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April 29, 2024

How to Create a Comet Chart in Tableau

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A comet chart is a type of visualization used to display the trajectory of data points over time. 

They’re often used to compare one time period to another to see the direction of the change.

The tail starts at the first time period and grows like a comet to the second period.

April 18, 2024

How to Create a Donut Chart in Tableau

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Make your data delicious with this Tableau donut chart tutorial. 

Donut charts are a common way of showing part-to-whole data – but be aware that it’s difficult to accurately compare the size of the segments. 

They are similar to a pie chart – but the centre can be a good way of making space to include more information about the data (e.g., total).

April 16, 2024

How to Create a Bar-in-Bar Chart in Tableau

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A bar in bar chart is a type of chart in that allows for comparisons between two measures. It involves placing one measure as the main bar and another measure as a smaller bar inside the main bar. 

This creates a visual representation, similar to a thermometer, showing the progress or comparison between the two measures. 

April 13, 2024

How to Create a Proportional Stacked Bar Chart in Tableau

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Proportional stacked bar charts are a good way of showing the size and proportion of data at the same time.

April 9, 2024

How to Create a Floating Bar Chart in Tableau

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A floating bar chart is similar to a Gantt chart, except it shows the range of two data points instead of two dates.

March 22, 2023

How to Master Containers in Tableau

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If you use Tableau, you might be wondering how to organize your dashboards effectively. That's where containers come in handy. In this series of videos, I'll cover everything you need to know about using containers in Tableau.

→ I'll explain what containers are and why they're important.

→ I'll show you how to create and customize containers in Tableau, including how to adjust their size and position on the dashboard.

→ I'll demonstrate how to add worksheets to containers and how to control the layout of those worksheets within the container.

→ I'll also cover how to resize containers and how to align them with other objects on your dashboard.

Throughout these tutorials, I'll provide helpful tips and best practices for using containers effectively. I'll also answer common questions you might have about using containers in Tableau, such as how to use containers with filters.

By the end of these tutorials, you'll have a solid understanding of how to use containers in Tableau to organize and present your data effectively. Whether you're a beginner or an experienced Tableau user, this tutorial is sure to help you take your dashboards to the next level.

So, if you're ready to learn how to use containers in Tableau, watch these tutorial now!

March 16, 2023

How to Dynamically Resize Marks in Tableau

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In this video, I show you how to resize marks (in this case circles) dependent on how many marks are in the view. For example, if all possible marks are in the view (100%), the circles should be small. If only 10% of possible marks are in the view, the circles should be large.

I show how to do this on a map, but it can be extended to scatter plots, box plots, dot plots, jittered bar chart, and more.

February 8, 2022

How to Create an Enclosed Dot Plot

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In this tip, I show you how to create an enclosed dot plot, which is essentially a dot plot that is enclosed by a line. It's very similar to a barbell chart except the line connecting the dots surrounds to dots.

September 7, 2021

How to Create a Bar Chart Without an Axis

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Did you know you can create a bar chart without using the rows or columns shelf? Check out this super simple tip to see how it's done.


April 29, 2021

#WOW2021 Week 16 - How Do Sub-Category Sales Compare to the Sub-Category Average for Each Category?

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Lorna was being very kind with Workout Wednesday Week 16. The chart was pretty simple to build and the LOD required would have been easy enough to write (though I would have used a table calc). However, Lorna wanted us to get familiar with the Quick LOD feature that came out in Tableau 2021.1. Quick LODs are a super fast way to create FIXED level of detail expressions.

This workout required creating two quick LODs. So you have to think through the aggregations and adjust the default aggregation BEFORE creating the quick LOD. Here are my steps:

  1. Create a Quick LOD of Sales by Sub-Category by dropping Sales on top of Sub-Category (hold Command on a Mac while dropping). Since I left the default aggregation of Sales as SUM, this results in this LOD:

    { FIXED [Sub-Category]: SUM([Sales]) }

  2. Change the default aggregation of this new field to average. You have to do this so that at the Category level, you're getting the average of the sales across the sub-categories in each Category.

  3. Again, create the Quick LOD by holding Command (Control on a PC) and dropping the calc created in step 1 on top of the Category field. This is the resulting calculation:

    { FIXED [Category]: AVG([Sales (Sub-Category)]) }

I'll leave the rest of the calcs to you. Good luck!



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!

September 25, 2020

#WorkoutWednesday 2020 Week 3: Orders by Day and Time

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As time permits, I'm going back through some of the Workout Wednesday challenges that I've yet to complete. I'm starting with those that will help me most as a teacher to impart what I learn on those that I have the pleasure to train at The Data School.

For week 3, Lorna Brown challenged us to create a viz that shows the number of orders by hour of the day that allows the user to swap between day of the month and weekday.

In her solution, she chose to create two sheets, one for the day of the month and another for weekdays. I didn't know that when I tackled the challenge so I proceeded down the route of doing it all in one sheet. Success!

I did a couple things differently than Lorna:

  1. I combined the order date and time into a string calculation and then used the DATEPARSE function to make it a date/time field.
  2. The size of my circles depends on the option selected in the parameter. For day of the month, the size is the number of orders. For weekday, I have them set to a fixed size. I chose to make them a fixed size because otherwise the circles become way too big for the view.
  3. I used only one sheet.
  4. I am not showing a tooltip when there are no orders.

