10/17/2017
Tableau Ideas – 10 suggestions for Viz in Tooltips (Now Obtainable in Tableau 10.5)
Again in July 2014, I wrote a weblog put up Tooltip Canvas in Tableau – A Mockup for Chart Functionality within Tooltips primarily based on an idea I added to the Tableau Ideas forum back in April 2013. The fundamental thought was including the aptitude of getting a visualization within a tooltip. This performance was demonstrated on stage on the Devs on Stage on the 2015 Tableau Convention. After that convention, I watched beta after beta to see if this performance had been added. The performance was talked about once more on the 2016 Tableau Convention, nevertheless it wasn’t till earlier this 12 months that I noticed the function in an Alpha launch. This was very thrilling. I used to be in a position to work with that Alpha launch and check out completely different options and I knew that the beta launch would not be too far behind. Effectively that day has come. Viz in Tooltips has now been launched as a part of Tableau 10.5.
#10 – Including Extra Context to a Viz with A number of Charts in Tooltip
On this instance of a Viz in Tooltip, when hovering over a dot for Illinois on a U.S. map, the tooltip exhibits the present gross sales in Illinois, the gross sales over time in a bar chart, and a map of the gross sales by metropolis in Illinois with the dimensions of the circle displaying the quantity of gross sales and the colour encoding the revenue for every metropolis.
#9 – Drilldown Functionality
On this subsequent instance, there’s a bar chart displaying the amount by class. On hover, the present amount is displayed together with the amount over time in a line chart. As well as, the amount can also be proven by sub-category inside every class. This permits a person to see beneath Class, drilling all the way down to the Sub-Class, just by hovering over a bar.
#8 – See Knowledge Over Time
As within the earlier examples, knowledge is proven as a snapshot in time. On this instance, there’s a dot plot displaying Toddler Mortality Charge by Area for 2010 and every dot represents a rustic in that area. On hover, the Viz in Tooltip exhibits a line chart, eradicating the 2010 filter, displaying the pattern of the Toddler Mortality Charge for that nation from 2000 to 2010.
#7 – Management the Measurement of the Viz in Tooltips
The scale of the tooltip viz could be managed as effectively. If the worksheet is about to Customary view then the dimensions will match as much as the utmost width and top primarily based on the dimensions set within the worksheet. If the worksheet is about to Total view then the tooltip will use all the dimensions set within the most width and top.
When you desire to have a tall chart within the tooltip then you possibly can set the maxheight taller and the maxwidth narrower. Within the instance above, the maxwidth is about to 300 for each the road chart and the bar chart, however every have a special maxheight.
Tooltip:
For a wider tooltip, merely change the maxwidth to a bigger worth.
Tooltip:
#6 – Change the Background Shade of the Tooltip
The Viz in Tooltip is created by creating a brand new Worksheet. Due to this fact, it is easy to format the tooltip. Merely change the Background colour of the Worksheet and the colour of the tooltip background will change. There shall be a white border across the Worksheet, however this enables for the Viz in Tooltip to match the design and colour of the primary visualization. Word – in Tableau 10.5 beta 1 the right-hand padding is a bit too broad, however Tableau Help indicated this ought to be resolved in Beta 2.
#5 – A Viz in Tooltip Hovering Over an Icon (Customized Shapes)
The Viz in Tooltip can be utilized wherever a tooltip can be utilized. This would come with the tooltip for an icon, i.e. when utilizing customized shapes in Tableau.
#4 – Add Photographs to Tooltips
You may’t add a picture object, however there are two different choices that may work effectively. One methodology is to make use of customized shapes. Carry your photographs in as customized shapes and assign them to your dimension. On hover, the picture will present up within the tooltip.
An alternative choice is to assign an object because the background to a scatterplot. Merely create a scatterplot with values of 1 on the columns and rows. Then assign a picture to the background. There are just a few extra steps concerned, nevertheless it works very effectively. Let’s assume you may have a listing of dimensions in a worksheet with a form and also you need the tooltip to have a picture.
Step 1: Create a scatter plot
Create a brand new worksheet
Double click on Columns and enter 1.
