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1. Objective
In this Tableau Tutorial, we will discuss next seven menu options of Tableau
Show me menu. First, seven options of Tableau show me menu we discussed
in previous article Tableau Show Me Menu Part – I
The example on high of shows sales volume by a state with an extra division of
sales by consumer section (by adding the consumer section field to the color
shelf). This scan is not ideal for examination individual sales volume by
consumer section across states, like company sales in Arizona versus little
business sales in equality state.
On the alternative hand, the scan can modify you to ascertain overall sales by
state and conjointly the sub-division of those sales by consumer section at
intervals that state. As an example, we’ll see that Mohammedan is clearly the
champion in sales volume out of these states. At intervals Mohammedan, it’s
clear that company sales lead the way, followed by workplace, consumer, and
eventually, little business. Like every chart type, the effectiveness of a stacked
chart depends on what you’re analyzing.
That view is useful, proper, but it has number one deficiencies. First, it limits
the comparison of the country-degree overall performance within a particular
branch. In different phrases, generation income performance can be
compared across the one-of-a-kind states, however, it’s far extra hard to
compare technology to workplace supplies.
Right here’s wherein the aspect-with the aid of-aspect bar chart in reality
shines.
The aspect-by way of-facet bar chart is a high-quality way to compare every
class in each country and branch collectively as separate enterprise units.
Without delay, we will see that each one 3 departments in California are great.
Perhaps especially, the fourth-satisfactory performer is Washington’s
generation department.
The side-by means of-side bar chart is much like the stacked bar chart except
we’ve un-stacked them and positioned the bars aspect by way of side alongside
the horizontal axis.
You could format this chart in a number of extraordinary methods to highlight
unique components of your statistics (i.e. to inform an extraordinary story). I
chose to coloration-code all of the product categories in order that if you
wanted to visually test a contrast of category to class, it would be easier.
Tableau show me – Side by side chart 3
c. Tree Map
They’re very powerful visualizations, in particular for illustrating hierarchical
(tree-established) statistics and part-to-entire relationships because of their
visual nature, tree mapping is good for legibly showing masses or even
thousands of items in a single visualization concurrently.
Tableau show me – Tree Map 1
The use of a tree map, you could right away show the “landscape” of overall
performance with this visualization. This view may be very much like a heat
map, but the nodes are accumulated by means of like kind in the hierarchy of
dimensions you’ve got defined. Inside the case of parent 1, they’re: department
>sSubregion > kingdom > category.
There’s a lot extra you can do too with a bit bit of imagination. For an instance
of the exciting stuff you could do with a tree map, test out this horizontal bar
chart in which the bars are each person tree maps.
The interactive nature of Tableau software program makes a simple tree map
right into an effective device within the arms of a user, because they could drill
down right away to the essential factors of the “story” told via the facts. Test
and strive new matters. Don’t be afraid to make mistakes. The Undo button is
there for that very purpose.
d. Circle View
The circle view in Tableau show me menu, is another powerful visualization
for comparative analysis. The example below in Figure 1 has quite a bit of
information packed into a single visualization. First, you can see that we are
examining the sales figures for each product category.
Take a look at the key on the top of the chart. The circles are colored by
subregion and are sized by SUM (Profit). The larger the circle, the more profit
that subregion generates for that product category.
Tableau Show Me – Circle view 1
With a quick scan, you can see that chairs & chairmats, office machines, and
telephones & communication are all big sales generators. The smaller circles
from office machines indicate that there is a much smaller amount of total
profit than the other two more profitable categories.
Ask yourself a question: Is profit a useful measure to include in this
visualization? Not really. It is safe to assume that categories that have more
sales on the y-axis are naturally going to produce more profit and create larger
circles. The circle chart in Figure 1 confirms that suspicion. Not very helpful.
The relationship between sales dollars and profit dollars isn’t very clear in the
subtle differences in circle size. What would happen if we substituted profit
margin for profit?
Take a look how our circle view changes from Figure 1:
We can now see that some product categories with high volumes in sales are
actually less profitable. For instance, copies & fax is extremely profitable (large
circles) while envelopes & paper is not (small circles). That’s a more
compelling “story” because it adds to the information available to the viewer.
Additionally, almost everything in this visualization can be customized,
including the circles themselves. If you want to change each plot so that a
different color and a different shape represents your sales region, just drag the
appropriate dimension onto the Shape button in the Marks card.
Tableau Show Me – Circle view 3
Above is a sample of the different types of shapes you can use in your circle
view of Tableau Show me menu.