My solution is here and below as a gif.

April 30, 2019

#TableauTipTuesday: How to Make the Font Bigger than the Max Tableau Allows

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In this video, I show you how to methods for making the size of the font in a text field larger than the maximum 72pt font Tableau allows.

June 7, 2018

Workout Wednesday: How does sales compare in the Current Period to the Previous?

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It's been eight weeks since I've done Workout Wednesday. Sometimes you have to reprioritize things to get other things done. For me, WW was something I could cut out to free up more time for finishing the Makeover Monday book (pre-order here).

But I'm back and this week Rody gave us this challenge. Read all of the requirements here.

I had an idea straight away how to do this and in all it took about 30 minutes. The date offsetting took some tinkering, but the rest was pretty easy. I'm glad Rody is back from his hiatus too. His challenges aren't as brutal as Ann's.

Click on the image for the interactive version.

December 6, 2017

Workout Wednesday: Position of Letter Occurrences in Baby Names

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I think you'll all like this challenge. It came about from teaching at The Data School and learning something new. I love learning every day!

Using this data set of names from the 1990 U.S. census (via data.world), build the same viz that you see below based on this set of requirements:

  1. The letter down the left is the first letter of the name.
  2. Determine the % of total times that a letter appears in the nth position of the names. In other words, the letter A appears in the 2nd position in 27 names, which represents 2.1% of names starting with the letter A.
  3. The viz should NOT display the % of times the letter appears in the first position.
  4. The % of total display should be sized by the number of names in which the letter appears in each position.
  5. The scale should show at 10% increments.
  6. Match the tooltip.
  7. When you click on a letter/position combination, those names should appear in a table below the chart. The table layout must look like mine.
  8. Notice how the names in the table are small. This helps them fit better (but not perfectly).
  9. Match my tooltips on the names table.
  10. When you deselect a letter/position combination, the table should disappear.
  11. Create a legend above the chart that reflects the possible positions of the nth occurrence.
  12. Match the colors on the legend, which should match the colors in the chart.
  13. When you click on a position in the legend it should highlight that position throughout the chart.
  14. Match my tooltips on the legend.
  15. The user must be able to select the nth occurrence they want to view. The options should be 2nd, 3rd or 4th and should look like mine.
  16. The title must update dynamically to reflect the nth occurrence selected.

I think that's everything. If I missed anything, please let me know. When you're done, be sure to post your solution on Twitter as an image (or gif) with a link to the viz and tag @VizWizBI and @EmmaWhyte. To help you, here's a gif for how it should work and farther down is the Tableau Public version.

Good luck!


May 17, 2017

Workout Wednesday: Comparing Regions

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Today at The Data School we took on Emma's Workout Wednesday challenge as a group, brainstorming along the way until we came up with a solution. We decided to take on Jeffrey's challenge for a bit more complexity.

Here are the requirements from Emma:

  • Dashboard size is 850x650
  • Quantity for the East and West regions should display as side-by-side bars
  • Sales for the East and West regions should be displayed as lines
  • Filtered to 2015 only
  • Match the colours and tooltips
  • Match the axis labels (abbreviated months)

We didn't find this too difficult. A simple calculation put the bars side-by-side. I'm going to ask Emma to be more harsh. :-)

October 11, 2016

Tableau Tip Tuesday: How to Limit the Number of Marks in a View

In this week’s tip, I show you how to limit the number of marks that are displayed in a visualisation. The example I show will help prevent your users from creating line charts with too many different lines.

September 25, 2015

Tableau Tip: Sizing Dashboards | Transport for London Bikes: Where & When Were They Installed?

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Bonus tip today. This tip started with a request for feedback from The Information Lab’s head honcho Tom Brown. Tom is getting ready to demo a dashboard to a customer and we noticed that he was using automatic sizing on the dashboard he created. This is generally not recommended because Tableau will re-size the dashboard depending on the device size, which can cause your dashboard to not look as you intended.

Below is a dashboard I created for the Transport for London bike scheme. Watch the video on how to get your dashboards to be the “perfect” size. In this video, I used James Dunkerley’s Web Data Connector, which you can find here.

June 2, 2015

Tableau Tip Tuesday: Sizing Worksheets & Dashboards to Fit Perfectly in Story Points

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For this week's Tableau Tip Tuesday, I demonstrate something that I learned earlier this week that has been a long time frustration for me...getting worksheets and dashboards to fit perfectly in Story Points.


September 23, 2014

Facebook Jeopardy: My users are creating spaghetti charts and I might hurt someone!

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First, thank you to everyone that made it to our session at #DATA14. This was one of the most fun presentations I have ever given. We hope you enjoyed it as much as we did.

This is the first in a series of six blog posts from the Jeopardy questions I answered.  Bryan will be posting his solutions on his blog.

To start, here is a video of the final solution as demoed at #DATA14:


And here is an interactive workbook for you to play try it yourself. There are two basic rules in this example:
  1. If five or fewer countries are selected, show each country individually.
  2. If more than five countries are selected, show a summary.


Now let me walk you through how I did this.