Double click on Rows and enter 1.
Put your Dimension on the Particulars. For instance, an individual’s title.
Double click on the Y-Axis and Repair it from 0 to 1.
Double click on the X-Axis and Repair it from 0 to 1.
You now have a scatter plot that’s prepared for a picture.
Step 2: Add a Background Picture
Choose Map from the highest menu after which choose Background Picture.
Decide the info supply that you’re utilizing.
Choose Add Picture and decide the picture you want to add utilizing the Browse button.
Set the X-Discipline Proper to 1 and the y-Discipline Prime to 1 (to match the values you entered within the Columns and Rows).
Set the worksheet to Total View.
Choose the Choices tab and choose Add.
Select the dimension you wish to assign after which decide the worth from the checklist. It will assign the picture to solely present up on sure values.
Choose Add once more to assign extra photographs to completely different values within the Dimension.
Choose Okay and Okay.
Step 3: Add this new worksheet into the tooltip of the primary sheet.
On the primary sheet, choose Tooltip from the marks card. Choose Insert and decide the title of the brand new worksheet that you just simply created (the scatter plot) to insert it into the tooltip. Set the maxwidth and maxheight to the specified dimension of the picture. It ought to look one thing like this.
Tooltip:
#3 – Add a Divider Line Between Tooltips
The simple manner to do that could be so as to add a line as textual content within the tooltip.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
One other methodology is to make use of a clean sheet as a divider. We’ll use this method for one more tip as effectively.
<Sheet title= »Divider » maxwidth= »400″ maxheight= »1″ filter= »<All Fields> »>
Up to date 1/11/2018: Tableau 10.5 was launched in the present day. It seems that any worth lower than maxheight= »9″ will create a message on the underside of the tooltip « View is just too giant to indicate ». You may keep away from this error message through the use of maxheight= »9″ or larger, however this can create a bigger border line.
#2 – Multi-level Tooltip
On this instance the Viz in Tooltip is displaying two completely different ranges of element. When hovering over a metropolis on the map, the tooltip exhibits the gross sales over time for the State in addition to the Metropolis. That is executed through the use of two completely different sheets. The primary sheet is modified to filter solely « State ». The second sheet makes use of the « All Fields » filter.
Tooltip:
#1 – Change Tooltip by way of Parameter
Can we modify the tooltip viz primarily based on a parameter? Sure we are able to (with one draw back). This is the steps.
Step 1: Create Worksheets for Every Tooltip
I created three worksheets:
Gross sales – a line chart to indicate gross sales over time
Revenue – a diverging bar Chart displaying revenue by 12 months
Amount – a bar chart displaying the amount by 12 months
Step 2: Create a brand new parameter.
I created a string parameter « Decide Tooltip » with three values matching the names of every on of my new worksheets; Gross sales, Revenue, Amount.
Step 3: Create a Calculated Discipline
Calculated Discipline Title: Tooltip
System:
Step 4: Construct the Tooltip
The calculated subject can now be used within the tooltip to indicate your chart. The issue is that it will not filter to the specified consequence whenever you hover over a degree. So in case you wished to indicate all the knowledge in a chart on hover then this may work effectively. To get it to filter appropriately, merely add the sheet once more on the tooltip. You’ll need to do that for all three sheets that you just wish to filter. Merely set the maxheight equal to 1 (zero will not work) in order that the sheet is not going to show within the tooltip.
Tooltip:
The one draw back that I famous is that when utilizing this methodology there’s a message field on the backside of the tooltip; « View is just too giant to indicate ». This exhibits up in presentation mode as effectively. It might be perfect for this message to vanish in presentation mode or when publishing to Tableau Public or Tableau Server. Whereas it is vital for the designer to have this indicator, I do not assume it is useful to a person of the visualization.
I believe you’ll discover this function extremely highly effective. This single function opens up so many potentialities, providing deeper insights proper within the circulation of study.
I hope you discover this data helpful. When you have any questions be at liberty to e-mail me at Jeff@DataPlusScience.com
Jeffrey A. Shaffer
Comply with on Twitter @HighVizAbility
