here's the video and below is my visualization.

October 3, 2022

#MakeoverMonday 2022 Week 40 - Income Inequality Around the World

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Of course, as soon as I posted the data set this week, the UK PM decided to backtrack on the tax cuts she has promised before. In my opinion, this is a good. But it kinda made that part of the analysis irrelevant.

Still, though, I was curious to see how the UK compared to the rest of the World. During Watch Me Viz (below), I started by rebuilding the original chart, which I quite liked. I then looked at the data over time, but it was quite sparse and difficult to do any meaningful analysis of.

So I decided to stick with a single chart that looked like the original, but it includes all countries and some filtering options.

To learn how I approached the analysis and built the charts, watch the video below. My final dashboard is below the video.

Enjoy!


September 19, 2022

#MakeoverMonday Week 38 - American Business Applications

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Well, this was a pretty epic fail. No, it was a really big fail. Those that tuned in to Watch Me Viz will be well aware of my struggles with this data set. I don't know why. Maybe it was a concentration issue. I hope it was still useful to everyone, and I hope it was good to see someone with so much experience still struggle.

My original idea was to compare each State to the US average. I got the calculations right, but it was thoroughly uninteresting. Basically, the variance rarely changed. Therefore, there was nothing to see in the analysis.

I stopped the livestream after 90 minutes, the audience and I had suffered enough. Afterwards, I took a break and came back to Tableau. This time, I thought more clearly through the solution I was trying to create. Basically, I wanted something very much like the original, just a bit better looking.

It turns out I was overcomplicating the implementation and the calculations. Parameters were a much, much better solution and allowed me the flexibility I needed to create the month over month calculations. 

I'd encourage you to check out the video. I tried lots of different things and explained what I was doing along the way, so you're sure to learn something. My final dashboard is below the video.

Have a great week everyone and thank you for being so supportive of Makeover Monday.


September 15, 2022

Table Calculations vs. Level of Detail Expressions - % of Total

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In this video, I show you the difference between table calculations and level of detail expressions with the % of total calculation. I review: 

  1. How to compute a % of total with a table calc 
  2. How to compute a % of total with an LOD 
  3. How filters impact these calculations 
  4. How context filters impact level of detail expressions 
  5. Tableau's order of operations 

Download the workbook here. Download the order of operations chart here.

August 4, 2022

ATTR - The Most Confusing Aggregation in Tableau

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Aggregations can be difficult to understand. In Tableau, I find the ATTR (attribute) aggregation the hardest to get my head around. 

In this video, I teach you: 
  1. What an attribute is
  2. Why the attribute aggregation exists 
  3. Examples that show how it works 
  4. The difference between ATTR and other aggregations like MIN & MAX 
  5. How Tableau write the ATTR aggregation as a formula 
  6. How to ensure you're not misleading your audience
  7. How to work around the pesky *

June 28, 2022

How to Use the Highlighter to Set a Default Color Palette

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Let's say you have a view with lots of marks and you want highlight a specific mark and assign a color palette so that mark is always highlighted whenever that dimension is used, irrespective of the chart.

To do this you can Highlight one or more discrete fields from the color palette and assign those marks to be highlighted. This does not impact the level of detail in the view.

Here's how you do it:

June 14, 2022

How to Create a Two-Panel Column Chart

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I this tip, I show you how to create a column chart that has one data series on the primary axis on one row and another data series on the secondary axis on a second row. Even though this is called a two-panel column chart (by Jon Peltier) there are two measure in the rows and one or more dimensions in the columns.

This might be my shortest tip ever, but I bet you'll find it useful.