A circle view is a powerful tool with the ability to include several different
fields into a meaningful visualization. I hope that you consider using this chart
type in your dashboards and reports.
Let’s look at Tableau Navigation & Tableau Design Flow
e. Side By Side Circle View
The side-by-side circle view in Tableau show me menu, is a variant of the
circle view. The side-via-aspect circle lets you feature extra measures to be in
comparison next to each other for a richer analysis. To take a look at the
aspect-via-side circle view allows take a hypothetical retail corporation and
use our visualizations to behavior an analysis.
The circle view underneath (parent 1), we’re analyzing an organization’s profit
margin (%) via location, coloration-coded by way of client section:
Tableau show me – Side By Side Circle View 1
Without delay, we see that the east is acting very badly and losing cash. Allows
using our visualization abilities to dig in and study extra approximately the
capacity profitability trouble in those jap states. Allows clear out our view on
best the east and expand the detail of the states.
Tableau show me – Side By Side Circle View 2
Nevertheless in a circle chart, now with a nation-level view, we can see that the
hassle is especially awful in Vermont and West Virginia for patron products.
In reality, this hypothetical company is dropping money in lots of distinct
customer segments across almost all of these states. We are starting to
pinpoint the problem, but there is nevertheless a bit extra to research.
Now, permit’s make our circle view into a side-by using-facet circle view via
breaking out the customer phase to our nation-state detail. We’re going to
feature in our product class to see if it is a particular sort of product this is
losing a lot of money. For the proper degree, we’ll create the earnings margin
mark form consistent with the product category (i.e. Ñ, Ë, ¤, etc.) and
coloration the marks based on standard profitability (purple for loss,
inexperienced for earnings).
Tableau show me – Side By Side Circle View 3
The bring about our new visualization is crystal clear (I hit the switch button
at the view from discerning 2 and added the customer segment field to the
Column shelf to better display the labels). The ¤ shape, which represents the
Tables product category, is losing money in almost every client segment and
almost every single kingdom. For something purpose, our hypothetical
corporation is losing a number of cash selling tables. That is the type of
actionable business insight that Tableau can deliver with only some clicks.
You may see now how the facet-through-facet circle view can add a huge level
of an element to a well-known circle plot. I introduced color to my mark sorts
and exceptional shapes to make it simpler and faster to examine. In other
words, my story may be very clean and concise to the viewer of this
visualization because of how I prepared and formatted my chart. As you delve
into more complex styles of charts, formatting will become increasingly more
critical to keep away from clutter and information overload.
The side by side circle view is a smart manner to add lots of element inside of a
broader message. Figure 3 above has over 230 marks on the chart, but due to
the enterprise of the view, the story remains short and smooth to figure and
absorb.
f. Line Chart
The road chart in Tableau show me menu, is right for while you want to
demonstrate trends through the years. To apply the line chart, you have to
have a date area. Inside the underneath instance (figure 1), we are comparing
the quarterly income by using sub region over the path of numerous years.
Every colored line represents an exceptional sales region.
You could immediately see that there may be a sharp uptick in income for the
duration of every this fall season across regions. That indicates that our
fictional company is extremely seasonal. That’s the principle “story” this is
being illustrated with this view.
If i were to feature fashion traces to this visualization, it’d tell an extraordinary
tale. To feature a fashion line, proper-click in the view and select trend strains
> show a trend line.
You can now see that as opposed to emphasizing a quarterly spike, we’re
showing that our commercial enterprise is gradually developing in spite of
seasonal fluctuations in regional income.
Continue vs. Discrete
Tableau gives options for line charts in the display me menu – lines (non-stop)
and features (discrete), continuous fields will have an endless wide variety of
values, consisting of temperature on a thermometer.
Discrete fields then again, incorporate a finite quantity of values, such as the
range of college students in every school room for a faculty. Tableau gives you
a hint on which fields are discrete or non-stop. Discrete fields are colored blue
when dragged to the column shelf or row shelf, and non-stop fields are colored
inexperienced. You may study greater approximately continuous vs. discrete
on this post by using Michael Treadwell.
Allows appearance back at our example from determining 2. What if we
desired to demonstrate the seasonal uptick in q4 for every commercial
enterprise area with a fashion line? We’d use the lines (discrete) chart kind.
Tableau Show Me – Continue vs. Discrete
You may see that local sales volume is now broken into discrete values by
using 12 months. The trend traces for every 12 months clearly illustrate the
boom for seasonality.
g. Dual-Line-Chart
Dual-Line-Chart